SPY icon

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 %
RSVP
2001
Ramsay Stattman Vela & Price
Colorado
$3.66M +$261K +445 +8%
CAM
2002
Councilmark Asset Management
Tennessee
$3.66M
HCM
2003
Hillman Capital Management
Maryland
$3.65M +$2.35M +4,008 +180%
SFS
2004
Security Financial Services
Indiana
$3.65M -$40.4K -69 -1%
OWM
2005
Orgel Wealth Management
Wisconsin
$3.65M -$1.17K -2 -0%
FVCM
2006
F&V Capital Management
Florida
$3.65M
MEAC
2007
M.E. Allison & Co
Texas
$3.64M +$3.64M +6,211 New
PWP
2008
Prasad Wealth Partners
Ohio
$3.64M +$3.64M +6,209 New
RW
2009
REDW Wealth
New Mexico
$3.64M -$3.43M -5,857 -49%
PIM
2010
Pullen Investment Management
Florida
$3.63M +$167K +285 +5%
MAV
2011
Mason & Associates (Virginia)
Virginia
$3.62M -$86.2K -147 -2%
SFG
2012
Stonebridge Financial Group
Pennsylvania
$3.62M +$3.62M +6,170 New
FWM
2013
Forza Wealth Management
Florida
$3.61M
HNWA
2014
Henrickson Nauta Wealth Advisors
Michigan
$3.61M -$35.7K -61 -1%
CWM
2015
Cahill Wealth Management
Michigan
$3.61M +$586 +1 +0%
CCFCSB
2016
Cape Cod Five Cents Savings Bank
Massachusetts
$3.6M
PWP
2017
Phillips Wealth Planners
Mississippi
$3.6M +$3.31M +5,699 +1,140%
AWP
2018
Abacus Wealth Partners
California
$3.58M -$183K -312 -5%
RFA
2019
Rollins Financial Advisors
New York
$3.57M -$31.1K -53 -0.9%
RBCM
2020
Raub Brock Capital Management
California
$3.57M +$3.57M +6,086 New
OWA
2021
Octavia Wealth Advisors
Ohio
$3.56M -$38.8K -66 -1%
CCG
2022
Catalina Capital Group
California
$3.56M +$11.7K +20 +0.3%
PP
2023
PDS Planning
Ohio
$3.55M -$110K -188 -3%
BWM
2024
BankPlus Wealth Management
Mississippi
$3.55M +$3.55M +6,049 New
FA
2025
Flagstar Advisors
New York
$3.54M +$192K +327 +6%