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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 %
CTB
2151
Country Trust Bank
Illinois
$2.11M -$147K -281 -7%
VLC
2152
Van Leeuwen & Company
New Jersey
$2.11M -$34.5K -66 -2%
FAM
2153
Formidable Asset Management
Ohio
$2.11M -$52.3K -100 -2%
RFA
2154
RTD Financial Advisors
Pennsylvania
$2.1M -$6.28K -12 -0.3%
CA
2155
Cambridge Advisors
Nebraska
$2.1M +$87.4K +167 +4%
TWM
2156
Tradition Wealth Management
Minnesota
$2.1M +$263K +502 +14%
TH
2157
Team Hewins
California
$2.09M +$31.5K +60 +2%
HL
2158
HeadInvest LLC
Maine
$2.09M +$3.66K +7 +0.2%
SGI
2159
Summit Global Investments
Utah
$2.09M -$87.9K -168 -4%
NIM
2160
Northeast Investment Management
Massachusetts
$2.08M +$5.75K +11 +0.3%
RWA
2161
Roberts Wealth Advisors
California
$2.08M +$2.08M +4,118 New
PBK
2162
Peoples Bank (Kansas)
Kansas
$2.07M
LSIA
2163
LaSalle St. Investment Advisors
Illinois
$2.07M -$3.8K -8 -0.2%
CWM
2164
CCG Wealth Management
California
$2.06M +$2.62K +5 +0.1%
OA
2165
Oxbow Advisors
Texas
$2.06M -$38.2K -73 -2%
AFGAS
2166
Allegiance Financial Group Advisory Services
Virginia
$2.05M -$1.57K -3 -0.1%
SWM
2167
Sculati Wealth Management
Michigan
$2.05M -$13.6K -26 -0.7%
CG
2168
CFO4Life Group
Texas
$2.05M +$1.03M +1,972 +101%
MRWM
2169
ML&R Wealth Management
Texas
$2.05M -$775K -1,481 -27%
MC
2170
McCarthy & Cox
Ohio
$2.04M +$2.04M +3,901 New
SCM
2171
Spring Capital Management
Texas
$2.04M -$489K -935 -19%
SIC
2172
Sterling Investment Counsel
New York
$2.04M -$12.6K -24 -0.6%
APIM
2173
Agate Pass Investment Management
Washington
$2.03M +$192K +368 +10%
LIG
2174
Lokken Investment Group
Delaware
$2.02M +$127K +242 +7%
MYIA
2175
Mount Yale Investment Advisors
Colorado
$2.01M +$169K +323 +9%