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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 %
CW
1501
CIC Wealth
Maryland
$5.55M +$301K +575 +6%
DP
1502
DDD Partners
Washington
$5.55M -$27.8M -53,144 -83%
SFFS
1503
Stonehage Fleming Financial Services
Jersey
$5.54M +$3.69M +9,009 +199%
R
1504
Rebalance
California
$5.53M +$30.3K +58 +0.6%
CAM
1505
Covenant Asset Management
New Jersey
$5.5M +$493K +943 +10%
LIA
1506
LBMC Investment Advisors
Tennessee
$5.49M +$25.6K +49 +0.5%
PB
1507
Pinnacle Bancorp
Nebraska
$5.49M +$9.94K +19 +0.2%
PSCM
1508
Per Stirling Capital Management
Texas
$5.48M +$24.1K +46 +0.4%
AAS
1509
Annex Advisory Services
Wisconsin
$5.48M +$763K +1,458 +16%
H
1510
HoyleCohen
California
$5.47M +$234K +448 +4%
LC
1511
LCNB Corp
Ohio
$5.47M -$9.94K -19 -0.2%
AT
1512
American Trust
Kentucky
$5.47M -$500K -956 -8%
KF
1513
KKM Financial
Illinois
$5.46M -$251K -479 -4%
HF
1514
Halpern Financial
Virginia
$5.46M -$210K -405 -4%
AFG
1515
Arkansas Financial Group
Arkansas
$5.45M -$95.7K -183 -2%
NPFS
1516
Novak & Powell Financial Services
Florida
$5.44M +$34.5K +66 +0.6%
SAM
1517
Seelaus Asset Management
New Jersey
$5.44M -$281K -538 -5%
WPC
1518
White Pine Capital
Minnesota
$5.44M +$270K +538 +5%
AA
1519
Auxano Advisors
Washington
$5.43M +$673K +1,286 +14%
PWM
1520
Power Wealth Management
Georgia
$5.42M -$25.1K -48 -0.5%
GC
1521
Garde Capital
Washington
$5.41M +$152K +290 +3%
VCP
1522
Vista Capital Partners
Oregon
$5.38M -$161K -308 -3%
DMC
1523
Drexel Morgan & Co
Pennsylvania
$5.35M +$23.5K +45 +0.4%
OSNBOA
1524
Old Second National Bank of Aurora
Illinois
$5.33M -$619K -1,183 -10%
LWMT
1525
Legacy Wealth Management (Tennessee)
Tennessee
$5.32M +$834K +1,594 +19%