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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 %
GIM
1401
Goelzer Investment Management
Indiana
$8.86M -$216K -368 -2%
JWM
1402
Jupiter Wealth Management
Colorado
$8.86M +$1.46M +2,486 +20%
AWA
1403
AGH Wealth Advisors
Kansas
$8.83M +$8.83M +15,057 New
LW
1404
Linscomb Wealth
Texas
$8.81M -$225K -384 -2%
ECP
1405
Epacria Capital Partners
Colorado
$8.79M
VG
1406
Visualize Group
New York
$8.79M +$8.79M +15,000 New
WA
1407
Wilmar Advisors
Florida
$8.79M +$8.79M +15,000 New
EIG
1408
Ellenbecker Investment Group
Wisconsin
$8.79M -$1.59M -2,709 -15%
PFA
1409
Pettinga Financial Advisors
Indiana
$8.76M +$908K +1,549 +12%
CAM
1410
Concorde Asset Management
Michigan
$8.76M +$235K +401 +3%
MW
1411
Marcum Wealth
Ohio
$8.76M +$7.55M +12,880 +622%
PCM
1412
Perritt Capital Management
Illinois
$8.74M -$26.4K -45 -0.3%
RC
1413
Roundview Capital
New Jersey
$8.72M +$2.3M +3,927 +36%
WP
1414
WMS Partners
Maryland
$8.71M
WA
1415
WBH Advisory
Maryland
$8.71M +$26.4K +45 +0.3%
NA
1416
Novus Advisors
South Carolina
$8.71M +$8.71M +14,851 New
SAM
1417
Strategy Asset Managers
California
$8.7M +$1.53M +2,618 +21%
FMI
1418
F/M Investments
District of Columbia
$8.69M +$3.47M +5,920 +66%
WP
1419
Westmount Partners
California
$8.68M +$278K +475 +3%
IWP
1420
Innova Wealth Partners
Pennsylvania
$8.65M +$8.65M +14,758 New
IWA
1421
IBEX Wealth Advisors
New Jersey
$8.65M +$8.65M +14,756 New
PSA
1422
Plum Street Advisors
Louisiana
$8.64M -$39.9K -68 -0.5%
ACP
1423
Aveo Capital Partners
Colorado
$8.63M -$5.69M -9,703 -40%
SHWM
1424
Smith & Howard Wealth Management
Georgia
$8.63M -$147K -250 -2%
AWM
1425
Ameliora Wealth Management
Switzerland
$8.61M +$4.04M +6,899 +88%