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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 %
Nisa Investment Advisors
1576
Nisa Investment Advisors
Missouri
$4.99M +$4.99M +9,518 New
RGC
1577
Roberts, Glore & Co
Illinois
$4.98M -$76.9K -147 -2%
MDSL
1578
M.D. Sass LLC
New York
$4.98M
UL
1579
Unionview LLC
Washington
$4.98M -$6.8K -13 -0.1%
ZP
1580
Zimmer Partners
New York
$4.97M +$4.97M +9,500 New
JWM
1581
JFG Wealth Management
Colorado
$4.97M +$2.89M +5,531 +139%
PCMF
1582
Private Capital Management (Florida)
Florida
$4.96M +$7.85K +15 +0.2%
GLLW
1583
Graves Light Lenhart Wealth
Virginia
$4.96M -$248K -474 -5%
PA
1584
Perennial Advisors
New York
$4.95M -$7.17M -13,703 -59%
LNB
1585
Ledyard National Bank
$4.94M -$4.19K -8 -0.1%
PO
1586
Private Ocean
California
$4.93M -$282K -540 -5%
CCWM
1587
Cassaday & Co Wealth Management
Virginia
$4.91M +$240K +459 +5%
HWM
1588
Hohimer Wealth Management
Washington
$4.9M +$586K +1,121 +14%
MPCA
1589
Madison Park Capital Advisors
Washington
$4.89M -$51.8K -99 -1%
TNA
1590
True North Advisors
Texas
$4.89M -$247K -473 -5%
MMHP
1591
Murphy Middleton Hinkle & Parker
Georgia
$4.88M +$4.19K +8 +0.1%
CFP
1592
Cypress Financial Planning
New Jersey
$4.87M +$50.2K +96 +1%
LI
1593
LRI Investments
Florida
$4.87M +$4.87M +9,302 New
FCB
1594
First County Bank
Connecticut
$4.86M -$6.82M -13,031 -58%
BRG
1595
Bay Rivers Group
Virginia
$4.85M -$87.9K -168 -2%
MIM
1596
MTM Investment Management
South Carolina
$4.84M +$92.1K +176 +2%
HIA
1597
Harbor Investment Advisory
Maryland
$4.83M +$315K +602 +7%
IPWA
1598
International Private Wealth Advisors
California
$4.82M -$2.27M -4,332 -32%
FCM
1599
Fogel Capital Management
Florida
$4.81M +$87.9K +172 +2%
JAG
1600
Journey Advisory Group
Kentucky
$4.8M -$85.8K -164 -2%