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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 %
AAM
1801
Austin Asset Management
Texas
$3.52M +$6.28K +12 +0.2%
SAM
1802
Sompo Asset Management
Japan
$3.52M -$4.2M -8,030 -54%
EWM
1803
Edge Wealth Management
New York
$3.51M +$60.2K +115 +2%
UWM
1804
USAdvisors Wealth Management
Minnesota
$3.51M +$230K +440 +7%
HCA
1805
Horan Capital Advisors
Ohio
$3.51M -$6.28K -12 -0.2%
AA
1806
AlphaQ Advisors
Florida
$3.5M +$57K +109 +2%
HWM
1807
Howard Wealth Management
Connecticut
$3.5M -$27.7K -53 -0.8%
CIP
1808
Capital Insight Partners
Arizona
$3.5M -$277K -530 -7%
MF
1809
Montis Financial
Massachusetts
$3.49M -$60.7K -116 -2%
RFA
1810
Rollins Financial Advisors
New York
$3.49M +$151K +288 +5%
BEAM
1811
Baker Ellis Asset Management
Washington
$3.48M
BG
1812
Bellevue Group
Switzerland
$3.48M +$2.12M +4,060 +156%
SF
1813
Symphony Financial
Texas
$3.48M -$1.84M -3,522 -35%
SFS
1814
Security Financial Services
Indiana
$3.48M -$66.4K -127 -2%
RMCM
1815
Reynders McVeigh Capital Management
Massachusetts
$3.48M -$282K -540 -8%
KFS
1816
Kelly Financial Services
Massachusetts
$3.47M -$323K -618 -9%
CPA
1817
Clear Point Advisors
New York
$3.47M -$11.5K -22 -0.3%
CCMG
1818
Clark Capital Management Group
Pennsylvania
$3.47M +$423K +809 +14%
NRI
1819
NFP Retirement Inc
California
$3.45M -$3.3M -6,309 -49%
WIA
1820
Wetzel Investment Advisors
Indiana
$3.45M -$91.4K -183 -3%
AI
1821
ArchPoint Investors
Florida
$3.45M +$3.45M +6,579 New
IIC
1822
Ironwood Investment Counsel
Arizona
$3.43M +$12K +23 +0.4%
FNB
1823
Farmers National Bank
Kentucky
$3.43M +$93.1K +178 +3%
Nomura Asset Management
1824
Nomura Asset Management
Japan
$3.41M -$1.35M -2,575 -28%
FIB
1825
First Interstate Bank
Montana
$3.41M -$571K -1,091 -14%