SPY icon

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 %
S
1051
Sachetta
Massachusetts
$12.2M
HFS
1052
Howard Financial Services
Texas
$12.1M -$784K -1,499 -6%
MFG
1053
Mainsail Financial Group
Washington
$12.1M +$417K +797 +4%
TYCC
1054
Texas Yale Capital Corp
Florida
$12.1M +$242K +462 +2%
Lazard Asset Management
1055
Lazard Asset Management
New York
$12M -$8.98M -17,175 -43%
MA
1056
MONECO Advisors
Connecticut
$12M +$626K +1,196 +6%
WBC
1057
West Branch Capital
Massachusetts
$12M +$746K +1,427 +7%
MBFW
1058
Morton Brown Family Wealth
Pennsylvania
$12M -$271K -519 -2%
BWP
1059
Balboa Wealth Partners
Arizona
$12M +$861K +1,646 +8%
NFA
1060
Northern Financial Advisors
Michigan
$11.9M -$962K -1,840 -7%
PCFFS
1061
Pacific Center for Financial Services
California
$11.9M +$505K +965 +4%
SPIS
1062
Steward Partners Investment Solutions
Oregon
$11.8M +$1.05M +2,015 +10%
EAM
1063
Evanson Asset Management
California
$11.8M -$1.46M -2,793 -11%
LWANC
1064
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.8M -$217K -414 -2%
OIA
1065
Optimum Investment Advisors
Illinois
$11.8M +$327K +626 +3%
UB
1066
UMB Bank
Missouri
$11.8M -$857K -1,639 -7%
MBT
1067
Montecito Bank & Trust
California
$11.8M +$636K +1,216 +6%
AIC
1068
Ayalon Insurance Company
Israel
$11.8M +$1.93M +3,684 +20%
SWA
1069
SFMG Wealth Advisors
Texas
$11.8M +$149K +285 +1%
NB
1070
Nicolet Bankshares
Wisconsin
$11.8M +$1.62M +3,104 +16%
KJHP
1071
K.J. Harrison & Partners
Ontario, Canada
$11.8M +$27.2K +52 +0.2%
NFG
1072
Nations Financial Group
Iowa
$11.8M +$311K +594 +3%
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7M -$81.1K -155 -0.7%
AIP
1074
Ameritas Investment Partners
Nebraska
$11.7M +$785K +1,500 +7%
AGM
1075
Alpine Global Management
New York
$11.7M +$11.7M +22,355 New