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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 %
GWMR
1026
GC Wealth Management RIA
Massachusetts
$16M -$784K -1,338 -5%
RIM
1027
Rockbridge Investment Management
New York
$15.9M +$3.52K +6 +0%
KFS
1028
Kaizen Financial Strategies
California
$15.9M +$1.22M +2,083 +8%
SWP
1029
Strategic Wealth Partners
Ohio
$15.9M -$249K -408 -2%
BCM
1030
Basso Capital Management
Connecticut
$15.9M
WBC
1031
West Branch Capital
Massachusetts
$15.9M +$496K +847 +3%
AWA
1032
Aaron Wealth Advisors
Illinois
$15.9M +$2.04M +3,477 +15%
AA
1033
Apriem Advisors
California
$15.9M +$270K +460 +2%
WA
1034
Wealth Architects
California
$15.8M +$406K +693 +3%
MFG
1035
Mainsail Financial Group
Washington
$15.8M +$393K +670 +3%
RZH
1036
Relyea Zuckerberg Hanson
Connecticut
$15.8M +$28.7K +49 +0.2%
AAM
1037
Alphadyne Asset Management
New York
$15.8M +$15.8M +26,928 New
OL
1038
Optas LLC
Texas
$15.8M
EIP
1039
Ellis Investment Partners
Pennsylvania
$15.7M -$23.4K -40 -0.1%
MG
1040
McHugh Group
Ohio
$15.6M +$15.6M +26,700 New
SC
1041
SouthState Corp
Florida
$15.6M -$182K -310 -1%
MWPCG
1042
Measured Wealth Private Client Group
New Hampshire
$15.6M -$720K -1,229 -4%
SWA
1043
Sax Wealth Advisors
New Jersey
$15.6M +$168K +286 +1%
CSD
1044
Clear Street Derivatives
New York
$15.6M +$7.92M +13,508 +103%
FA
1045
Fiducient Advisors
Illinois
$15.6M -$687K -1,172 -4%
TC
1046
Trilogy Capital
California
$15.6M +$12.8M +21,826 +459%
SAS
1047
Stelac Advisory Services
New York
$15.6M -$528K -898 -3%
FPW
1048
Flagship Private Wealth
Massachusetts
$15.5M -$328K -560 -2%
IAS
1049
IMA Advisory Services
Colorado
$15.5M +$15.5M +26,493 New
WIA
1050
Wealthedge Investment Advisors
New York
$15.5M +$15.5M +26,470 New