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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 %
BCM
851
Basso Capital Management
Connecticut
$17.6M -$837K -1,600 -5%
WGC
852
Watts Gwilliam & Co
Arizona
$17.5M +$17.5M +33,530 New
UW
853
Unique Wealth
Florida
$17.2M -$429K -820 -2%
RCM
854
Redwood Capital Management
New York
$17.2M +$17.2M +32,923 New
WFO
855
Wealthgate Family Office
Colorado
$17.2M +$28.8K +55 +0.2%
FNBOMD
856
First National Bank of Mount Dora
Florida
$17.2M -$809K -1,546 -5%
BCWM
857
Bartlett & Co Wealth Management
Ohio
$17.1M -$505K -963 -3%
IHWM
858
Iron Horse Wealth Management
Iowa
$17.1M +$758K +1,450 +5%
CCB
859
Country Club Bank
Missouri
$17M +$278K +532 +2%
AWE
860
Avidian Wealth Enterprises
Texas
$17M +$699K +1,337 +4%
CC
861
Cornerstone Capital
California
$17M +$3.9M +7,463 +30%
BFM
862
Boston Financial Management
Massachusetts
$16.8M -$354K -677 -2%
BIP
863
Blue Investment Partners
California
$16.8M +$2.41M +4,598 +17%
PFP
864
Paragon Financial Partners
California
$16.6M +$495K +947 +3%
PI
865
PFG Investments
New York
$16.6M +$5.57M +10,656 +51%
RBC
866
Romano Brothers & Co
Illinois
$16.6M +$277K +530 +2%
JSAM
867
J. Safra Asset Management
New York
$16.6M -$112M -214,314 -87%
SIM
868
Seaview Investment Managers
Florida
$16.5M -$10.1M -19,299 -38%
LF
869
LifeSteps Financial
California
$16.5M -$254K -485 -2%
TCOTS
870
Trust Company of the South
North Carolina
$16.4M
RA
871
Resolute Advisors
California
$16.4M -$194K -369 -1%
SMA
872
Seven Mile Advisory
New Jersey
$16.4M +$158K +303 +1%
HR
873
Hardy Reed
Mississippi
$16.4M
PS
874
Portfolio Strategies
New York
$16.4M +$16.4M +31,416 New
PFM
875
Patton Fund Management
Texas
$16.4M -$830K -1,587 -5%