SPY icon

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 %
CFA
1901
Cahill Financial Advisors
Minnesota
$3.04M -$355K -679 -10%
FAM
1902
Flaharty Asset Management
Florida
$3.04M -$531K -1,015 -15%
SIG
1903
Sky Investment Group
Connecticut
$3.03M -$2.55M
MSS
1904
Mitchell Sinkler & Starr
Pennsylvania
$3.03M -$832K -1,590 -22%
OFW
1905
Omnia Family Wealth
Florida
$3.03M -$15.6M -29,783 -84%
EFG
1906
Ethos Financial Group
Pennsylvania
$3.03M +$1.44M +1,599 +90%
EWP
1907
Elevation Wealth Partners
California
$3.02M -$51.7K -99 -2%
VWA
1908
Visionary Wealth Advisors
Illinois
$3.02M -$75.8K -145 -2%
MIAS
1909
Mason Investment Advisory Services
Virginia
$3.01M -$120K -230 -4%
BF
1910
Blankinship & Foster
California
$3.01M -$239K -457 -7%
FWM
1911
Forza Wealth Management
Florida
$3.01M
CA
1912
Continuum Advisory
Idaho
$3.01M -$869K -1,670 -22%
FA
1913
Fagan Associates
New York
$3M +$8.37K +16 +0.3%
SFC
1914
Strategic Financial Concepts
Texas
$3M +$2.36M +4,506 +364%
THL
1915
Tillman Hartley LLC
Colorado
$3M -$57.5K -110 -2%
WPC
1916
Waters Parkerson & Co
Louisiana
$2.99M +$5.75K +11 +0.2%
RSVP
1917
Ramsay Stattman Vela & Price
Colorado
$2.99M +$15.2K +29 +0.5%
ME
1918
McIlrath & Eck
Washington
$2.98M +$115K +220 +4%
LW
1919
Libra Wealth
California
$2.98M -$16.2K -31 -0.5%
MAG
1920
M3 Advisory Group
Massachusetts
$2.98M +$137K +261 +5%
SIA
1921
SkyView Investment Advisors
New Jersey
$2.98M
NSAM
1922
North Star Asset Management
Wisconsin
$2.98M
PP
1923
Prosperity Planning
Missouri
$2.98M -$274K -524 -8%
RMAM
1924
Raab & Moskowitz Asset Management
New Jersey
$2.97M +$9.94K +19 +0.3%
AAMA
1925
Advanced Asset Management Advisors
Ohio
$2.96M +$20.9K +40 +0.7%