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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 %
ACP
1476
Aveo Capital Partners
Colorado
$5.82M -$405K -792 -7%
BIG
1477
Brooklyn Investment Group
New York
$5.8M -$917K -1,756 -14%
CFIA
1478
Cantor Fitzgerald Investment Advisors
New York
$5.79M -$8.89K -17 -0.2%
WDL
1479
Well Done LLC
Michigan
$5.78M -$35K -67 -0.6%
TSW
1480
Three Seasons Wealth
Utah
$5.78M +$5.51M +10,583 +2,008%
EWA
1481
Etesian Wealth Advisors
Oregon
$5.78M -$46K -88 -0.8%
TPW
1482
TL Private Wealth
Texas
$5.76M -$486K -935 -8%
AWA
1483
Alta Wealth Advisors
Massachusetts
$5.75M +$432K +826 +8%
IIM
1484
Intact Investment Management
Quebec, Canada
$5.75M
W
1485
WorthPointe
California
$5.74M -$297K -568 -5%
TCWM
1486
Total Clarity Wealth Management
Illinois
$5.72M +$238K +455 +4%
JWM
1487
Jupiter Wealth Management
Colorado
$5.72M +$259K +501 +5%
HNWAG
1488
High Net Worth Advisory Group
Florida
$5.72M +$2.84M +5,433 +99%
FA
1489
Fiducient Advisors
Illinois
$5.71M +$3.91M +7,474 +217%
ST
1490
Sabal Trust
Florida
$5.71M -$88.4K -169 -2%
SHFP
1491
Second Half Financial Partners
Florida
$5.7M +$1.14M +2,188 +25%
AAM
1492
Aureus Asset Management
Massachusetts
$5.7M +$407K +778 +8%
EWA
1493
EverSource Wealth Advisors
Alabama
$5.7M +$1.52M +3,025 +36%
SJGA
1494
Stephen J. Garry & Associates
New York
$5.68M +$178K +341 +3%
FRM
1495
Fox Run Management
Connecticut
$5.67M +$994K +1,900 +21%
AIFAIM
1496
American Institute for Advanced Investment Management
Arizona
$5.67M -$216K -412 -4%
SIC
1497
Samalin Investment Counsel
New York
$5.65M +$323K +617 +6%
WCM
1498
Windsor Capital Management
Arizona
$5.56M -$98.3K -188 -2%
CFS
1499
Coordinated Financial Services
Colorado
$5.56M +$5.56M +10,626 New
MSA
1500
McAlister Sweet & Associates
Texas
$5.55M +$26.2K +50 +0.5%