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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 %
CFP
1626
Cypress Financial Planning
New Jersey
$6.22M -$135K -231 -2%
SAM
1627
Seelaus Asset Management
New Jersey
$6.21M -$296K -505 -5%
BCB
1628
Brian C. Broderick
$6.21M
TPW
1629
TL Private Wealth
Texas
$6.21M -$223K -377 -3%
AIFAIM
1630
American Institute for Advanced Investment Management
Arizona
$6.19M -$69.2K -118 -1%
MWA
1631
Merkkuri Wealth Advisors
New York
$6.19M -$165K -281 -3%
HSG
1632
Helen Stephens Group
Texas
$6.17M +$161K +274 +3%
ADL
1633
Asset Dedication LLC
California
$6.16M +$1.32M +2,246 +27%
ODIJL
1634
One Day In July LLC
Vermont
$6.11M -$42.8K -73 -0.7%
DMC
1635
Drexel Morgan & Co
Pennsylvania
$6.09M
FCMT
1636
Founders Capital Management (Texas)
Texas
$6.06M -$99.6K -170 -2%
CFIA
1637
Cantor Fitzgerald Investment Advisors
New York
$6.05M -$219K -374 -3%
IA
1638
Integrity Alliance
Iowa
$6.05M +$6.05M +10,324 New
PSCM
1639
Per Stirling Capital Management
Texas
$6.05M +$1.73M +2,949 +40%
WCP
1640
Wick Capital Partners
Pennsylvania
$6.02M -$1.05M -1,789 -15%
TPA
1641
Trivium Point Advisory
Connecticut
$6.02M +$1.03M +1,752 +21%
PFW
1642
Petros Family Wealth
Minnesota
$6.01M +$6.01M +10,253 New
MIM
1643
Marshall Investment Management
Colorado
$6M +$6M +10,455 New
MDSL
1644
M.D. Sass LLC
New York
$5.99M
CRWM
1645
Castle Rock Wealth Management
California
$5.99M -$2.9M -4,749 -33%
CVA
1646
Central Valley Advisors
California
$5.97M -$22.9K -39 -0.4%
PA
1647
Perennial Advisors
New York
$5.97M +$5.97M +10,179 New
CBT
1648
Crews Bank & Trust
Florida
$5.95M +$5.95M +10,156 New
CWM
1649
Cordatus Wealth Management
Pennsylvania
$5.95M -$8.67M -14,793 -59%
ACM
1650
Absolute Capital Management
Pennsylvania
$5.94M -$44.6K -76 -0.7%