SPY icon

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 %
MTC
2151
McDaniel Terry & Co
Texas
$3.05M
PAG
2152
Paladin Advisory Group
Iowa
$3.05M -$21.7K -37 -0.7%
FAN
2153
Financial Advisors Network
California
$3.05M +$3.05M +5,200 New
AAM
2154
Augustine Asset Management
Florida
$3.04M +$406K +692 +15%
PWS
2155
Peterson Wealth Services
Utah
$3.04M +$1.17K +2 +0%
SSWM
2156
Strait & Sound Wealth Management
California
$3.04M -$33.4K -57 -1%
RL
2157
Retireful LLC
Michigan
$3.04M -$6.45M -11,006 -68%
NCM
2158
Noesis Capital Mangement
Florida
$3.03M +$27.5K +47 +0.9%
NCM
2159
Next Capital Management
New York
$3.03M -$63.3K -108 -2%
WPW
2160
Watershed Private Wealth
Illinois
$3.03M
IF
2161
Ironwood Financial
Arizona
$3.02M -$65.6K -112 -2%
WTFG
2162
Wood Tarver Financial Group
Idaho
$3.02M +$3.02M +5,159 New
HAM
2163
Harmony Asset Management
Arizona
$3.02M -$128K -218 -4%
SFS
2164
Summit Financial Strategies
Ohio
$3.02M -$34K -58 -1%
PAMG
2165
Patton Albertson Miller Group
Tennessee
$3.01M -$40.4K -69 -1%
GC
2166
Grange Capital
Oregon
$3M +$3M +5,125 New
SVWG
2167
Shared Vision Wealth Group
United States
$3M +$22.9K +39 +0.8%
CSA
2168
Cottage Street Advisors
Massachusetts
$3M -$41.6K -71 -1%
SFG
2169
Sather Financial Group
Texas
$3M -$45.7K -78 -2%
BO
2170
Bank OZK
Arkansas
$2.99M -$91.4K -156 -3%
BAM
2171
Bosun Asset Management
Illinois
$2.99M +$234K +400 +9%
WP
2172
WealthShield Partners
North Carolina
$2.98M -$551K -938 -16%
LKIM
2173
Lawson Kroeker Investment Management
Nebraska
$2.98M +$2.98M +5,083 New
W
2174
Wealthquest
Ohio
$2.98M
SDWMA
2175
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.98M +$410K +699 +16%