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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 %
FHC
701
First Heartland Consultants
Missouri
$31M +$1.21M +2,073 +4%
HCM
702
Helios Capital Management
Singapore
$30.8M
SMC
703
Smith, Moore & Co
Missouri
$30.7M +$424K +724 +1%
CWP
704
Capital Wealth Planning
Florida
$30.7M +$137K +234 +0.4%
KCP
705
Kera Capital Partners
California
$30.7M +$30.7M +52,320 New
CG
706
Caprock Group
Idaho
$30.6M -$14.7K -25 -0%
PWMAG
707
Pinnacle Wealth Management Advisory Group
New Jersey
$30.6M +$581K +991 +2%
MWM
708
Mission Wealth Management
California
$30.5M +$3.19M +5,435 +12%
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$30.5M -$65.1K -111 -0.2%
WC
710
Westwind Capital
New Mexico
$30.4M +$29.3M +49,917 +2,464%
SEM
711
Strategic Equity Management
Arizona
$30.3M +$1.74M +2,965 +6%
OP
712
ORG Partners
Indiana
$30.2M +$17.6M +30,012 +140%
DWT
713
Dorsey & Whitney Trust
South Dakota
$30.2M -$5.97M -10,180 -17%
GA
714
GFS Advisors
Texas
$30.2M +$30.2M +51,472 New
CFO
715
Callan Family Office
Pennsylvania
$30.2M -$3.62M -6,185 -11%
PWM
716
Palumbo Wealth Management
New York
$30.1M +$6.65M +11,348 +28%
BFO
717
Boston Family Office
Massachusetts
$30.1M -$3.55M -6,051 -11%
MWM
718
MTC Wealth Management
Florida
$30.1M -$1.04M -1,768 -3%
WRTC
719
Wind River Trust Company
Wyoming
$30.1M -$144K -245 -0.5%
CWP
720
Curated Wealth Partners
California
$30M
ASC
721
Atalanta Sosnoff Capital
New York
$29.9M +$13.4M +22,857 +81%
T
722
Transce3nd
Texas
$29.9M +$29.9M +50,790 New
AFS
723
AFG Fiduciary Services
Massachusetts
$29.6M +$1.42M +17,739 +5%
AMCA
724
Arthur M. Cohen & Associates
Illinois
$29.5M +$35.8K +61 +0.1%
UW
725
Unique Wealth
Florida
$29.4M +$2.92M +4,982 +11%