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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 %
SI
701
Scharf Investments
California
$24.7M -$8.01M -15,321 -24%
WS
702
Wedbush Securities
California
$24.7M +$458K +876 +2%
MWM
703
Moran Wealth Management
Florida
$24.6M -$12.4M -23,647 -33%
PR
704
Payden & Rygel
California
$24.5M +$1.38M +2,640 +6%
PRIG
705
Payden & Rygel Investment Group
California
$24.5M +$24.5M +46,896 New
QCM
706
Quantinno Capital Management
New York
$24.4M +$2.27M +4,333 +10%
WF
707
Welch & Forbes
Massachusetts
$24.4M -$11.4M -21,711 -32%
NAM
708
NorthCrest Asset Manangement
Minnesota
$24.4M -$2.36M -4,520 -9%
JRP
709
Jasper Ridge Partners
California
$24.4M +$163K +311 +0.7%
ANB
710
Amarillo National Bank
Texas
$24.3M -$86.3K -165 -0.4%
OPCM
711
Osborne Partners Capital Management
California
$24.2M -$870K -1,663 -3%
RCA
712
Resonant Capital Advisors
Wisconsin
$23.9M +$525 +1 +0%
JFL
713
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.9M -$390K -745 -2%
LP
714
LMR Partners
United Kingdom
$23.8M +$22.2M +42,509 +1,433%
APC
715
Aspire Private Capital
North Carolina
$23.8M -$2.34M -4,473 -9%
BWAM
716
Boyd Watterson Asset Management
Ohio
$23.7M
AWM
717
Angeles Wealth Management
California
$23.7M +$1.45M +2,773 +7%
CWM
718
Congress Wealth Management
Massachusetts
$23.7M +$2.09M +4,001 +10%
MHWM
719
Montz Harcus Wealth Management
Louisiana
$23.7M -$338K -646 -1%
CWA
720
Clarity Wealth Advisors
California
$23.7M +$621K +1,188 +3%
ECM
721
ExodusPoint Capital Management
New York
$23.7M +$23.7M +45,226 New
PD
722
Point72 (DIFC)
United Arab Emirates
$23.6M +$23.6M +45,087 New
SCM
723
Shelton Capital Management
Colorado
$23.6M +$312K +596 +1%
FNC
724
First National Corp
Massachusetts
$23.5M
LFASL
725
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5M +$574K +1,098 +3%