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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 %
MAS
1726
Madden Advisory Services
Florida
$3.9M -$88.4K -169 -2%
TSWM
1727
Tyler-Stone Wealth Management
Ohio
$3.89M +$142K +271 +4%
AAS
1728
Asset Allocation Strategies
Michigan
$3.89M -$72.2K -138 -2%
DCM
1729
Donaldson Capital Management
Indiana
$3.89M +$158K +302 +4%
WIM
1730
Waycross Investment Management
Washington
$3.89M -$158K -303 -4%
TLCM
1731
Twin Lakes Capital Management
California
$3.89M +$11.5K +22 +0.3%
ECG
1732
EPIQ Capital Group
California
$3.88M +$130K +247 +3%
MCM
1733
Mengis Capital Management
Oregon
$3.86M +$13.6K +26 +0.4%
PSIWM
1734
Paradigm Strategies in Wealth Management
Minnesota
$3.85M +$1.57K +3 +0%
AFAS
1735
Acorn Financial Advisory Services
Virginia
$3.83M +$4.71K +9 +0.1%
RWS
1736
Resolute Wealth Strategies
Mississippi
$3.83M +$8.37K +16 +0.2%
VCP
1737
Verus Capital Partners
Arizona
$3.83M +$574K +1,098 +18%
HPIA
1738
Hamilton Point Investment Advisors
North Carolina
$3.82M -$562K -1,071 -13%
VPIM
1739
Vanguard Personalized Indexing Management
California
$3.82M +$258K +493 +7%
AFO
1740
Arrowroot Family Office
California
$3.82M +$7.85K +15 +0.2%
SFG
1741
Sather Financial Group
Texas
$3.81M +$2.59M +4,961 +214%
BC
1742
Barrett & Company
Rhode Island
$3.8M +$359K +687 +10%
EA
1743
Evergreen Advisors
Tennessee
$3.8M -$223K -427 -6%
BIM
1744
Baldwin Investment Management
Pennsylvania
$3.78M
BTW
1745
Boston Trust Walden
Massachusetts
$3.77M +$110K +210 +3%
RWM
1746
Revisor Wealth Management
Ohio
$3.77M -$1.04M -2,185 -22%
OWA
1747
Outlook Wealth Advisors
Texas
$3.77M -$138K -263 -4%
EF
1748
Empowered Funds
Pennsylvania
$3.76M +$3.76M +7,185 New
ACM
1749
AlphaStar Capital Management
North Carolina
$3.75M +$153K +293 +4%
CC
1750
Callan Capital
California
$3.74M