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 %
CCG
1976
Catalina Capital Group
California
$2.75M +$1.07M +2,046 +64%
PAMG
1977
Patton Albertson Miller Group
Tennessee
$2.75M -$133K -254 -5%
RC
1978
Rovin Capital
Arizona
$2.75M -$31.9K -61 -1%
IIM
1979
InTrack Investment Management
Vermont
$2.74M -$2.62K -5 -0.1%
LFP
1980
Leeward Financial Partners
Washington
$2.73M
SPFA
1981
Summit Place Financial Advisors
New Jersey
$2.73M
PCM
1982
Parsons Capital Management
Rhode Island
$2.72M +$2.62K +5 +0.1%
MFS
1983
Madrona Financial Services
Washington
$2.72M -$188K -360 -6%
RIA
1984
Realta Investment Advisors
Delaware
$2.71M -$67.5K -129 -2%
CWM
1985
Compass Wealth Management
Connecticut
$2.71M +$69.1K +132 +3%
PWS
1986
Peterson Wealth Services
Utah
$2.71M +$17.8K +34 +0.7%
AIM
1987
Anchor Investment Management
South Carolina
$2.71M -$24.6K -47 -0.9%
IF
1988
Ironwood Financial
Arizona
$2.71M -$34K -65 -1%
SFS
1989
Summit Financial Strategies
Ohio
$2.71M -$24.1K -46 -0.9%
YCM
1990
Yost Capital Management
Texas
$2.7M +$2.7M +5,170 New
BWP
1991
Baldwin Wealth Partners
Massachusetts
$2.7M -$369K -705 -12%
PAG
1992
Paladin Advisory Group
Iowa
$2.68M -$13.1K -25 -0.5%
IDA
1993
Intelligence Driven Advisers
California
$2.67M -$135K -259 -5%
GI
1994
GLOBALT Investments
Georgia
$2.67M -$52.3K -100 -2%
KWM
1995
Keebeck Wealth Management
Illinois
$2.67M -$18.4K -35 -0.7%
BCM
1996
BluePath Capital Management
Georgia
$2.66M +$876K +1,675 +49%
CA
1997
Cornerstone Advisory
Maryland
$2.65M +$536K +1,025 +25%
WJA
1998
Willis Johnson & Associates
Texas
$2.65M -$93.1K -178 -3%
SFWA
1999
Summit Financial Wealth Advisors
Louisiana
$2.65M -$380K -726 -13%
NRG
2000
Nemes Rush Group
Michigan
$2.65M -$359K -686 -12%