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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 %
MIC
1976
Meridian Investment Counsel
California
$3.75M -$390K -665 -9%
CIP
1977
Capital Insight Partners
Arizona
$3.74M -$78.5K -134 -2%
NRI
1978
NFP Retirement Inc
California
$3.73M +$374K +639 +11%
TW
1979
TritonPoint Wealth
Maryland
$3.73M -$54.1K -92 -1%
FIB
1980
First Interstate Bank
Montana
$3.73M +$113K +193 +3%
WAS
1981
Winch Advisory Services
Wisconsin
$3.72M +$32.8K +56 +0.9%
DW30
1982
Drucker Wealth 3.0
New Jersey
$3.71M -$1.17K -2 -0%
PL
1983
Plancorp LLC
Missouri
$3.71M -$26.4K -45 -0.7%
SFG
1984
Sterling Financial Group
California
$3.71M -$349K -595 -9%
HCMT
1985
Highland Capital Management (Tennessee)
Tennessee
$3.71M +$252K +430 +7%
CP
1986
Castleview Partners
Texas
$3.71M -$39.2K -67 -1%
BSHC
1987
Breed's Hill Capital
Massachusetts
$3.7M -$4.69K -8 -0.1%
BCA
1988
Bray Capital Advisors
Florida
$3.7M -$24K -41 -0.6%
CFA
1989
Cahill Financial Advisors
Minnesota
$3.7M +$383K +654 +12%
FA
1990
Fagan Associates
New York
$3.7M +$51.6K +88 +1%
CFG
1991
Cooper Financial Group
California
$3.7M +$263K +448 +8%
SC
1992
Stephenson & Company
California
$3.69M -$2.34K -4 -0.1%
OFP
1993
OFC Financial Planning
New Jersey
$3.69M +$3.69M +6,300 New
IAG
1994
Investmark Advisory Group
Connecticut
$3.69M +$11.7K +20 +0.3%
LWM
1995
Lionshead Wealth Management
New York
$3.68M +$3.68M +6,284 New
SFG
1996
Sage Financial Group
Pennsylvania
$3.68M -$300K -512 -8%
CT
1997
Colonial Trust
South Carolina
$3.67M -$27K -46 -0.7%
CC
1998
Callan Capital
California
$3.67M -$771K -1,315 -17%
BA
1999
BCM Advisors
Louisiana
$3.67M -$20.5K -34 -0.6%
KFA
2000
Kelleher Financial Advisors
New York
$3.66M -$58.6K -100 -2%