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 %
FA
2001
Flagstar Advisors
New York
$2.64M +$79.8K +152 +3%
I2I
2002
Insight 2811 Inc
Illinois
$2.64M -$38.2K -73 -1%
TCM
2003
Traynor Capital Management
Pennsylvania
$2.64M +$22.5K +43 +0.9%
EAM
2004
Empirical Asset Management
Massachusetts
$2.63M +$315K +603 +14%
JIP
2005
Jaffetilchin Investment Partners
Florida
$2.63M -$26.2K -50 -1%
WIM
2006
Westside Investment Management
California
$2.63M +$134K +256 +5%
AAP
2007
Arax Advisory Partners
Colorado
$2.63M +$140K +268 +6%
W
2008
Wealthquest
Ohio
$2.63M -$105K -200 -4%
KDA
2009
Kraft Davis & Associates
Missouri
$2.62M +$1.46M +2,796 +125%
KPWG
2010
KFA Private Wealth Group
Virginia
$2.62M +$180K +345 +7%
EFG
2011
Erickson Financial Group
Pennsylvania
$2.62M -$222K -425 -8%
PIMG
2012
Patriot Investment Management Group
Tennessee
$2.62M -$52.3K -100 -2%
RFA
2013
Resurgent Financial Advisors
Georgia
$2.61M +$688K +1,316 +36%
SCG
2014
Sonata Capital Group
Washington
$2.61M +$372K +711 +17%
AAMC
2015
Asset Allocation & Management Company
Illinois
$2.6M -$287K -548 -10%
CSA
2016
Cottage Street Advisors
Massachusetts
$2.6M +$206K +394 +9%
HCP
2017
Holt Capital Partners
Texas
$2.6M
SVWG
2018
Shared Vision Wealth Group
United States
$2.6M
PBC
2019
Pavion Blue Capital
California
$2.59M -$2.09K -4 -0.1%
SWA
2020
SOA Wealth Advisors
New York
$2.58M +$13.1K +25 +0.5%
MC
2021
Mathes Company
New York
$2.58M -$20.9K -40 -0.8%
BIA
2022
BHK Investment Advisors
Alabama
$2.58M +$2.2M +4,200 +576%
LSA
2023
Lion Street Advisors
Texas
$2.57M
TWP
2024
Tempus Wealth Planning
California
$2.57M -$196K -374 -7%
PCM
2025
Prelude Capital Management
New York
$2.57M +$2.57M +4,905 New