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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 %
AWM
1851
Accurate Wealth Management
Florida
$3.31M -$753K -1,520 -19%
CFFP
1852
Center for Financial Planning
Michigan
$3.31M -$63.8K -122 -2%
SFG
1853
Sterling Financial Group
California
$3.31M
CCFCSB
1854
Cape Cod Five Cents Savings Bank
Massachusetts
$3.3M -$68K -130 -2%
APG
1855
Abacus Planning Group
South Carolina
$3.29M -$76.9K -147 -2%
HWA
1856
HCR Wealth Advisors
California
$3.28M +$20.9K +40 +0.6%
KLI
1857
Kelman-Lazarov Inc
Tennessee
$3.27M -$109K -209 -3%
FWM
1858
Fairhaven Wealth Management
Illinois
$3.27M +$282K +540 +9%
CAM
1859
Councilmark Asset Management
Tennessee
$3.27M +$3.27M +6,245 New
FP
1860
Financial Perspectives
Minnesota
$3.25M +$38.7K +74 +1%
HAM
1861
Harmony Asset Management
Arizona
$3.24M -$57K -109 -2%
TA
1862
Tactive Advisors
Florida
$3.24M +$310K +593 +11%
RWP
1863
Revolve Wealth Partners
New Jersey
$3.24M +$461K +882 +17%
LFS
1864
Legacy Financial Strategies
Kansas
$3.23M +$101K +193 +3%
CWM
1865
Cahill Wealth Management
Michigan
$3.22M +$1.05K +2 +0%
HP
1866
Highlander Partners
Texas
$3.21M
PGWM
1867
Pitti Group Wealth Management
New York
$3.21M +$20.7K +40 +0.6%
PNC
1868
Park National Corp
Ohio
$3.2M -$52.3K -100 -2%
PL
1869
Plancorp LLC
Missouri
$3.2M +$132K +252 +4%
HCMT
1870
Highland Capital Management (Tennessee)
Tennessee
$3.19M -$34.5K -66 -1%
BSHC
1871
Breed's Hill Capital
Massachusetts
$3.18M +$131K +250 +4%
Betterment LLC
1872
Betterment LLC
New York
$3.18M +$1.1M +2,104 +53%
DSC
1873
Duncker Streett & Co
Missouri
$3.17M +$275K +525 +9%
NL
1874
NDWM LLC
California
$3.17M +$165K +316 +5%
EHC
1875
Everett Harris & Co
California
$3.17M +$78.5K +150 +3%