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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 %
WA
2026
WestEnd Advisors
North Carolina
$2.55M -$13.9M -26,625 -85%
HIS
2027
Horizon Investment Services
Indiana
$2.55M +$111K +212 +5%
CCB
2028
Cutter & Co Brokerage
Missouri
$2.55M +$10.5K +20 +0.4%
IWS
2029
Integrity Wealth Solutions
Colorado
$2.54M -$9.97K -19 -0.4%
OWA
2030
Octavia Wealth Advisors
Ohio
$2.54M -$156K -297 -6%
GKIM
2031
GW&K Investment Management
Massachusetts
$2.54M -$325K -621 -11%
PWG
2032
Private Wealth Group
Florida
$2.54M
TPI
2033
Trust Point Inc
Wisconsin
$2.54M -$36.1K -69 -1%
SAM
2034
Sequent Asset Management
Texas
$2.53M -$313K -598 -11%
AAM
2035
Augustine Asset Management
Florida
$2.52M
IWMA
2036
Ironwood Wealth Management (Arizona)
Arizona
$2.52M -$523 -1 -0%
GWA
2037
Geometric Wealth Advisors
District of Columbia
$2.52M
BHWM
2038
Beaird Harris Wealth Management
Texas
$2.51M -$17.3K -33 -0.7%
SC
2039
Searle & Co
Connecticut
$2.51M
HNWA
2040
Henrickson Nauta Wealth Advisors
Michigan
$2.51M -$79.7K -155 -3%
CFSG
2041
Community Financial Services Group
Vermont
$2.51M +$2.51M +4,798 New
NI
2042
Noked Israel
Israel
$2.51M
BWS
2043
BCR Wealth Strategies
Alabama
$2.5M
LKIM
2044
Lawson Kroeker Investment Management
Nebraska
$2.5M
LFA
2045
Longview Financial Advisors
Alabama
$2.5M
CWM
2046
Cahaba Wealth Management
Georgia
$2.5M -$33.5K -64 -1%
NFSG
2047
Newbridge Financial Services Group
Florida
$2.49M -$572K -1,094 -19%
BFIM
2048
Beese Fulmer Investment Management
Ohio
$2.49M +$18.8K +36 +0.8%
CC
2049
Cadinha & Co
Hawaii
$2.49M +$523 +1 +0%
PI
2050
Parkside Investments
Illinois
$2.49M -$199K -380 -7%