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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 %
LIA
1201
Luken Investment Analytics
Tennessee
$12.1M -$22.3K -38 -0.2%
GLA
1202
Good Life Advisors
Pennsylvania
$12.1M -$801K -1,367 -6%
CAS
1203
Coppell Advisory Solutions
Texas
$12M +$889K +1,511 +8%
LWM
1204
Lyell Wealth Management
California
$12M -$28.7K -49 -0.2%
TPI
1205
Trust Point Inc
Wisconsin
$12M +$9.01M +15,381 +301%
GFPC
1206
Global Financial Private Client
Florida
$12M -$126K -215 -1%
TCM
1207
Towercrest Capital Management
Pennsylvania
$12M +$101K +172 +0.8%
HWA
1208
Hillcrest Wealth Advisors
New Jersey
$12M -$87.9K -150 -0.7%
SCA
1209
Sage Capital Advisors
South Dakota
$12M -$146K -249 -1%
NWA
1210
Navis Wealth Advisors
New York
$12M -$21.7K -37 -0.2%
BWA
1211
BlueChip Wealth Advisors
Georgia
$12M +$833K +1,422 +7%
BAM
1212
Berkshire Asset Management
Pennsylvania
$11.9M -$1.9M -3,122 -14%
AWMT
1213
AAFMAA Wealth Management & Trust
North Carolina
$11.9M +$109K +186 +0.9%
MNA
1214
Manning & Napier Advisors
New York
$11.9M -$181K -308 -1%
MBT
1215
Montecito Bank & Trust
California
$11.9M -$1.13M -1,934 -9%
AO
1216
Advisor OS
Illinois
$11.9M -$106K -181 -0.9%
SFP
1217
Sandbox Financial Partners
Maryland
$11.8M +$1.33M +2,275 +13%
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$11.8M -$31.1K -53 -0.3%
SPWM
1219
Schrum Private Wealth Management
Florida
$11.8M -$9.24M -15,760 -44%
CCG
1220
Cypress Capital Group
Florida
$11.8M -$961K -1,639 -8%
IP
1221
Isomer Partners
New York
$11.8M +$11.8M +20,000 New
BCM
1222
Bienville Capital Management
New York
$11.8M -$399K -678 -3%
MSA
1223
MUFG Securities Americas
New York
$11.7M +$11.7M +20,000 New
TFGT
1224
TS Financial Group (TSFG)
Illinois
$11.7M -$154K -262 -1%
UB
1225
UMB Bank
Missouri
$11.7M -$274K -467 -2%