SPY icon

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 %
NPFS
1676
Novak & Powell Financial Services
Florida
$5.77M -$364K -621 -6%
VCP
1677
Vista Capital Partners
Oregon
$5.77M -$59.2K -101 -1%
AAM
1678
Aureus Asset Management
Massachusetts
$5.77M -$87.9K -150 -2%
WPC
1679
White Pine Capital
Minnesota
$5.76M -$372K -634 -6%
EW
1680
Elyxium Wealth
California
$5.76M -$100K -171 -2%
CTA
1681
Camelot Technology Advisors
California
$5.75M -$169K -288 -3%
FFW
1682
Fusion Family Wealth
New York
$5.74M -$11.1K -19 -0.2%
SCM
1683
Sterling Capital Management
North Carolina
$5.73M
PWPS
1684
Pinnacle Wealth Planning Services
Ohio
$5.73M +$1.32M +2,250 +30%
IPW
1685
Impact Partnership Wealth
Georgia
$5.72M +$629K +1,073 +12%
OIM
1686
Orca Investment Management
Oregon
$5.72M -$251K -428 -4%
DWM
1687
Defined Wealth Management
Oregon
$5.71M -$31.6K -54 -0.6%
DFA
1688
DHK Financial Advisors
New Hampshire
$5.69M +$450K +766 +9%
KA
1689
Kearns & Associates
California
$5.66M
TWA
1690
TCI Wealth Advisors
Arizona
$5.65M -$4.69K -8 -0.1%
SIC
1691
Samalin Investment Counsel
New York
$5.65M +$529K +902 +10%
JWBC
1692
John W. Brooker & Co
California
$5.65M +$21.1K +36 +0.4%
MF
1693
Montis Financial
Massachusetts
$5.63M +$65.6K +112 +1%
FCM
1694
Fire Capital Management
California
$5.63M +$5.63M +9,600 New
AFG
1695
Arkansas Financial Group
Arkansas
$5.61M -$465K -794 -8%
WA
1696
Waddell & Associates
Tennessee
$5.6M -$206K -351 -4%
GSWM
1697
Greenup Street Wealth Management
Michigan
$5.59M +$809K +1,381 +17%
Polen Capital Management
1698
Polen Capital Management
Florida
$5.59M +$4.5M +7,676 +412%
MPCA
1699
Madison Park Capital Advisors
Washington
$5.58M -$13.5K -23 -0.2%
PCMF
1700
Private Capital Management (Florida)
Florida
$5.58M +$15.8K +27 +0.3%