SPY icon

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 %
BA
1626
Bridge Advisory
California
$4.6M +$60.2K +115 +1%
SWA
1627
Sightline Wealth Advisors
Connecticut
$4.6M +$63.3K +121 +1%
CFO
1628
Colony Family Offices
North Carolina
$4.59M +$5.25K +10 +0.1%
COCM
1629
Charter Oak Capital Management
New Hampshire
$4.58M -$38.7K -74 -0.8%
SEIA
1630
Signature Estate & Investment Advisors
California
$4.57M -$11.6M -22,143 -72%
SCA
1631
Sandy Cove Advisors
Massachusetts
$4.57M +$12K +23 +0.3%
LIM
1632
Loudon Investment Management
New Hampshire
$4.57M +$62.2K +119 +1%
LFG
1633
Lockerman Financial Group
California
$4.57M -$53.4K -102 -1%
PAA
1634
Peregrine Asset Advisers
Oregon
$4.55M
VAM
1635
Vienna Asset Management
California
$4.54M +$8.36K +16 +0.2%
American Century Companies
1636
American Century Companies
Missouri
$4.54M +$2.51M +4,790 +123%
TPWA
1637
Twin Peaks Wealth Advisors
California
$4.54M +$376K +718 +9%
IWP
1638
Innova Wealth Partners
Pennsylvania
$4.53M -$3.95M -7,549 -47%
GA
1639
GSG Advisors
New Jersey
$4.52M +$34.8K +67 +0.8%
MWM
1640
Marietta Wealth Management
Georgia
$4.52M +$517K +988 +13%
BWM
1641
Baron Wealth Management
Michigan
$4.52M -$6.28K -12 -0.1%
APW
1642
Austin Private Wealth
Texas
$4.52M +$859K +1,653 +23%
SRC
1643
Sage Rhino Capital
California
$4.51M +$12K +23 +0.3%
MPCL
1644
My Personal CFO LLC
Washington
$4.5M +$16.2K +31 +0.4%
AC
1645
Apella Capital
Connecticut
$4.5M +$3.64K +7 +0.1%
KNFPWM
1646
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.49M +$1.08M +2,066 +32%
APW
1647
Aurora Private Wealth
New Jersey
$4.49M +$1.05K +2 +0%
Nuveen Asset Management
1648
Nuveen Asset Management
Illinois
$4.48M +$2.12M +4,057 +90%
GCM
1649
Ghisallo Capital Management
Massachusetts
$4.48M -$14.7M -28,105 -77%
SC
1650
Steph & Co
Wisconsin
$4.47M