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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 %
C
1426
Cliffwater
California
$6.38M
BIC
1427
Beach Investment Counsel
Pennsylvania
$6.37M
IWP
1428
Invenio Wealth Partners
Florida
$6.36M -$444K -848 -7%
WB
1429
West Bancorporation
Iowa
$6.36M -$207K -396 -3%
DL
1430
DOHJ LLC
Washington
$6.33M +$286K +547 +5%
CWP
1431
CFM Wealth Partners
Texas
$6.33M +$830K +1,586 +15%
LA
1432
Latitude Advisors
Florida
$6.32M -$553K -1,058 -8%
ONST
1433
Old North State Trust
North Carolina
$6.3M +$6.3M +12,049 New
BHWM
1434
Bar Harbor Wealth Management
New Hampshire
$6.3M +$1.34M +2,560 +27%
FCCM
1435
First City Capital Management
Georgia
$6.29M +$1.05K +2 +0%
P
1436
&Partners
Tennessee
$6.28M +$4.04M +7,772 +180%
BMMM
1437
Boston Mountain Money Management
Arkansas
$6.27M +$6.27M +11,984 New
WCFA
1438
Walkner Condon Financial Advisors
Wisconsin
$6.26M -$2.42M -4,626 -28%
VBFG
1439
Vishria Bird Financial Group
Tennessee
$6.25M -$25.6K -49 -0.4%
FMII
1440
Farmers & Merchants Investments Inc
Nebraska
$6.25M +$44.5K +85 +0.7%
RW
1441
REDW Wealth
New Mexico
$6.25M -$74.3K -142 -1%
XSC
1442
X-Square Capital
Puerto Rico
$6.22M +$537K +1,069 +9%
CAM
1443
Cozad Asset Management
Illinois
$6.17M -$793K -1,516 -11%
SIC
1444
Shoker Investment Counsel
Ohio
$6.16M -$143K -273 -2%
Kayne Anderson Rudnick Investment Management
1445
Kayne Anderson Rudnick Investment Management
California
$6.15M +$144K +276 +2%
MCM
1446
Monument Capital Management
Virginia
$6.11M -$13.7M -26,159 -69%
CSS
1447
Cubist Systematic Strategies
Connecticut
$6.08M +$6.08M +11,628 New
MWM
1448
MGB Wealth Management
Texas
$6.08M +$216K +412 +4%
CSPAM
1449
Cary Street Partners Asset Management
Virginia
$6.06M -$1.26M -2,410 -17%
FP
1450
Fiduciary Planning
Florida
$6.06M +$288K +550 +5%