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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 %
PWM
1076
Peterson Wealth Management
Nevada
$11.7M +$383K +732 +3%
MFA
1077
Mayflower Financial Advisors
Massachusetts
$11.7M -$34K -65 -0.3%
LCM
1078
LVM Capital Management
Michigan
$11.7M +$127K +242 +1%
GSC
1079
Ground Swell Capital
South Carolina
$11.6M +$11.6M +22,231 New
OIS
1080
Okabena Investment Services
Minnesota
$11.6M -$4.15M -7,934 -26%
GKWIM
1081
Gerber Kawasaki Wealth & Investment Management
California
$11.6M +$957K +1,829 +9%
TSS
1082
Two Sigma Securities
New York
$11.6M -$72M -137,604 -86%
NPT
1083
Nixon Peabody Trust
Massachusetts
$11.6M +$1.34M +2,553 +13%
CT
1084
Cambridge Trust
Massachusetts
$11.5M -$2.37M -4,529 -17%
SP
1085
Successful Portfolios
Florida
$11.5M -$456K -872 -4%
RZH
1086
Relyea Zuckerberg Hanson
Connecticut
$11.5M +$23K +44 +0.2%
NL
1087
NWAM LLC
Washington
$11.5M -$223K -428 -2%
SFG
1088
Sowa Financial Group
Rhode Island
$11.5M
SCA
1089
Sage Capital Advisors
South Dakota
$11.5M -$31.9K -61 -0.3%
FA
1090
Forefront Analytics
Pennsylvania
$11.4M +$45K +86 +0.4%
EE
1091
EWG Elevate
California
$11.2M -$4.12M -7,876 -27%
PWM
1092
Paulson Wealth Management
Illinois
$11.2M +$1.08M +2,067 +11%
LAS
1093
LWM Advisory Services
Florida
$11.2M -$70.6K -135 -0.6%
MLL
1094
Moody Lynn & Lieberson
Massachusetts
$11.2M -$110K -210 -1%
HWA
1095
Hillcrest Wealth Advisors
New Jersey
$11.2M -$1.86M -3,550 -14%
DAM
1096
Deltec Asset Management
New York
$11.2M -$1.85M -3,540 -14%
LSPW
1097
Lake Street Private Wealth
Illinois
$11.2M +$118K +225 +1%
IB
1098
Intrust Bank
Kansas
$11.1M -$292K -559 -3%
HCM
1099
Highview Capital Management
Illinois
$11.1M +$1.82M +3,487 +20%
AMBIA
1100
Allen Mooney & Barnes Investment Advisors
Georgia
$11.1M -$1.74M -3,351 -14%