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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 %
POIA
2101
Pin Oak Investment Advisors
Texas
$2.32M +$132K +253 +6%
PFGIA
2102
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M -$499K -955 -18%
MLFP
2103
MPS Loria Financial Planners
Illinois
$2.31M -$25.6K -49 -1%
AFG
2104
ABLE Financial Group
Arizona
$2.31M -$1.05K -2 -0%
CFG
2105
Clayton Financial Group
Missouri
$2.31M +$2.31M +4,410 New
EWS
2106
Eagle Wealth Strategies
New Jersey
$2.3M -$168K -321 -7%
BFA
2107
Beaumont Financial Advisors
Massachusetts
$2.3M -$443K -846 -16%
WLIM
2108
White Lighthouse Investment Management
Massachusetts
$2.3M -$17.3K -33 -0.7%
CFC
2109
Coyle Financial Counsel
Illinois
$2.29M -$169K -323 -7%
SG
2110
Sharper & Granite
California
$2.28M +$67.4K +130 +3%
GAA
2111
Global Assets Advisory
Florida
$2.28M +$2.28M +1,188,718 New
AGWCA
2112
Annis Gardner Whiting Capital Advisors
Florida
$2.27M +$115K +220 +5%
MCM
2113
Morton Capital Management
California
$2.27M -$129K -246 -5%
TFA
2114
Toth Financial Advisory
Virginia
$2.26M -$252K -481 -10%
NA
2115
Nottingham Advisors
New York
$2.24M -$164K -314 -7%
IWS
2116
Insight Wealth Strategies
California
$2.24M +$245K +468 +12%
ICP
2117
Interchange Capital Partners
Pennsylvania
$2.24M -$257K -499 -10%
SAM
2118
Sawgrass Asset Management
Florida
$2.24M
EIA
2119
Eldridge Investment Advisors
New Hampshire
$2.23M -$80.5K -154 -3%
RMA
2120
Roffman Miller Associates
Pennsylvania
$2.22M -$105K -200 -4%
SSWM
2121
Sheets Smith Wealth Management
North Carolina
$2.22M +$523 +1 +0%
SFM
2122
Signet Financial Management
New Jersey
$2.22M -$303K -579 -12%
LJHT
2123
Laurie J. Hall Trustee
$2.22M
GCA
2124
Genesee Capital Advisors
New York
$2.21M -$1.28M -2,451 -37%
VDI
2125
Vaughan David Investments
Illinois
$2.21M +$372K +711 +20%