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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 %
FVCM
1826
F&V Capital Management
Florida
$3.4M
CAL
1827
Capital Analysts LLC
Pennsylvania
$3.39M -$1.31M -2,513 -28%
SCM
1828
Silvant Capital Management
Georgia
$3.38M
AWP
1829
Abacus Wealth Partners
California
$3.38M +$1.21M +2,307 +55%
IAG
1830
Investmark Advisory Group
Connecticut
$3.38M +$46K +88 +1%
CCG
1831
Coastwise Capital Group
California
$3.38M -$64.9K -124 -2%
WW
1832
Waterfront Wealth
Kansas
$3.37M -$67.3K -133 -2%
VWM
1833
Valley Wealth Managers
New Jersey
$3.37M -$301K -575 -8%
AFG
1834
Allegheny Financial Group
Pennsylvania
$3.36M -$59.1K -113 -2%
SSWM
1835
Strait & Sound Wealth Management
California
$3.35M -$75.1K -145 -2%
MGWM
1836
Marks Group Wealth Management
Minnesota
$3.35M
V
1837
VeraBank
Texas
$3.35M -$314K -600 -9%
AUB
1838
Atlantic Union Bankshares
Virginia
$3.34M +$93.1K +178 +3%
DF
1839
Dunhill Financial
United Kingdom
$3.34M -$4.18K -8 -0.1%
SI
1840
Saxon Interests
Texas
$3.34M +$44.5K +85 +1%
Fisher Asset Management
1841
Fisher Asset Management
Washington
$3.33M +$295K +563 +10%
SC
1842
Stephenson & Company
California
$3.33M +$24.1K +46 +0.7%
HFA
1843
High Falls Advisors
New York
$3.33M +$4.71K +9 +0.1%
RWA
1844
Redmont Wealth Advisors
Illinois
$3.33M +$1.45M +2,773 +77%
HP
1845
Hyperion Partners
Pennsylvania
$3.33M -$99.4K -190 -3%
KFA
1846
Kelleher Financial Advisors
New York
$3.33M
CC
1847
Chicago Capital
Illinois
$3.32M -$240K -458 -7%
CT
1848
Colonial Trust
South Carolina
$3.32M +$14.6K +28 +0.4%
SIMG
1849
Sonora Investment Management Group
Arizona
$3.32M -$39.8K -76 -1%
BWM
1850
BNC Wealth Management
Oregon
$3.32M +$158K +302 +5%