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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 %
AIA
2451
AssuredPartners Investment Advisors
Florida
$2.06M +$2.06M +3,523 New
WAAG
2452
Wealth Alliance Advisory Group
Kansas
$2.06M +$625K +1,067 +43%
MHC
2453
Meyer Handelman Company
New York
$2.06M +$177K +302 +9%
LWM
2454
Lakeridge Wealth Management
Ohio
$2.06M +$83.2K +142 +4%
AC
2455
AlpenGlobal Capital
California
$2.06M +$2.06M +3,510 New
HPM
2456
Hoxton Planning & Management
West Virginia
$2.06M +$1.29M +2,200 +168%
HFA
2457
Hippocratic Financial Advisors
California
$2.06M +$2.06M +3,507 New
MA
2458
Modus Advisors
Minnesota
$2.05M -$147K -250 -7%
T
2459
Tableaux
Massachusetts
$2.05M +$2.05M +3,500 New
FA
2460
Fountainhead AM
New Jersey
$2.05M +$568K +970 +38%
WAG
2461
Wallace Advisory Group
California
$2.05M -$5.74K -10 -0.3%
MC
2462
McCarthy & Cox
Ohio
$2.05M -$53.3K -91 -3%
OAM
2463
Oberweis Asset Management
Illinois
$2.04M -$53.3K -91 -3%
WSCM
2464
Wellington Shields Capital Management
New York
$2.04M +$334K +569 +19%
PFA
2465
Portland Financial Advisors
New York
$2.04M +$2.04M +3,485 New
SAM
2466
SignalPoint Asset Management
Missouri
$2.04M +$1.17K +2 +0.1%
AWAG
2467
ARS Wealth Advisors Group
Florida
$2.04M -$58K -99 -3%
MW
2468
Maia Wealth
Colorado
$2.04M -$30K -50 -1%
CWIG
2469
Chung Wu Investment Group
Texas
$2.03M +$2.03M +3,470 New
PCM
2470
Patient Capital Management
Maryland
$2.03M +$1.16M +1,977 +133%
CTB
2471
Country Trust Bank
Illinois
$2.02M
APIM
2472
Agate Pass Investment Management
Washington
$2.02M -$17.6K -30 -0.9%
WCM
2473
Winebrenner Capital Management
Kentucky
$2.02M +$2.02M +3,450 New
MCM
2474
MontVue Capital Management
Virginia
$2.02M
CBT
2475
CoreFirst Bank & Trust
Kansas
$2.02M +$224K +382 +12%