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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 %
CF
676
Copperwynd Financial
Arizona
$25.9M +$1.36M +2,607 +6%
TA
677
TrueWealth Advisors
Alabama
$25.8M -$3.54M -6,775 -12%
JGC
678
J. Goldman & Co
New York
$25.8M +$16.6M +31,733 +180%
BJL
679
Brighton Jones LLC
Washington
$25.8M -$357K -682 -1%
FTS
680
Fifth Third Securities
Ohio
$25.8M -$2.76M -5,255 -10%
OFG
681
Oxford Financial Group
Indiana
$25.7M +$208K +397 +0.8%
PWMAG
682
Pinnacle Wealth Management Advisory Group
New Jersey
$25.7M -$138K -263 -0.5%
ACH
683
Axis Capital Holdings
Bermuda
$25.7M
AP
684
Archon Partners
New Jersey
$25.7M
FCP
685
Fidelis Capital Partners
Florida
$25.7M +$2.89M +5,526 +13%
VFPI
686
Vantage Financial Partners (Illinois)
Illinois
$25.5M -$4.6M -8,802 -15%
IFO
687
Independent Family Office
New York
$25.5M +$2.09K +4 +0%
AFS
688
Aft Forsyth & Sober
Florida
$25.4M -$523K -1,000 -2%
KIA
689
KCM Investment Advisors
California
$25.4M -$200K -383 -0.8%
LFRG
690
Lazard Frères Gestion
France
$25.4M +$314K +601 +1%
HCM
691
Helios Capital Management
Singapore
$25.1M
FCA
692
Fortis Capital Advisors
Kansas
$25.1M -$1.51M -2,887 -6%
PAM
693
Palisade Asset Management
Minnesota
$25M -$107K -205 -0.4%
VCMGDR
694
Vinland Capital Management Gestora de Recursos
Brazil
$25M +$25M +47,720 New
TMWM
695
Taylor & Morgan Wealth Management
Michigan
$25M +$543K +1,039 +2%
CAG
696
Crestwood Advisors Group
Massachusetts
$25M +$708K +1,353 +3%
VCA
697
Verdence Capital Advisors
Maryland
$24.9M -$976K -1,865 -4%
FA
698
Fiduciary Alliance
South Carolina
$24.9M +$1.38M +2,649 +6%
BWP
699
BSW Wealth Partners
Colorado
$24.9M -$161K -308 -0.6%
M
700
MOTCO
Texas
$24.7M -$102K -195 -0.4%