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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 %
ACM
1526
Ashford Capital Management
Delaware
$7.19M -$118K -202 -2%
AT
1527
American Trust
Kentucky
$7.18M +$4.81M +8,202 +202%
PCS
1528
Private Client Services
Kentucky
$7.16M +$1.39M +2,379 +24%
MWM
1529
MGB Wealth Management
Texas
$7.16M +$149K +254 +2%
C
1530
Cliffwater
California
$7.15M
AAS
1531
Annex Advisory Services
Wisconsin
$7.15M +$1.01M +1,718 +16%
CAC
1532
Certified Advisory Corp
Florida
$7.14M +$473K +807 +7%
TWPM
1533
Total Wealth Planning & Management
Florida
$7.13M +$7.13M +12,171 New
BHWM
1534
Bar Harbor Wealth Management
New Hampshire
$7.08M -$69.2K -118 -1%
MNBTD
1535
Moody National Bank Trust Division
Texas
$7.06M +$363K +620 +5%
HSA
1536
HBK Sorce Advisory
Pennsylvania
$7.05M +$220K +375 +3%
TI
1537
Truepoint Inc
Ohio
$7.04M +$34K +58 +0.5%
HB
1538
HTLF Bank
Colorado
$7.04M -$13.5K -23 -0.2%
ACP
1539
Arcus Capital Partners
Georgia
$7.03M +$2.49M +4,766 +55%
LCAM
1540
London & Capital Asset Management
United Kingdom
$7.02M +$7.02M +11,986 New
RCAG
1541
Rehmann Capital Advisory Group
Michigan
$7.01M +$982K +1,676 +16%
VBFG
1542
Vishria Bird Financial Group
Tennessee
$7.01M
WB
1543
West Bancorporation
Iowa
$6.99M
RA
1544
Rockingstone Advisors
Massachusetts
$6.98M -$627K -1,070 -8%
SFG
1545
Sowa Financial Group
Rhode Island
$6.95M -$3.96M -6,764 -36%
GCA
1546
Genesee Capital Advisors
New York
$6.94M -$194K -331 -3%
SRC
1547
Sage Rhino Capital
California
$6.94M +$1.86M +3,180 +37%
CAAM
1548
Cornerstone Advisors Asset Management
Pennsylvania
$6.93M +$586 +1 +0%
IWP
1549
Invenio Wealth Partners
Florida
$6.92M -$176K -301 -2%
HR
1550
Howe & Rusling
New York
$6.9M +$1.22M +2,076 +21%