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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 %
ST
926
Spinnaker Trust
Maine
$15.2M +$4.19K +8 +0%
HVIA
927
Hudson Valley Investment Advisors
New York
$15.1M -$883K -1,689 -6%
AGA
928
Accuvest Global Advisors
Utah
$15.1M +$15.1M +28,868 New
CG
929
Caprock Group
Idaho
$15.1M +$2.42M +4,612 +19%
LT
930
Legacy Trust
Michigan
$15M +$83.7K +160 +0.6%
LPAM
931
Lodestar Private Asset Management
California
$15M -$54.4K -104 -0.4%
FGA
932
Fortis Group Advisors
New Jersey
$15M +$9.61M +18,379 +178%
NS
933
NBC Securities
Alabama
$15M +$547K +1,046 +4%
CAC
934
Cowen and Company
New York
$14.9M +$14.9M +28,554 New
AP
935
Americana Partners
Texas
$14.9M +$229K +438 +2%
AFA
936
Atlas Financial Advisors
California
$14.9M -$639K -1,221 -4%
TAM
937
Tocqueville Asset Management
New York
$14.9M +$152K +291 +1%
PP
938
Prudential plc
United Kingdom
$14.9M -$3.83M -7,320 -20%
BIAS
939
Beacon Investment Advisory Services
New Jersey
$14.8M -$5.78M -11,051 -28%
PAM
940
Panagora Asset Management
Massachusetts
$14.8M +$14.8M +28,336 New
GWMR
941
GC Wealth Management RIA
Massachusetts
$14.8M +$6.16M +11,780 +72%
BFG
942
Berger Financial Group
Minnesota
$14.8M +$9.53M +18,222 +182%
FWA
943
FSC Wealth Advisors
New York
$14.8M -$156K -298 -1%
RCWM
944
Royal Capital Wealth Management
Indiana
$14.8M +$393K +751 +3%
AIS
945
American Investment Services
Massachusetts
$14.8M -$24.1K -46 -0.2%
CIM
946
Confluence Investment Management
Missouri
$14.6M -$844K -1,613 -5%
P
947
Pitcairn
Pennsylvania
$14.6M +$1.29M +2,474 +10%
WA
948
Wealth Architects
California
$14.6M +$1.05M +2,009 +8%
NRC
949
New Republic Capital
North Carolina
$14.5M -$48.6K -93 -0.3%
PG
950
Prostatis Group
Maryland
$14.5M -$143K -273 -1%