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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 %
PCS
1701
Personal CFO Solutions
New Jersey
$4.12M -$65.9K -126 -2%
SPP
1702
Single Point Partners
Massachusetts
$4.11M -$12K -23 -0.3%
TF
1703
Tompkins Financial
New York
$4.1M -$23.5K -45 -0.6%
DIM
1704
Delta Investment Management
California
$4.1M +$19.4K +37 +0.5%
CWM
1705
Chesapeake Wealth Management
Virginia
$4.09M -$89.4K -171 -2%
BWA
1706
Beam Wealth Advisors
Louisiana
$4.08M +$1.25M +2,381 +44%
PWP
1707
Private Wealth Partners
California
$4.08M -$5.23K -10 -0.1%
LRWA
1708
Long Run Wealth Advisors
New York
$4.07M -$89.4K -171 -2%
EM
1709
ELCO Management
New York
$4.07M +$37.7K +72 +0.9%
FWM
1710
ForthRight Wealth Management
Georgia
$4.06M -$9.94K -19 -0.2%
MFG
1711
MidWestOne Financial Group
Iowa
$4.06M +$111K +212 +3%
SBWIC
1712
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.05M -$31.4K -60 -0.8%
ML
1713
McAdam LLC
Pennsylvania
$4.01M +$275K +526 +7%
RCA
1714
Ranch Capital Advisors
Florida
$4M +$15.2K +29 +0.4%
PWPS
1715
Pinnacle Wealth Planning Services
Ohio
$4M +$39.2K +75 +1%
TLA
1716
Tanglewood Legacy Advisors
Texas
$3.98M +$23K +44 +0.6%
ITC
1717
Inspire Trust Company
Nevada
$3.97M -$6.41M -12,248 -62%
CP
1718
Castleview Partners
Texas
$3.97M +$144K +275 +4%
WAM
1719
WealthTrust Asset Management
Florida
$3.97M -$1.01M -1,924 -20%
BA
1720
BCM Advisors
Louisiana
$3.93M
MIC
1721
Meridian Investment Counsel
California
$3.92M -$14.6K -28 -0.4%
PP
1722
Paloma Partners
Connecticut
$3.92M -$20.7M -39,492 -84%
MFWP
1723
Mosaic Family Wealth Partners
Missouri
$3.92M +$345K +659 +10%
AIP
1724
Almanack Investment Partners
Pennsylvania
$3.92M +$66.4K +127 +2%
AIMC
1725
Alley Investment Management Company
Illinois
$3.91M -$57K -109 -1%