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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 %
DFA
1326
Davies Financial Advisors
California
$9.82M +$922K +1,573 +10%
IFWM
1327
Institute for Wealth Management
Colorado
$9.79M +$4.22M +7,208 +76%
IWM
1328
Iams Wealth Management
Nebraska
$9.79M +$1.76M +3,010 +22%
PCMC
1329
Paragon Capital Management (Colorado)
Colorado
$9.78M -$124K -211 -1%
RWB
1330
RMR Wealth Builders
New Jersey
$9.77M -$158K -270 -2%
VCAM
1331
Van Cleef Asset Management
Ohio
$9.76M -$35.2K -60 -0.4%
B
1332
Bensler
Washington
$9.75M +$644K +1,099 +7%
PWP
1333
Perfromance Wealth Partners
Illinois
$9.73M -$30.5K -52 -0.3%
ZF
1334
Zhang Financial
Michigan
$9.72M +$14.1K +24 +0.1%
PCA
1335
Peddock Capital Advisors
Massachusetts
$9.72M +$345K +589 +4%
LWP
1336
LMG Wealth Partners
Louisiana
$9.71M
FWA
1337
Flagship Wealth Advisors
Massachusetts
$9.68M +$9.68M +16,522 New
NLP
1338
Next Level Private
New York
$9.67M -$20.5K -35 -0.2%
CA
1339
Calton & Associates
Florida
$9.66M -$2.96M -5,053 -23%
CB
1340
Community Bank
New York
$9.66M -$69.7K -119 -0.7%
BTI
1341
Blue Trust Inc
Georgia
$9.65M -$1.79M -3,062 -16%
SIC
1342
Sigma Investment Counselors
Michigan
$9.62M -$93.2K -159 -1%
GS
1343
GWN Securities
Florida
$9.61M +$9.61M +15,818 New
PAI
1344
Pittenger & Anderson Inc
Nebraska
$9.59M -$306K -522 -3%
CCG
1345
Chatham Capital Group
Georgia
$9.59M -$213K -363 -2%
PFG
1346
Pinnacle Financial Group
Illinois
$9.56M -$51K -87 -0.5%
ONST
1347
Old North State Trust
North Carolina
$9.53M +$2.53M +4,325 +36%
FFM
1348
Forum Financial Management
Illinois
$9.52M +$341K +581 +4%
CP
1349
Coho Partners
Pennsylvania
$9.45M +$9.05M +15,434 +2,247%
PCMH
1350
Polymer Capital Management (HK)
Hong Kong
$9.42M +$8.49M +14,478 +904%