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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 %
VCM
626
Verger Capital Management
North Carolina
$29.8M +$475K +908 +2%
FF
627
Fluent Financial
Texas
$29.8M -$336K -642 -1%
PP
628
Pegasus Partners
Wisconsin
$29.8M -$406K -776 -1%
TRSOTSOK
629
Teachers Retirement System of the State of Kentucky
Kentucky
$29.6M
HCM
630
Howland Capital Management
Massachusetts
$29.6M +$97.1K +185 +0.3%
KHLMTHM
631
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$29.5M -$5.22M -9,956 -15%
WWP
632
WR Wealth Planners
Missouri
$29.4M +$10.4M +19,904 +55%
MWM
633
MTC Wealth Management
Florida
$29.4M -$1.6M -3,058 -5%
AFS
634
AFG Fiduciary Services
Massachusetts
$29.1M +$23.3M +245,231 +398%
CPA
635
Cardiff Park Advisors
California
$29.1M +$300K +574 +1%
KPWS
636
Kestra Private Wealth Services
Texas
$29.1M +$503K +961 +2%
AWM
637
Apollon Wealth Management
South Carolina
$28.9M +$2.32M +4,433 +9%
BWM
638
BigSur Wealth Management
Florida
$28.9M +$210K +400 +0.7%
BSWA
639
Bromfield Sneider Wealth Advisors
Massachusetts
$28.8M -$492K -941 -2%
IIA
640
IPG Investment Advisors
California
$28.8M +$1.08M +2,054 +4%
AA
641
ACT Advisors
North Carolina
$28.8M +$28.8M +54,977 New
FWIA
642
Fort Washington Investment Advisors
Ohio
$28.8M +$5.37M +10,266 +23%
OIA
643
OneDigital Investment Advisors
Kansas
$28.6M +$63.8K +122 +0.2%
PCP
644
Proficio Capital Partners
Massachusetts
$28.5M +$887K +1,695 +3%
TTWM
645
TCV Trust & Wealth Management
Virginia
$28.4M +$225K +431 +0.8%
GA
646
GFS Advisors
Texas
$28.3M -$2.41M -4,606 -8%
SC
647
Sapient Capital
Indiana
$28.3M -$6.05M -11,538 -18%
ATC
648
Adirondack Trust Company
New York
$28M -$77.9K -149 -0.3%
TNBTD
649
Trustmark National Bank Trust Department
Mississippi
$28M -$49.2K -94 -0.2%
KWMG
650
King Wealth Management Group
Florida
$27.9M -$129K -246 -0.5%