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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 %
Russell Investments Group
1826
Russell Investments Group
United Kingdom
$4.62M +$348K +594 +8%
CWM
1827
ClientFirst Wealth Management
Arkansas
$4.61M +$4.61M +7,861 New
PAM
1828
Pegasus Asset Management
New York
$4.6M -$73.8K -126 -2%
SPP
1829
Single Point Partners
Massachusetts
$4.59M -$7.03K -12 -0.2%
MFG
1830
MidWestOne Financial Group
Iowa
$4.58M +$151K +258 +3%
EM
1831
ELCO Management
New York
$4.56M -$10.6K -18 -0.2%
LSWP
1832
Liberty Square Wealth Partners
Pennsylvania
$4.56M +$4.56M +7,473 New
TCWM
1833
Total Clarity Wealth Management
Illinois
$4.55M +$85K +145 +2%
EFA
1834
Evernest Financial Advisors
Indiana
$4.55M -$343K -585 -7%
CC
1835
Climber Capital
Switzerland
$4.53M +$4.53M +7,735 New
WAM
1836
Weinberger Asset Management
California
$4.51M -$136K -232 -3%
CGH
1837
Crossmark Global Holdings
Texas
$4.51M +$3.36M +5,733 +293%
LRWA
1838
Long Run Wealth Advisors
New York
$4.5M -$44K -75 -1%
DIM
1839
Delta Investment Management
California
$4.49M -$523K -892 -10%
LIA
1840
LBMC Investment Advisors
Tennessee
$4.48M +$19.9K +34 +0.4%
PWM
1841
Power Wealth Management
Georgia
$4.48M -$38.1K -65 -0.8%
CWM
1842
Chesapeake Wealth Management
Virginia
$4.47M -$161K -274 -3%
CBA
1843
Coastal Bridge Advisors
Connecticut
$4.46M +$7.03K +12 +0.2%
COCM
1844
Charter Oak Capital Management
New Hampshire
$4.45M -$366K -625 -8%
MC
1845
Mirabaud & Cie
Switzerland
$4.44M -$3.99M -6,814 -47%
CPW
1846
Catalyst Private Wealth
California
$4.43M +$94.9K +162 +2%
AT
1847
Avalon Trust
New Mexico
$4.42M -$76.2K -130 -2%
AFO
1848
Arrowroot Family Office
California
$4.41M +$629K +1,073 +17%
MAS
1849
Madden Advisory Services
Florida
$4.41M -$46.3K -79 -1%
WC
1850
Woodstock Corp
Massachusetts
$4.41M +$48.6K +83 +1%