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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 %
PWA
1276
PCG Wealth Advisors
Kansas
$8.02M +$1.48M +2,827 +23%
MCC
1277
Money Concepts Capital
Florida
$7.97M +$553K +1,057 +7%
BAAM
1278
Baker Avenue Asset Management
California
$7.95M -$287K -548 -3%
PCM
1279
Perritt Capital Management
Illinois
$7.93M +$80K +153 +1%
OWA
1280
ORBA Wealth Advisors
Illinois
$7.93M +$1.75M +3,351 +28%
WA
1281
WBH Advisory
Maryland
$7.9M -$906K -1,733 -10%
SFP
1282
Sandbox Financial Partners
Maryland
$7.89M +$503K +962 +7%
UWPG
1283
Ullmann Wealth Partners Group
Florida
$7.86M +$148K +283 +2%
ECP
1284
Epacria Capital Partners
Colorado
$7.85M
RCM
1285
RB Capital Management
Nevada
$7.83M +$47.6K +91 +0.6%
HSA
1286
HBK Sorce Advisory
Pennsylvania
$7.82M +$2.26M +4,313 +41%
FFM
1287
Forum Financial Management
Illinois
$7.81M -$191K -365 -2%
NF
1288
Nvest Financial
New Hampshire
$7.81M +$402K +768 +5%
HWM
1289
Horizon Wealth Management
Illinois
$7.8M +$507K +969 +7%
WTA
1290
Washington Trust Advisors
Massachusetts
$7.79M -$16.2K -31 -0.2%
QPWM
1291
Quadrant Private Wealth Management
Pennsylvania
$7.79M -$127K -242 -2%
WWC
1292
Waypoint Wealth Counsel
Georgia
$7.78M +$1.64M +3,127 +27%
VCM
1293
Vivaldi Capital Management
Illinois
$7.76M +$733K +1,408 +10%
PFBT
1294
Parkside Financial Bank & Trust
Missouri
$7.75M +$3.7M +7,082 +92%
BA
1295
Brightwater Advisory
Florida
$7.72M -$49.2K -94 -0.6%
SCM
1296
Sage Capital Management
New Jersey
$7.7M +$8.37K +16 +0.1%
CA
1297
CGN Advisors
Kansas
$7.69M +$324K +620 +4%
MA
1298
MAS Advisors
Florida
$7.68M
QFA
1299
Quattro Financial Advisors
Texas
$7.67M +$7.42M +14,184 +2,986%
SSCM
1300
Spectrum Strategic Capital Management
Oregon
$7.66M -$673K -1,286 -8%