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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 %
LFASL
826
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3M -$2.33M -3,973 -9%
TCA
827
Transcend Capital Advisors
New Jersey
$23.3M +$7.26M +12,395 +45%
CGL
828
Clarius Group LLC
Washington
$23.2M +$1.94M +3,312 +9%
DC
829
Davenport & Co
Virginia
$23.2M +$2.48M +4,229 +12%
DPI
830
Diversified Portfolios Inc
Michigan
$23.2M +$65.6K +112 +0.3%
PA
831
Procyon Advisors
Connecticut
$23.2M -$162K -277 -0.7%
FPGK
832
Financial Partners Group (Kansas)
Kansas
$23M +$2.26M +3,864 +11%
CI
833
CX Institutional
Indiana
$23M +$11.6M +19,749 +101%
LGA
834
Lebenthal Global Advisors
New York
$23M +$4.53M +7,727 +25%
BWM
835
Brickley Wealth Management
California
$23M
BFM
836
Boston Financial Management
Massachusetts
$22.9M +$5.09M +8,693 +29%
CCM
837
CAAS Capital Management
New York
$22.9M -$33.1M -56,547 -59%
LODC
838
Lanham O'Dell & Company
West Virginia
$22.9M +$10M +17,072 +78%
LA
839
Legacy Advisors
Pennsylvania
$22.8M +$858K +1,464 +4%
GM
840
GeoWealth Management
Illinois
$22.8M +$266K +454 +1%
AWE
841
Avidian Wealth Enterprises
Texas
$22.7M +$386K +658 +2%
CA
842
Claro Advisors
Massachusetts
$22.7M -$2.67M -4,564 -11%
FM
843
Family Management
New York
$22.7M -$971K -1,656 -4%
ST
844
Spinnaker Trust
Maine
$22.7M +$4.09M +6,983 +22%
BWAM
845
Boyd Watterson Asset Management
Ohio
$22.6M -$196K -335 -0.9%
SAF
846
Smith Anglin Financial
Texas
$22.6M -$128K -219 -0.6%
CCM
847
Corsair Capital Management
New York
$22.6M
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$22.5M +$17.4M +29,659 +341%
GWAM
849
Guardian Wealth Advisors (Minnesota)
Minnesota
$22.5M -$529K -902 -2%
CCM
850
Chilton Capital Management
Texas
$22.4M -$814K -1,389 -3%