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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 %
MWA
2051
Monograph Wealth Advisors
California
$3.46M
1NWS
2052
1 North Wealth Services
Maryland
$3.46M +$3.46M +5,896 New
GIM
2053
Gold Investment Management
Alberta, Canada
$3.44M -$365K -623 -10%
WIC
2054
Woodmont Investment Counsel
Tennessee
$3.44M -$100K -171 -3%
CCC
2055
Compass Capital Corp
Massachusetts
$3.44M +$3.44M +5,766 New
KLI
2056
Kelman-Lazarov Inc
Tennessee
$3.44M -$217K -371 -6%
EA
2057
Evergreen Advisors
Tennessee
$3.44M -$738K -1,259 -18%
BTW
2058
Boston Trust Walden
Massachusetts
$3.44M -$121K -207 -3%
OWA
2059
Outlook Wealth Advisors
Texas
$3.44M -$262K -447 -7%
CFA
2060
CWS Financial Advisors
Michigan
$3.43M +$3.43M +5,861 New
JSC
2061
Jackson Square Capital
California
$3.43M -$41K -70 -1%
NSAM
2062
North Star Asset Management
Wisconsin
$3.43M +$62.7K +107 +2%
RWA
2063
Redmont Wealth Advisors
Illinois
$3.43M +$319K +545 +10%
RAS
2064
RPS Advisory Solutions
Kentucky
$3.43M -$1.34M -2,285 -28%
BFS
2065
BridgePort Financial Solutions
Iowa
$3.42M +$3.42M +5,841 New
XF
2066
XML Financial
Maryland
$3.4M +$462K +789 +16%
WIM
2067
Waycross Investment Management
Washington
$3.4M -$35.2K -60 -1%
RMAM
2068
Raab & Moskowitz Asset Management
New Jersey
$3.4M
HCP
2069
Holt Capital Partners
Texas
$3.39M +$510K +870 +18%
HFA
2070
High Falls Advisors
New York
$3.39M -$141K -240 -4%
KWM
2071
Keebeck Wealth Management
Illinois
$3.38M +$439K +747 +15%
ESB
2072
Essex Savings Bank
Connecticut
$3.37M +$275K +470 +9%
PGWM
2073
Parisi Gray Wealth Management
New Jersey
$3.37M +$42.2K +72 +1%
THL
2074
Tillman Hartley LLC
Colorado
$3.36M
DSC
2075
Duncker Streett & Co
Missouri
$3.36M -$366K -625 -10%