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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 %
PCFFS
1126
Pacific Center for Financial Services
California
$13.8M -$114K -195 -0.8%
KJHP
1127
K.J. Harrison & Partners
Ontario, Canada
$13.7M -$113K -194 -0.8%
MFG
1128
Magnus Financial Group
New York
$13.7M +$678K +1,157 +5%
MWM
1129
MinichMacGregor Wealth Management
New York
$13.7M +$2.46M +4,194 +22%
EFG
1130
Ethos Financial Group
Pennsylvania
$13.7M -$396K -674 -3%
HW
1131
Hedeker Wealth
Illinois
$13.7M -$1.3M -2,224 -9%
EAM
1132
Evanson Asset Management
California
$13.7M +$642K +1,096 +5%
OIA
1133
Optimum Investment Advisors
Illinois
$13.6M +$60.4K +103 +0.4%
SMH
1134
Sanders Morris Harris
Texas
$13.6M +$5.61M +9,562 +70%
TSM
1135
Two Star Manager
Florida
$13.6M -$4.72M -8,049 -26%
AIC
1136
Ayalon Insurance Company
Israel
$13.6M +$82.3K +140 +0.6%
CA
1137
Cambridge Associates
Massachusetts
$13.6M -$27.9M -47,605 -67%
CIM
1138
Confluence Investment Management
Missouri
$13.6M -$1.48M -2,533 -10%
DJSG
1139
D.J. St. Germain
Massachusetts
$13.5M -$615K -1,050 -4%
HFS
1140
Hopwood Financial Services
Virginia
$13.5M +$13.5M +23,041 New
HVIA
1141
Hudson Valley Investment Advisors
New York
$13.5M -$645K -1,100 -5%
NC
1142
NBW Capital
Massachusetts
$13.5M -$4.13M -7,043 -23%
OFG
1143
Opulen Financial Group
Virginia
$13.4M +$13.4M +22,934 New
BWP
1144
Balboa Wealth Partners
Arizona
$13.4M +$929K +1,585 +7%
LWANC
1145
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.4M +$96.7K +165 +0.7%
TFCP
1146
Twin Focus Capital Partners
Massachusetts
$13.4M -$503K -858 -4%
VWM
1147
Venturi Wealth Management
Texas
$13.4M +$6.34M +10,819 +90%
GAM
1148
Grandview Asset Management
Pennsylvania
$13.3M +$2.11M +3,597 +19%
Simplex Trading
1149
Simplex Trading
Illinois
$13.3M +$13.3M +22,614 New
AP
1150
Appleton Partners
Massachusetts
$13.2M -$359K -613 -3%