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SPDR S&P 500 ETF Trust

3,671 hedge funds and large institutions have $303B invested in SPDR S&P 500 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,425 increasing their positions, 1,576 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,671
Holders Change
+10
Holders Change %
+0.27%
% of All Funds
53.21%
Holding in Top 10
1,038
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-2.44%
% of All Funds
15.05%
New
205
Increased
1,425
Reduced
1,576
Closed
140
Calls
$276B
Puts
$674B
Net Calls
-$398B
Net Calls Change
-$213B
Name Holding Trade Value Shares
Change
Shares
Change %
DZ Bank
601
DZ Bank
Germany
$31.9M -$67.3M -128,604 -68%
CTA
602
Chesley Taft & Associates
Illinois
$31.9M -$222K -424 -0.7%
DBIA
603
Dumont & Blake Investment Advisors
New Jersey
$31.8M -$268K -512 -0.8%
JGIA
604
Jackson Grant Investment Advisers
Connecticut
$31.8M -$268K -513 -0.8%
WRTC
605
Wind River Trust Company
Wyoming
$31.6M
BFWA
606
Benchmark Financial Wealth Advisors
Florida
$31.6M +$1.31M +2,503 +4%
HI
607
Harbour Investments
Wisconsin
$31.4M +$1.05M +1,998 +3%
MAWCM
608
Mine & Arao Wealth Creation & Management
California
$31.4M +$560K +1,071 +2%
ACM
609
Anfield Capital Management
California
$31.2M -$1.83M -3,500 -6%
AL
610
Aspiriant LLC
California
$31.1M -$18.8K -36 -0.1%
GFL
611
Granite FO LLC
New Hampshire
$31M -$12.8K -23 -0%
HI
612
Humankind Investments
New York
$30.9M
SIA
613
Schechter Investment Advisors
Michigan
$30.9M -$1.15M -2,200 -4%
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$30.9M +$1.51M +2,892 +5%
AAS
615
Ameritas Advisory Services
Nebraska
$30.8M +$9.72M +19,042 +46%
EWM
616
Evermay Wealth Management
Virginia
$30.7M -$1.19M -2,262 -4%
ACM
617
Advance Capital Management
Michigan
$30.4M -$143M -273,087 -82%
TW
618
Transform Wealth
Colorado
$30.4M -$7.58M -14,446 -20%
SWA
619
Stratos Wealth Advisors
Ohio
$30.3M +$4.25M +8,117 +16%
SFS
620
Solitude Financial Services
Virginia
$30.3M +$53.4K +102 +0.2%
RFP
621
Roth Financial Partners
Texas
$30.2M -$540K -1,033 -2%
ZIM
622
Zacks Investment Management
Illinois
$30.1M -$7.75M -14,814 -20%
SL
623
Salomon & Ludwin
Virginia
$30M +$289K +553 +1%
ARC
624
Advisor Resource Council
Texas
$30M -$11.9M -23,465 -28%
MA
625
MKT Advisors
California
$29.9M -$960K -1,868 -3%