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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 %
NL
826
NEPC LLC
Massachusetts
$18.6M
SC
827
Saiph Capital
New Jersey
$18.5M -$300K -574 -2%
AWM
828
Avior Wealth Management
Nebraska
$18.5M +$16.3M +31,213 +735%
SWM
829
Segment Wealth Management
Texas
$18.4M -$178K -340 -1%
PSP
830
Principal Street Partners
Tennessee
$18.4M +$3.42M +6,570 +23%
DC
831
Davenport & Co
Virginia
$18.4M +$2.45M +4,675 +15%
TBWA
832
Three Bridge Wealth Advisors
California
$18.3M +$267K +508 +1%
GVAG
833
Great Valley Advisor Group
Delaware
$18.3M -$1.18M -2,251 -6%
HWP
834
Hibernia Wealth Partners
Louisiana
$18.2M +$345K +660 +2%
Financial Engines Advisors
835
Financial Engines Advisors
California
$18.2M -$1.43M -2,735 -7%
BAM
836
Brave Asset Management
New Jersey
$18.2M +$621K +1,188 +4%
LAM
837
Lifestyle Asset Management
Texas
$18.1M +$4.09M +7,823 +29%
MWM
838
Mission Wealth Management
California
$18.1M +$3.98M +7,609 +28%
KA
839
Kovack Advisors
Florida
$18.1M +$1.13M +2,163 +7%
BPCA
840
Bank Pictet & Cie (Asia)
Singapore
$18.1M +$17.8M +34,010 +6,802%
MWPCG
841
Measured Wealth Private Client Group
New Hampshire
$18M -$477K -912 -3%
QCG
842
Quadrant Capital Group
Ohio
$18M -$27.2K -52 -0.2%
LIM
843
Leavell Investment Management
Alabama
$18M +$186K +354 +1%
SWMG
844
Sanchez Wealth Management Group
Florida
$18M +$586K +1,120 +3%
Axa
845
Axa
France
$17.9M
PA
846
Parallel Advisors
California
$17.9M -$893K -1,707 -5%
HFAS
847
Hummer Financial Advisory Services
Illinois
$17.8M +$281K +535 +2%
NC
848
NBW Capital
Massachusetts
$17.8M -$517K -988 -3%
NEPWA
849
New England Private Wealth Advisors
Massachusetts
$17.7M -$180K -344 -1%
DAS
850
Dynamic Advisor Solutions
Arizona
$17.6M -$347K -664 -2%