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SPDR S&P 500 ETF Trust

4,180 hedge funds and large institutions have $359B invested in SPDR S&P 500 ETF Trust in 2024 Q4 according to their latest regulatory filings, with 585 funds opening new positions, 1,658 increasing their positions, 1,455 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,180
Holders Change
+414
Holders Change %
+10.99%
% of All Funds
55.64%
Holding in Top 10
1,133
Holding in Top 10 Change
+98
Holding in Top 10 Change %
+9.47%
% of All Funds
15.08%
New
585
Increased
1,658
Reduced
1,455
Closed
97
Calls
$280B
Puts
$573B
Net Calls
-$293B
Net Calls Change
+$79.5B
Name Holding Trade Value Shares
Change
Shares
Change %
UBP
651
Union Bancaire Privee
Switzerland
$34.2M +$34.2M +57,901 New
FCA
652
Fortis Capital Advisors
Kansas
$34.1M -$11.8M -20,892 -26%
AC
653
Attessa Capital
Arizona
$34.1M +$34.1M +58,122 New
HCM
654
Hengehold Capital Management
Ohio
$34M +$1.72M +2,943 +5%
Harris Associates
655
Harris Associates
Illinois
$33.9M +$29.4M +50,116 +652%
MAWCM
656
Mine & Arao Wealth Creation & Management
California
$33.9M -$1.55M -2,653 -4%
BBNA
657
Bremer Bank National Association
Minnesota
$33.5M +$1.19M +2,025 +4%
TW
658
Transform Wealth
Colorado
$33.4M -$9.34M -15,890 -22%
WWP
659
WR Wealth Planners
Missouri
$33.4M +$1.18M +2,018 +4%
MFG
660
Marmo Financial Group
Tennessee
$33.2M -$564K -963 -2%
SIA
661
Schechter Investment Advisors
Michigan
$33.2M -$182K -311 -0.5%
TRSOTSOK
662
Teachers Retirement System of the State of Kentucky
Kentucky
$33.2M
NP
663
Ninepoint Partners
Ontario, Canada
$33.1M -$2.64M -4,500 -7%
CAG
664
Crestwood Advisors Group
Massachusetts
$33.1M +$3.83M +6,537 +13%
HCM
665
HMS Capital Management
Tennessee
$33.1M +$375K +640 +1%
CGA
666
Crescent Grove Advisors
Illinois
$33.1M +$91.1K +155 +0.3%
FWIA
667
Fort Washington Investment Advisors
Ohio
$33.1M -$47.5K -81 -0.1%
AAS
668
Ameritas Advisory Services
Nebraska
$32.9M +$11.6M +19,795 +55%
EWM
669
Evermay Wealth Management
Virginia
$32.9M -$723K -1,230 -2%
LIA
670
LSP Investment Advisors
New York
$32.8M -$9.5M -16,210 -22%
MAM
671
Madison Asset Management
Wisconsin
$32.8M +$3.47M +5,925 +12%
MIA
672
Madison Investment Advisors
Wisconsin
$32.8M +$32.8M +55,969 New
MIFH
673
Migdal Insurance & Financial Holdings
Israel
$32.8M +$1.07M +1,822 +3%
ATC
674
Adirondack Trust Company
New York
$32.7M +$524K +894 +2%
CPA
675
Cardiff Park Advisors
California
$32.7M +$96.7K +165 +0.3%