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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 %
AFG
876
Albion Financial Group
Utah
$21.6M -$110K -188 -0.5%
FBB
877
Fulton Breakefield Broenniman
Maryland
$21.5M -$53.3K -91 -0.2%
OPCM
878
Osborne Partners Capital Management
California
$21.5M -$4.03M -6,870 -16%
TM
879
Tikvah Management
North Carolina
$21.5M
LIM
880
Leavell Investment Management
Alabama
$21.5M -$6.47K -11 -0%
AAG
881
Armstrong Advisory Group
Massachusetts
$21.4M +$1.7M +2,900 +9%
DWP
882
Daymark Wealth Partners
Ohio
$21.4M +$474K +809 +2%
Schroder Investment Management Group
883
Schroder Investment Management Group
United Kingdom
$21.4M +$7.45M +12,668 +54%
BEC
884
Blue Edge Capital
Virginia
$21.3M -$37.5K -64 -0.2%
IHWM
885
Iron Horse Wealth Management
Iowa
$21.2M +$583K +994 +3%
CCM
886
Consolidated Capital Management
California
$21.1M -$266K -454 -1%
SWM
887
Segment Wealth Management
Texas
$21.1M +$69.2K +118 +0.3%
TBWA
888
Three Bridge Wealth Advisors
California
$21.1M +$442K +752 +2%
NL
889
NEPC LLC
Massachusetts
$21M -$48.6K -83 -0.2%
BC
890
Belmont Capital
California
$21M -$184K -314 -0.9%
QPBE
891
Quintet Private Bank (Europe)
Luxembourg
$20.9M +$5.37M +9,163 +35%
HR
892
Hardy Reed
Mississippi
$20.9M +$2.44M +4,164 +13%
SHJ
893
Sharkey, Howes & Javer
Colorado
$20.8M +$1.39M +2,379 +7%
ST
894
Sentinel Trust
Texas
$20.7M -$514K -877 -2%
LAS
895
LWM Advisory Services
Florida
$20.6M -$639K -1,091 -3%
LI
896
LMCG Investments
Massachusetts
$20.6M +$17.8M +30,308 +632%
Victory Capital Management
897
Victory Capital Management
Texas
$20.5M +$12M +20,535 +142%
BDL
898
Banque de Luxembourg
Luxembourg
$20.5M +$20.5M +34,778 New
CPA
899
Compass Planning Associates
Massachusetts
$20.5M +$20.5M +34,908 New
Financial Engines Advisors
900
Financial Engines Advisors
California
$20.3M -$809K -1,380 -4%