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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 %
PCA
2301
Prosperity Capital Advisors
Ohio
$2.54M -$4.93M -8,406 -66%
FYW
2302
Future You Wealth
New York
$2.54M +$2.54M +4,327 New
SWA
2303
Strata Wealth Advisors
Texas
$2.53M +$90.3K +154 +4%
WWA
2304
Wingate Wealth Advisors
Massachusetts
$2.53M +$2.53M +4,317 New
LJHT
2305
Laurie J. Hall Trustee
$2.53M +$8.79K +15 +0.3%
QFA
2306
Quantum Financial Advisors
California
$2.52M +$2.07M +3,527 +457%
AMIM
2307
Aull & Monroe Investment Management
Alabama
$2.51M -$32.2K -55 -1%
RWA
2308
Roberts Wealth Advisors
California
$2.51M +$154K +260 +7%
SAM
2309
Sawgrass Asset Management
Florida
$2.51M
FNWM
2310
Financial Network Wealth Management
Utah
$2.51M +$107K +182 +4%
RGC
2311
Regents Gate Capital
United Kingdom
$2.51M +$2.51M +4,275 New
EC
2312
EdgeRock Capital
Colorado
$2.51M -$261K -446 -9%
SF
2313
Safeguard Financial
Wisconsin
$2.51M +$271K +463 +12%
EFN
2314
Equita Financial Network
Pennsylvania
$2.5M +$7.03K +12 +0.3%
BWMG
2315
Barnes Wealth Management Group
California
$2.48M +$2.48M +4,231 New
CFP
2316
Curran Financial Partners
South Carolina
$2.48M -$108K -184 -4%
TH
2317
Team Hewins
California
$2.48M +$40K +68 +2%
FGWP
2318
Founders Grove Wealth Partners
Virginia
$2.47M +$2.47M +4,214 New
HC
2319
Hoese & Co
Minnesota
$2.47M -$1.73M -2,956 -41%
UAS
2320
United Asset Strategies
New York
$2.47M -$689K -1,175 -22%
POIA
2321
Pin Oak Investment Advisors
Texas
$2.46M
RP
2322
Rice Partnership
Hawaii
$2.46M -$105K -180 -4%
PC
2323
Permanens Capital
New York
$2.45M +$367K +624 +18%
MIC
2324
Means Investment Company
Maine
$2.45M -$7.03K -12 -0.3%
AFAS
2325
Acorn Financial Advisory Services
Virginia
$2.45M -$35.7K -61 -1%