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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 %
PFM
1951
Phillips Financial Management
Indiana
$3.83M -$290K -495 -7%
WKSWA
1952
White Knight Strategic Wealth Advisors
New Jersey
$3.83M +$2.14M +3,654 +127%
BFIM
1953
Beese Fulmer Investment Management
Ohio
$3.82M -$7.03K -12 -0.2%
SIMG
1954
Sonora Investment Management Group
Arizona
$3.82M -$115K -196 -3%
WJA
1955
Willis Johnson & Associates
Texas
$3.82M +$524K +894 +16%
PGWM
1956
Pitti Group Wealth Management
New York
$3.82M +$205K +349 +6%
KPWG
1957
KFA Private Wealth Group
Virginia
$3.81M +$809K +1,380 +27%
BEAM
1958
Baker Ellis Asset Management
Washington
$3.81M +$15.2K +26 +0.4%
HP
1959
Highlander Partners
Texas
$3.81M
GLLW
1960
Graves Light Lenhart Wealth
Virginia
$3.81M -$91.4K -156 -2%
SHFA
1961
SC&H Financial Advisors
Maryland
$3.81M -$158K -269 -4%
NWAG
1962
Net Worth Advisory Group
Utah
$3.8M +$2.06M +3,516 +119%
SCG
1963
Sonata Capital Group
Washington
$3.8M +$175K +299 +5%
RMA
1964
Roffman Miller Associates
Pennsylvania
$3.79M +$9.96K +17 +0.3%
CFP
1965
Cascade Financial Partners
California
$3.79M -$80.9K -138 -2%
NB
1966
Northwest Bancshares
Pennsylvania
$3.78M -$152K -260 -4%
APG
1967
Abacus Planning Group
South Carolina
$3.78M +$586 +1 +0%
C
1968
Certuity
Florida
$3.78M -$3.87M -6,599 -51%
PSIWM
1969
Paradigm Strategies in Wealth Management
Minnesota
$3.78M -$166K -284 -4%
AF
1970
Affiance Financial
Minnesota
$3.77M +$18.8K +32 +0.5%
BFPW
1971
BOK Financial Private Wealth
Colorado
$3.77M +$1.94M +3,306 +106%
VWM
1972
Valley Wealth Managers
New Jersey
$3.77M +$134K +228 +4%
CCMG
1973
Clark Capital Management Group
Pennsylvania
$3.77M -$1.52M -2,589 -29%
FP
1974
Financial Perspectives
Minnesota
$3.76M +$56.3K +96 +2%
TCM
1975
Traynor Capital Management
Pennsylvania
$3.75M -$105K -180 -3%