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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 %
SWM
1251
SeaCrest Wealth Management
New York
$8.54M -$453K -866 -5%
BCM
1252
Bienville Capital Management
New York
$8.52M -$81.3K -155 -0.9%
SAM
1253
Smithbridge Asset Management
Pennsylvania
$8.52M +$8.52M +16,286 New
PSA
1254
Plum Street Advisors
Louisiana
$8.5M -$258K -450 -3%
RCM
1255
Raleigh Capital Management
North Carolina
$8.49M +$219K +419 +3%
CC
1256
Codex Capital
New York
$8.48M
MC
1257
Mirabaud & Cie
Switzerland
$8.48M -$6.74M -12,873 -44%
ADEF
1258
Adams Diversified Equity Fund
Maryland
$8.47M +$8.47M +16,200 New
NB
1259
NBT Bank
New York
$8.46M -$116K -222 -1%
FHA
1260
Flagship Harbor Advisors
Massachusetts
$8.43M -$1.3M -2,482 -13%
ZAM
1261
Zevin Asset Management
Massachusetts
$8.42M -$58.1K -111 -0.7%
PWP
1262
Perfromance Wealth Partners
Illinois
$8.4M -$250K -478 -3%
GSIS
1263
Global Strategic Investment Solutions
Arizona
$8.38M +$29.8K +57 +0.4%
SFWC
1264
Strategic Family Wealth Counselors
New Jersey
$8.38M -$260K -498 -3%
TF
1265
Trek Financial
Arizona
$8.34M -$1.3M -2,478 -13%
WA
1266
Wealth Alliance
New York
$8.32M -$360K -688 -4%
HC
1267
Hoese & Co
Minnesota
$8.31M -$335K -660 -4%
AC
1268
Annandale Capital
Texas
$8.27M -$7.85K -15 -0.1%
PCA
1269
Prosperity Capital Advisors
Ohio
$8.25M +$2.71M +5,173 +49%
VCAM
1270
Van Cleef Asset Management
Ohio
$8.19M +$231K +442 +3%
PAM
1271
Peak Asset Management
Colorado
$8.18M +$253K +483 +3%
LW
1272
Linscomb Wealth
Texas
$8.18M -$157K -301 -2%
TI
1273
Tidal Investments
Wisconsin
$8.14M +$4.75M +9,078 +140%
WP
1274
Westmount Partners
California
$8.09M +$1.03M +1,972 +15%
SWP
1275
Summit Wealth Partners
Florida
$8.02M +$60.2K +115 +0.8%