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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 %
PFA
1026
Pinnacle Family Advisors
Missouri
$12.5M +$411K +786 +3%
Capital International Investors
1027
Capital International Investors
California
$12.5M -$10M -19,187 -45%
KIG
1028
Kowal Investment Group
Wisconsin
$12.5M -$690K -1,319 -5%
EWA
1029
Exencial Wealth Advisors
Oklahoma
$12.5M -$840K -1,606 -6%
MAM
1030
Milestone Asset Management
Pennsylvania
$12.4M -$2.49M -4,754 -17%
MMA
1031
Miracle Mile Advisors
California
$12.4M +$2.35M +4,496 +23%
AIM
1032
AMI Investment Management
Indiana
$12.4M +$5.92M +11,313 +91%
BA
1033
Bristlecone Advisors
Washington
$12.4M +$654K +1,251 +6%
HT
1034
Heritage Trust
Oklahoma
$12.4M -$84.2K -161 -0.7%
MWP
1035
MYCIO Wealth Partners
Pennsylvania
$12.4M +$118K +225 +1%
CI
1036
Cavalier Investments
Georgia
$12.4M -$7.68M -14,690 -38%
CCA
1037
Childress Capital Advisors
Texas
$12.4M -$140K -268 -1%
LFAS
1038
Level Four Advisory Services
Texas
$12.3M
SCM
1039
Stordahl Capital Management
Colorado
$12.3M -$174K -332 -1%
NFG
1040
Nadler Financial Group
Illinois
$12.3M -$52.3K -100 -0.4%
AI
1041
Accredited Investors
Minnesota
$12.3M -$44.5K -85 -0.4%
CWI
1042
Conscious Wealth Investments
Florida
$12.3M +$843K +1,675 +7%
PP
1043
Patten & Patten
Tennessee
$12.3M -$984K -1,881 -7%
FWC
1044
First Washington Corp
Washington
$12.3M +$75.3K +144 +0.6%
CFA
1045
Camarda Financial Advisors
Florida
$12.3M -$411K -785 -3%
GSC
1046
G&S Capital
Colorado
$12.2M -$1.52M -2,899 -11%
CT
1047
Coastline Trust
Rhode Island
$12.2M +$73.2K +140 +0.6%
EIP
1048
Ellis Investment Partners
Pennsylvania
$12.2M +$577K +1,104 +5%
CWA
1049
Clarus Wealth Advisors
Arizona
$12.2M +$469K +913 +4%
SWP
1050
Strategic Wealth Partners
Ohio
$12.2M +$4.27M +8,168 +54%