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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 %
YWM
1776
Yardley Wealth Management
Pennsylvania
$4.94M +$2.3M +3,960 +87%
OFG
1777
Omega Financial Group
California
$4.93M +$29.3K +50 +0.6%
BWA
1778
BlueSky Wealth Advisors
North Carolina
$4.9M -$51.6K -88 -1%
NG
1779
NWK Group
California
$4.9M
LFG
1780
Lockerman Financial Group
California
$4.88M -$123K -210 -2%
TVWM
1781
Tower View Wealth Management
Wisconsin
$4.88M +$13.5K +23 +0.3%
IGGA
1782
Iron Gate Global Advisors
Utah
$4.88M +$866K +1,478 +22%
MP
1783
McDonald Partners
Ohio
$4.88M +$1.17K +2 +0%
JAG
1784
Journey Advisory Group
Kentucky
$4.87M
LNB
1785
Ledyard National Bank
$4.86M -$55.7K -95 -1%
LSIA
1786
LaSalle St. Investment Advisors
Illinois
$4.84M +$217K +370 +5%
SR
1787
Syntax Research
Florida
$4.83M -$716K -1,221 -13%
CWM
1788
Cherrydale Wealth Management
New Jersey
$4.83M +$14.7K +25 +0.3%
LFA
1789
Laraway Financial Advisors
Minnesota
$4.81M +$224K +382 +5%
AIP
1790
Almanack Investment Partners
Pennsylvania
$4.81M +$175K +299 +4%
SAM
1791
Synergy Asset Management
Washington
$4.81M +$2.37M +4,098 +98%
PFA
1792
Plotkin Financial Advisors
Maryland
$4.8M +$349K +596 +8%
BWP
1793
Burling Wealth Partners
Illinois
$4.79M +$4.79M +8,179 New
ACM
1794
Alpha Capital Management
Texas
$4.79M -$48.1K -82 -1%
AHL
1795
Abel Hall LLC
Louisiana
$4.78M
TH
1796
TCTC Holdings
Texas
$4.77M +$1.19M +2,035 +33%
VPIM
1797
Vanguard Personalized Indexing Management
California
$4.77M +$175K +299 +4%
RGC
1798
Roberts, Glore & Co
Illinois
$4.76M -$584K -997 -11%
TF
1799
Tandem Financial
Colorado
$4.76M +$4.76M +8,091 New
LFS
1800
Legacy Financial Strategies
Kansas
$4.75M +$492K +842 +12%