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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 %
R
1801
Rebalance
California
$4.75M -$409K -698 -8%
LWM
1802
Luminvest Wealth Management
Arizona
$4.75M
AFG
1803
ABLE Financial Group
Arizona
$4.75M -$24.6K -42 -0.5%
AIM
1804
Anchor Investment Management
South Carolina
$4.75M +$59.2K +101 +1%
CCA
1805
Coign Capital Advisors
Utah
$4.74M +$4.74M +8,085 New
AGM
1806
Alpine Global Management
New York
$4.72M +$3.53M +6,018 +294%
PBT
1807
Pictet Bank & Trust
Bahamas
$4.72M -$1.75M -2,981 -27%
1WM
1808
1900 Wealth Management
Texas
$4.72M +$18.2K +31 +0.4%
LCM
1809
Logan Capital Management
Pennsylvania
$4.72M +$2.55M +4,358 +118%
Cohen & Steers
1810
Cohen & Steers
New York
$4.72M
MCM
1811
M1 Capital Management
Michigan
$4.7M +$4.7M +8,023 New
RWM
1812
Rialto Wealth Management
New York
$4.7M +$4.7M +8,019 New
AWF
1813
Alpha Wealth Funds
Utah
$4.7M +$4.7M +8,015 New
TAM
1814
Todd Asset Management
Kentucky
$4.7M +$4.7M +8,017 New
CC
1815
Chicago Capital
Illinois
$4.68M +$602K +1,027 +15%
CAM
1816
Congress Asset Management
Massachusetts
$4.68M +$2.54M +4,329 +118%
RWP
1817
Ridgecrest Wealth Partners
California
$4.67M
JHCP
1818
Jackson Hole Capital Partners
Oklahoma
$4.67M
AIA
1819
Acute Investment Advisory
Arizona
$4.66M +$4.66M +7,947 New
PIP
1820
Peachtree Investment Partners
Florida
$4.63M -$70.3K -120 -1%
CCM
1821
Cohen Capital Management
California
$4.63M -$11.1K -19 -0.2%
ECG
1822
EPIQ Capital Group
California
$4.63M +$96.4K +164 +2%
FLI
1823
Family Legacy Inc
South Carolina
$4.63M -$59.5K -101 -1%
TA
1824
TruWealth Advisors
Louisiana
$4.62M -$25.8K -44 -0.6%
TWP
1825
Tempus Wealth Planning
California
$4.62M +$482K +822 +12%