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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 %
HAS
2426
HBW Advisory Services
California
$2.13M +$246K +419 +13%
SA
2427
Sage Advisors
Colorado
$2.13M +$344K +587 +19%
LPT
2428
Legacy Private Trust
Wisconsin
$2.13M -$14.1K -24 -0.7%
FPL
2429
Fortress Private Ledger
North Carolina
$2.12M +$2.12M +3,620 New
BWM
2430
BCS Wealth Management
Tennessee
$2.12M -$122K -208 -5%
TAM
2431
Trillium Asset Management
Massachusetts
$2.12M +$702K +1,197 +49%
LWIC
2432
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.12M -$26.4K -45 -1%
KFS
2433
Kelly Financial Services
Massachusetts
$2.12M -$1.19M -2,033 -36%
SL
2434
Sentry LLC
Tennessee
$2.11M
JPMIA
2435
J.P. Marvel Investment Advisors
Massachusetts
$2.11M
KCAM
2436
Kagan Cocozza Asset Management
New Jersey
$2.1M +$2.1M +3,590 New
SM
2437
Sensible Money
Arizona
$2.1M +$32.8K +56 +2%
DCM
2438
DGS Capital Management
New Jersey
$2.1M +$560K +956 +36%
HP
2439
Holistic Planning
Texas
$2.1M -$12.3K -21 -0.6%
MJRIC
2440
Mogy Joel R Investment Counsel
California
$2.1M
AIA
2441
Arbor Investment Advisors
North Carolina
$2.09M +$103K +175 +5%
SIP
2442
Stoneridge Investment Partners
Pennsylvania
$2.09M -$38.1K -65 -2%
CWM
2443
Cranbrook Wealth Management
Michigan
$2.09M +$268K +457 +15%
AWM
2444
Altus Wealth Management
Kentucky
$2.09M +$231K +394 +12%
DSA
2445
Droms Strauss Advisors
Missouri
$2.08M -$158K -269 -7%
PCMC
2446
Private Capital Management (Colorado)
Colorado
$2.08M +$78.5K +134 +4%
UFA
2447
Uptown Financial Advisors
Texas
$2.08M +$2.08M +3,544 New
LFA
2448
LGT Financial Advisors
Texas
$2.08M +$5.86K +10 +0.3%
DP
2449
Dearborn Partners
Illinois
$2.07M +$686K +1,171 +49%
MF
2450
Manchester Financial
California
$2.07M +$14.7K +25 +0.7%