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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 %
DQRIM
1251
Dale Q Rice Investment Management
Washington
$11.3M +$11.3M +19,249 New
EFG
1252
Elios Financial Group
Ohio
$11.3M -$341K -581 -3%
OWA
1253
ORBA Wealth Advisors
Illinois
$11.2M +$55.1K +94 +0.5%
FNBOO
1254
First National Bank of Omaha
Nebraska
$11.2M +$3.41M +5,820 +44%
AWA
1255
Arkadios Wealth Advisors
Georgia
$11.2M -$304K -519 -3%
FFM
1256
Fullerton Fund Management
Singapore
$11.2M +$8.02M +13,691 +253%
OPW
1257
Oxler Private Wealth
New York
$11.1M +$18.2K +31 +0.2%
QWM
1258
Quadcap Wealth Management
Texas
$11.1M +$633K +1,080 +6%
BFO
1259
Biltmore Family Office
North Carolina
$11.1M -$629K -1,069 -5%
VHAM
1260
Van Hulzen Asset Management
California
$11.1M +$125K +213 +1%
DP
1261
DDD Partners
Washington
$11.1M +$6.76M +11,541 +157%
SJIM
1262
St. Johns Investment Management
Florida
$11M +$842K +1,436 +8%
BFC
1263
Bedel Financial Consulting
Indiana
$11M +$171K +283 +2%
LKWM
1264
Lee-Kelleher Wealth Management
Maryland
$11M +$11M +18,798 New
TWP
1265
TFO Wealth Partners
Ohio
$11M
CP
1266
Canopy Partners
Ohio
$11M
NFA
1267
Northern Financial Advisors
Michigan
$11M -$793K -1,353 -7%
Asset Management One
1268
Asset Management One
Japan
$10.9M +$6.78M +11,400 +163%
WDG
1269
Wealth Dimensions Group
Ohio
$10.9M -$47.5K -81 -0.4%
MWM
1270
MorganRosel Wealth Management
Colorado
$10.9M -$21.1K -36 -0.2%
NL
1271
NWAM LLC
Washington
$10.9M -$2.65M -4,527 -20%
QC
1272
Qalhat Capital
British Virgin Islands
$10.9M
PA
1273
Planning Alternatives
Michigan
$10.8M -$475K -810 -4%
FIC
1274
FCG Investment Company
Tennessee
$10.8M +$10.3M +17,631 +2,140%
BCM
1275
BluePointe Capital Management
California
$10.8M -$145K -246 -1%