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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 %
EWM
1926
Edge Wealth Management
New York
$3.98M +$96.1K +164 +2%
SAI
1927
Savvy Advisors Inc
New York
$3.97M +$1.49M +2,550 +60%
RMCM
1928
Reynders McVeigh Capital Management
Massachusetts
$3.97M -$44.5K -76 -1%
CA
1929
Continuum Advisory
Idaho
$3.97M -$107K -183 -3%
SWAG
1930
Spectrum Wealth Advisory Group
California
$3.96M +$443K +756 +13%
BF
1931
Blankinship & Foster
California
$3.95M +$636K +1,085 +19%
FUBT
1932
First United Bank & Trust
Maryland
$3.94M -$85K -145 -2%
TW
1933
TrinityPoint Wealth
Connecticut
$3.94M +$588K +1,003 +18%
CCM
1934
Cullen Capital Management
New York
$3.93M +$3.27M +5,572 +495%
RIS
1935
Richmond Investment Services
Wisconsin
$3.91M +$3.91M +6,680 New
RFA
1936
Resurgent Financial Advisors
Georgia
$3.91M +$400K +682 +11%
WIA
1937
Wetzel Investment Advisors
Indiana
$3.9M -$55.9K -95 -1%
SIA
1938
SeaBridge Investment Advisors
New Jersey
$3.9M +$1.17M +2,000 +43%
ACI
1939
Alpha Cubed Investments
California
$3.9M +$591K +1,009 +18%
TWM
1940
Topsail Wealth Management
North Carolina
$3.9M +$3.9M +6,648 New
PWM
1941
Pines Wealth Management
North Carolina
$3.88M +$3.88M +6,690 New
FNB
1942
Farmers National Bank
Kentucky
$3.88M +$3.88M +6,624 New
SAM
1943
Sequent Asset Management
Texas
$3.88M +$151K +258 +4%
RPC
1944
Rossmore Private Capital
Connecticut
$3.87M -$113K -192 -3%
HFBOT
1945
Home Federal Bank of Tennessee
Tennessee
$3.87M
AI
1946
ArchPoint Investors
Florida
$3.87M
EA
1947
Enclave Advisors
Texas
$3.86M -$48.1K -82 -1%
HWM
1948
Howard Wealth Management
Connecticut
$3.86M -$35.2K -60 -0.9%
IWS
1949
Insight Wealth Strategies
California
$3.84M +$1.19M +2,039 +45%
FFA
1950
Fragasso Financial Advisors
Pennsylvania
$3.84M -$14.1K -24 -0.4%