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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 %
Invesco
2251
Invesco
Georgia
$1.84M +$622K +1,190 +51%
CTWM
2252
Cherry Tree Wealth Management
Minnesota
$1.84M
HP
2253
Holistic Planning
Texas
$1.84M -$112K -214 -6%
LPT
2254
Legacy Private Trust
Wisconsin
$1.83M +$83.7K +160 +5%
WWM
2255
Wagner Wealth Management
South Carolina
$1.83M -$154K -294 -8%
EFI
2256
EHP Funds Inc
Canada
$1.83M +$157K +300 +9%
SSWM
2257
Smith Salley Wealth Management
North Carolina
$1.83M -$14.5M -27,665 -89%
GHA
2258
GW Henssler & Associates
Georgia
$1.82M -$2.39M -4,574 -57%
PP
2259
PDS Planning
Ohio
$1.82M -$22K -42 -1%
FIM
2260
Fernwood Investment Management
Massachusetts
$1.82M -$149K -14,957 -8%
MF
2261
Manchester Financial
California
$1.82M -$194K -370 -10%
WP
2262
WealthPLAN Partners
Nebraska
$1.81M -$315K -602 -15%
CWM
2263
Campbell Wealth Management
Virginia
$1.8M -$2.19M -4,183 -55%
SIAP
2264
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.8M +$523 +1 +0%
SAM
2265
Summit Asset Management
Tennessee
$1.8M -$46.6K -89 -3%
CAM
2266
Claret Asset Management
Quebec, Canada
$1.8M -$123K -235 -6%
LWA
2267
Lantern Wealth Advisors
New York
$1.8M +$95.2K +182 +6%
PWH
2268
Priebe Wealth Holdings
Minnesota
$1.8M -$5.23K -10 -0.3%
CANC
2269
Culbertson A N & Co
Virginia
$1.79M -$8.89K -17 -0.5%
Russell Investments Group
2270
Russell Investments Group
United Kingdom
$1.79M -$928K -1,775 -34%
ACA
2271
American Capital Advisory
Idaho
$1.79M +$165K +402 +10%
WWP
2272
Walden Wealth Partners
Ohio
$1.79M +$513 +1 +0%
CCA
2273
Clearwater Capital Advisors
Illinois
$1.78M -$22.5K -43 -1%
OHWP
2274
Oak Harbor Wealth Partners
North Carolina
$1.78M -$455K -870 -20%
CCA
2275
Checchi Capital Advisers
California
$1.78M +$112K +215 +7%