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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 %
IWA
1751
Inspirion Wealth Advisors
Illinois
$3.74M -$8.37K -16 -0.2%
FUBT
1752
First United Bank & Trust
Maryland
$3.74M -$98.3K -188 -3%
PFM
1753
Phillips Financial Management
Indiana
$3.73M -$15.2K -29 -0.4%
ADL
1754
Asset Dedication LLC
California
$3.73M +$13.6K +26 +0.4%
NB
1755
Northwest Bancshares
Pennsylvania
$3.72M -$71.1K -136 -2%
FFP
1756
Forbes Financial Planning
Rhode Island
$3.71M +$103K +197 +3%
AWM
1757
Ameliora Wealth Management
Switzerland
$3.7M +$680K +1,300 +22%
BFA
1758
Beacon Financial Advisory
Ohio
$3.7M -$192K -367 -5%
OWA
1759
Opal Wealth Advisors
New York
$3.7M -$67K -128 -2%
SCM
1760
Sterneck Capital Management
Missouri
$3.7M +$53.4K +102 +1%
BCA
1761
Bray Capital Advisors
Florida
$3.69M -$97.3K -186 -3%
WC
1762
Woodstock Corp
Massachusetts
$3.68M -$69K -132 -2%
AWM
1763
Alterna Wealth Management
Texas
$3.68M +$1.73M +3,301 +88%
BIP
1764
Blueprint Investment Partners
North Carolina
$3.68M +$52.3K +100 +1%
BRM
1765
Boston Research & Management
Massachusetts
$3.67M -$63.8K -122 -2%
DFA
1766
DHJJ Financial Advisors
Illinois
$3.66M -$95.7K -183 -3%
CFP
1767
Cascade Financial Partners
California
$3.66M +$3.66M +7,167 New
PNAA
1768
Pictet North America Advisors
Switzerland
$3.65M -$472K -903 -11%
SWMP
1769
Signature Wealth Management Partners
New Jersey
$3.65M +$52.3K +100 +1%
MWAM
1770
Manhattan West Asset Management
California
$3.65M +$1.73M +3,299 +90%
GBWM
1771
Granite Bay Wealth Management
New Hampshire
$3.65M -$703M -1,344,002 -99%
GAM
1772
Gemmer Asset Management
California
$3.65M -$1.34M -2,567 -27%
SHFA
1773
SC&H Financial Advisors
Maryland
$3.64M +$208K +398 +6%
JPLA
1774
Joseph P. Lucia & Associates
New York
$3.63M +$260K +498 +8%
1WM
1775
1900 Wealth Management
Texas
$3.63M +$210K +401 +6%