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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 %
CWM
651
Calamos Wealth Management
Illinois
$27.8M +$838K +1,602 +3%
BWA
652
Burt Wealth Advisors
Maryland
$27.7M +$2.2M +4,205 +9%
IA
653
IFP Advisors
Florida
$27.6M -$19.7M -37,631 -42%
CFS
654
Commonwealth Financial Services
West Virginia
$27.6M
HCM
655
HMS Capital Management
Tennessee
$27.4M -$3.79M -7,250 -12%
HFS
656
Hantz Financial Services
Michigan
$27.3M -$3.06M -5,848 -10%
KFC
657
Klingenstein Fields & Co
New York
$27.3M -$6.8K -13 -0%
CA
658
Cambridge Associates
Massachusetts
$27.2M +$4.04M +7,717 +17%
IAA
659
Ironsides Asset Advisors
North Carolina
$27.2M +$8.1M +15,476 +42%
CFO
660
Callan Family Office
Pennsylvania
$27.2M +$846K +1,618 +3%
BPCE
661
Bank Pictet & Cie (Europe)
Germany
$27.1M -$18.3M -34,892 -40%
FT
662
Fiduciary Trust
Massachusetts
$27.1M -$4.01M -7,674 -13%
PCM
663
Penserra Capital Management
California
$27M +$27M +51,629 New
MSCM
664
McElhenny Sheffield Capital Management
Texas
$26.9M -$246K -480 -0.9%
CWMU
665
Caliber Wealth Management (Utah)
Utah
$26.9M -$269K -514 -1%
CCM
666
Condor Capital Management
New Jersey
$26.8M -$1.09M -2,077 -4%
MAM
667
Madison Asset Management
Wisconsin
$26.6M -$8.92M -17,046 -25%
AMCA
668
Arthur M. Cohen & Associates
Illinois
$26.5M +$11.5K +22 +0%
SMC
669
Smith, Moore & Co
Missouri
$26.4M +$389K +743 +1%
CA
670
Claro Advisors
Massachusetts
$26.4M -$1.66M -3,164 -6%
SIAG
671
Safeguard Investment Advisory Group
California
$26.3M +$2.01M +3,842 +8%
RL
672
Retireful LLC
Michigan
$26.3M +$15.1M +28,851 +135%
GEA
673
Glen Eagle Advisors
New Jersey
$26.2M +$36.1K +69 +0.1%
CWP
674
Capital Wealth Planning
Florida
$26.2M -$20.4K -39 -0.1%
CM
675
Crestline Management
Texas
$26.2M