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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 %
BCM
1301
BTC Capital Management
Iowa
$7.65M +$7.65M +14,627 New
SWRP
1302
Summit Wealth & Retirement Planning
California
$7.64M +$164K +314 +2%
LTL
1303
Lowery Thomas LLC
California
$7.64M -$90K -172 -1%
LFG
1304
Larson Financial Group
Missouri
$7.63M +$2.51M +4,800 +49%
WCM
1305
Washington Capital Management
Washington
$7.63M -$723K -1,382 -9%
ST
1306
Smithfield Trust
Pennsylvania
$7.63M -$211K -404 -3%
FPAS
1307
Focus Partners Advisor Solutions
Missouri
$7.62M +$1.67M +3,185 +28%
KWS
1308
Keystone Wealth Services
California
$7.62M +$129K +246 +2%
SVWAG
1309
Sound View Wealth Advisors Group
Georgia
$7.61M +$2.34M +4,474 +44%
CAM
1310
Concorde Asset Management
Michigan
$7.61M -$4.68M -8,952 -38%
SHWM
1311
Smith & Howard Wealth Management
Georgia
$7.6M +$6.9M +13,185 +974%
BTWM
1312
Baker Tilly Wealth Management
Wisconsin
$7.6M -$2.89M -5,526 -28%
FFA
1313
Farther Finance Advisors
California
$7.56M +$5.78M +11,069 +324%
B
1314
Bensler
Washington
$7.55M +$627K +1,198 +9%
HR
1315
Howe & Rusling
New York
$7.54M -$4.2M -8,035 -36%
RPWA
1316
Regent Peak Wealth Advisors
Georgia
$7.54M -$417K -798 -5%
CFO
1317
Collective Family Office
Pennsylvania
$7.54M -$17.3K -33 -0.2%
DWP
1318
Daymark Wealth Partners
Ohio
$7.54M +$8.89K +17 +0.1%
OCM
1319
Objective Capital Management
Ohio
$7.53M -$130K -248 -2%
CAWM
1320
Capital Advisors Wealth Management
Washington
$7.53M +$7.21M +13,775 +2,236%
FFM
1321
Fullerton Fund Management
Singapore
$7.52M +$2.57M +4,921 +52%
DCP
1322
Durable Capital Partners
Maryland
$7.48M -$78.9M -150,746 -91%
MSAM
1323
Moloney Securities Asset Management
Missouri
$7.47M +$804K +1,537 +12%
SMG
1324
Smart Money Group
Texas
$7.45M -$721K -1,436 -9%
ZF
1325
Zhang Financial
Michigan
$7.42M +$337K +644 +5%