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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 %
FEM
1951
Fulcrum Equity Management
Texas
$2.86M -$14.6M -27,877 -84%
TGAM
1952
TBH Global Asset Management
Tennessee
$2.86M +$1.17M +2,238 +69%
AF
1953
Affiance Financial
Minnesota
$2.86M +$26.7K +51 +0.9%
SPC
1954
Spirepoint Private Client
Florida
$2.86M +$2.86M +5,464 New
HIC
1955
Holderness Investments Company
North Carolina
$2.85M +$293K +561 +11%
EWM
1956
Executive Wealth Management
Michigan
$2.85M +$31.8K +61 +1%
LGWM
1957
Litman Gregory Wealth Management
California
$2.84M
LA
1958
Lifeworks Advisors
Michigan
$2.83M -$90K -172 -3%
RAM
1959
Riggs Asset Management
Pennsylvania
$2.83M -$1.7M -3,257 -38%
WPW
1960
Watershed Private Wealth
Illinois
$2.83M +$918K +1,755 +48%
1IA
1961
1834 Investment Advisors
Wisconsin
$2.82M -$9.94K -19 -0.4%
BO
1962
Bank OZK
Arkansas
$2.81M -$285K -545 -9%
VFP
1963
Verus Financial Partners
Virginia
$2.8M -$212K -406 -7%
MAM
1964
Marquette Asset Management
Minnesota
$2.8M
EP
1965
EPIQ Partners
Minnesota
$2.8M +$462K +884 +20%
WWM
1966
Waterway Wealth Management
Texas
$2.8M -$1.82M -3,487 -39%
CRIG
1967
Charter Research & Investment Group
Connecticut
$2.79M +$11K +21 +0.4%
SCP
1968
Silverleafe Capital Partners
Tennessee
$2.79M -$28.2K -54 -1%
ECAM
1969
East Coast Asset Management
Massachusetts
$2.78M
ZCI
1970
Zevenbergen Capital Investments
Washington
$2.78M -$2.62K -5 -0.1%
PBT
1971
Pictet Bank & Trust
Bahamas
$2.78M -$3.56M -6,806 -56%
RWIA
1972
Roger Wittlin Investment Advisory
California
$2.77M +$11.5K +22 +0.4%
AMG
1973
Asset Management Group
Connecticut
$2.77M -$17.3K -33 -0.6%
PWM
1974
PBMares Wealth Management
Virginia
$2.76M +$4.71K +9 +0.2%
MMPW
1975
Mitchell McLeod Pugh & Williams
Alabama
$2.76M -$17.8K -34 -0.6%