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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 %
OWP
1476
Obermeyer Wealth Partners
Colorado
$7.89M +$32.2K +55 +0.4%
AA
1477
Armis Advisers
Georgia
$7.87M +$7.87M +13,421 New
BIC
1478
Beach Investment Counsel
Pennsylvania
$7.86M
EAM
1479
Empirical Asset Management
Massachusetts
$7.86M +$48.6K +83 +0.6%
AGP
1480
Autumn Glory Partners
Texas
$7.86M -$1.8M -3,076 -19%
CWM
1481
Capital Wealth Management
Rhode Island
$7.84M -$269K -459 -3%
CFO
1482
Collective Family Office
Pennsylvania
$7.83M -$30.5K -52 -0.4%
EWA
1483
Etesian Wealth Advisors
Oregon
$7.82M +$53.3K +91 +0.7%
OCM
1484
Objective Capital Management
Ohio
$7.79M -$902K -1,539 -10%
AC
1485
Apella Capital
Connecticut
$7.78M +$418K +713 +6%
ISB
1486
Iowa State Bank
Iowa
$7.71M -$604K -1,030 -7%
SWRP
1487
Summit Wealth & Retirement Planning
California
$7.69M -$99.6K -170 -1%
ACA
1488
Aspire Capital Advisors
Washington
$7.66M +$151K +257 +2%
FWP
1489
FAS Wealth Partners
Kansas
$7.66M -$280K -477 -4%
VA
1490
Valmark Advisers
Ohio
$7.65M +$421K +719 +6%
FCCM
1491
First City Capital Management
Georgia
$7.64M -$586 -1 -0%
HIA
1492
Harbor Investment Advisory
Maryland
$7.63M +$556K +949 +8%
VC
1493
Veracity Capital
Georgia
$7.61M +$21.1K +36 +0.3%
BWM
1494
Bulltick Wealth Management
Florida
$7.61M +$5.02M +8,530 +194%
CFD
1495
Creative Financial Designs
Indiana
$7.59M +$200K +341 +3%
PPW
1496
Parcion Private Wealth
Washington
$7.58M +$7.21M +12,294 +1,948%
Betterment LLC
1497
Betterment LLC
New York
$7.57M -$35.8K -61 -0.5%
MPM
1498
Meritage Portfolio Management
Kansas
$7.57M +$152K +260 +2%
PCH
1499
PGIM Custom Harvest
New Jersey
$7.54M +$509K +868 +7%
FMII
1500
Farmers & Merchants Investments Inc
Nebraska
$7.53M +$8.21K +14 +0.1%