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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 %
EI
2201
Ellevest Inc
New York
$2.89M -$3.41M -5,821 -54%
ACP
2202
Aviance Capital Partners
Florida
$2.88M -$121K -207 -4%
MSA
2203
McAlister Sweet & Associates
Texas
$2.87M -$17K -29 -0.6%
CWM
2204
Centricity Wealth Management
Ohio
$2.86M +$2.86M +4,881 New
PBC
2205
Pavion Blue Capital
California
$2.86M -$14.7K -25 -0.5%
BFA
2206
Beaumont Financial Advisors
Massachusetts
$2.86M -$31.7K -54 -1%
MC
2207
Mathes Company
New York
$2.85M -$35.2K -60 -1%
OW
2208
Olistico Wealth
Oklahoma
$2.85M +$115K +196 +4%
TCM
2209
TruNorth Capital Management
Michigan
$2.85M -$247K -421 -8%
LIA
2210
Lynx Investment Advisory
District of Columbia
$2.85M +$853K +1,456 +43%
CC
2211
Cadinha & Co
Hawaii
$2.84M +$75K +128 +3%
PWG
2212
Private Wealth Group
Florida
$2.84M
NWM
2213
Napa Wealth Management
California
$2.84M +$2.09M +3,570 +280%
MYIA
2214
Mount Yale Investment Advisors
Colorado
$2.82M +$755K +1,289 +37%
NA
2215
Nottingham Advisors
New York
$2.82M -$114K -195 -4%
TGAM
2216
TBH Global Asset Management
Tennessee
$2.82M +$14.7K +25 +0.5%
FFG
2217
Fortress Financial Group
Minnesota
$2.82M +$2.82M +4,806 New
SC
2218
Searle & Co
Connecticut
$2.82M
HFS
2219
Hughes Financial Services
Virginia
$2.82M +$2.82M +4,804 New
RA
2220
Rational Advisors
New York
$2.81M +$2.2M +3,762 +362%
NI
2221
Noked Israel
Israel
$2.81M
BSB
2222
Bangor Savings Bank
Maine
$2.81M +$54.5K +93 +2%
MCP
2223
Mirador Capital Partners
California
$2.8M +$77.9K +133 +3%
LWM
2224
Lodestone Wealth Management
Washington
$2.8M +$2.3M +3,924 +463%
LFA
2225
Longview Financial Advisors
Alabama
$2.79M -$33.4K -57 -1%