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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 %
LSA
2126
Lion Street Advisors
Texas
$3.14M +$5.27K +9 +0.2%
HWM
2127
Horizon Wealth Management
Illinois
$3.14M -$6.61M -11,279 -68%
HCA
2128
Harbour Capital Advisors
Virginia
$3.13M +$41.4K +70 +1%
SFC
2129
Strategic Financial Concepts
Texas
$3.13M -$294K -502 -9%
SFWA
2130
Summit Financial Wealth Advisors
Louisiana
$3.13M +$33.5K +56 +1%
MMPW
2131
Mitchell McLeod Pugh & Williams
Alabama
$3.13M -$5.86K -10 -0.2%
CRIG
2132
Charter Research & Investment Group
Connecticut
$3.13M -$30.5K -52 -1%
1IA
2133
1834 Investment Advisors
Wisconsin
$3.13M -$1.76K -3 -0.1%
SL
2134
Stevard LLC
Illinois
$3.12M
WPC
2135
Waters Parkerson & Co
Louisiana
$3.12M -$11.7K -20 -0.4%
ECAM
2136
East Coast Asset Management
Massachusetts
$3.12M
MCM
2137
MV Capital Management
Maryland
$3.12M -$178K -303 -5%
OAS
2138
Optivise Advisory Services
Tennessee
$3.12M +$184K +314 +6%
ME
2139
McIlrath & Eck
Washington
$3.11M -$249K -425 -7%
EWS
2140
Eagle Wealth Strategies
New Jersey
$3.11M +$542K +924 +21%
VP
2141
Verum Partners
North Carolina
$3.11M +$5.86K +10 +0.2%
SN
2142
Sittner & Nelson
Oregon
$3.11M +$77.4K +132 +3%
EP
2143
EPIQ Partners
Minnesota
$3.09M -$149K -255 -5%
NCFG
2144
New Century Financial Group
New Jersey
$3.09M -$5.91M -9,988 -66%
RW
2145
Rede Wealth
Virginia
$3.08M -$48.6K -83 -2%
DWA
2146
Douglass Winthrop Advisors
New York
$3.08M +$15.2K +26 +0.5%
CWM
2147
Compass Wealth Management
Connecticut
$3.07M +$66.8K +114 +2%
RIM
2148
Redwood Investment Management
Arizona
$3.07M +$106K +180 +4%
SAM
2149
Secure Asset Management
Michigan
$3.07M +$125K +214 +4%
AW
2150
Alaethes Wealth
Nevada
$3.06M +$1.32M +2,252 +76%