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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 %
CAGAS
876
Capital Advisory Group Advisory Services
Minnesota
$16.3M +$316K +605 +2%
SFS
877
Starfox Financial Services
Texas
$16.2M +$292K +579 +2%
LGA
878
Lebenthal Global Advisors
New York
$16.2M +$27.2K +52 +0.2%
AAG
879
Armstrong Advisory Group
Massachusetts
$16.2M
PMFA
880
Plante Moran Financial Advisors
Michigan
$16.2M +$232K +443 +1%
SAM
881
Silvercrest Asset Management
New York
$16.2M +$565K +1,080 +4%
OAM
882
Oppenheimer Asset Management
New York
$16.1M -$29.8M -56,880 -65%
AIM
883
Aspen Investment Management
Michigan
$16.1M +$1.34M +2,565 +9%
ASC
884
Atalanta Sosnoff Capital
New York
$16.1M -$18.5M -35,392 -53%
MWA
885
Meridian Wealth Advisors
Texas
$16.1M +$366K +699 +2%
Empower Advisory Group
886
Empower Advisory Group
Colorado
$16.1M -$5.82M -11,123 -27%
WAG
887
Winthrop Advisory Group
Massachusetts
$16M -$662K -1,261 -4%
ECM
888
Evergreen Capital Management
Washington
$16M -$460K -877 -3%
SEI Investments
889
SEI Investments
Pennsylvania
$16M +$297K +568 +2%
TWM
890
Tolleson Wealth Management
Texas
$16M -$187K -357 -1%
WCM
891
WealthBridge Capital Management
Ohio
$16M +$46.6K +89 +0.3%
MIA
892
MMBG Investment Advisors
Florida
$16M
SLC
893
Second Line Capital
Louisiana
$15.9M -$6.85M -13,049 -30%
PA
894
PFG Advisors
Arizona
$15.9M +$884K +1,691 +6%
SI
895
SimpliFi Inc
California
$15.9M +$5.26M +10,047 +49%
SB
896
Strategic Blueprint
Georgia
$15.9M -$3.66K -7 -0%
OSAM
897
O'Shaughnessy Asset Management
Connecticut
$15.8M +$1.91M +3,647 +14%
TCA
898
Trifecta Capital Advisors
Illinois
$15.8M -$36.1K -69 -0.2%
WI
899
Wintrust Investments
Illinois
$15.8M -$92.7K -183 -0.6%
FPW
900
Flagship Private Wealth
Massachusetts
$15.7M -$2.17M -4,141 -12%