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SPDR S&P 500 ETF Trust

3,766 hedge funds and large institutions have $327B invested in SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 1,574 increasing their positions, 1,468 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,766
Holders Change
+40
Holders Change %
+1.07%
% of All Funds
54.47%
Holding in Top 10
1,035
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.24%
% of All Funds
14.97%
New
195
Increased
1,574
Reduced
1,468
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Shares
Change %
LRPA
2626
L. Roy Papp & Associates
Arizona
$1.2M
SGCA
2627
Steel Grove Capital Advisors
Tennessee
$1.2M -$11.4M -20,000 -90%
III
2628
Independent Investors Inc
New York
$1.2M +$192K +334 +19%
NL
2629
Navalign LLC
California
$1.19M +$76.9K +134 +7%
SW
2630
SkyOak Wealth
Michigan
$1.19M +$5.16K +9 +0.4%
MW
2631
Marcum Wealth
Ohio
$1.19M
HWA
2632
Heartwood Wealth Advisors
Virginia
$1.19M
PFA
2633
Pathway Financial Advisers
Indiana
$1.19M +$17.2K +30 +1%
UCB
2634
United Community Bank
South Carolina
$1.18M -$25.8K -45 -2%
BMM
2635
Buffington Mohr McNeal
Idaho
$1.18M +$36.1K +63 +3%
LCM
2636
Leisure Capital Management
California
$1.18M -$117K -204 -9%
VCM
2637
Viewpoint Capital Management
Washington
$1.18M -$2.86K -5 -0.2%
BCP
2638
Blackhawk Capital Partners
Wisconsin
$1.18M +$93.5K +163 +9%
PA
2639
Prossimo Advisors
California
$1.18M
YWS
2640
Yarger Wealth Strategies
Ohio
$1.18M +$3.44K +6 +0.3%
AIC
2641
Archer Investment Corporation
Indiana
$1.18M -$98.7K -172 -8%
MSFP
2642
Mark Sheptoff Financial Planning
Connecticut
$1.17M -$58K -101 -5%
AGM
2643
Alpine Global Management
New York
$1.17M +$1.17M +2,044 New
TWM
2644
TCFG Wealth Management
California
$1.17M +$1.17M +2,043 New
CST
2645
Charles Schwab Trust
Nevada
$1.17M -$70K -122 -6%
MSA
2646
Marino Stram & Associates
Massachusetts
$1.16M +$61.4K +107 +6%
EGWAG
2647
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M -$5.74K -10 -0.5%
WC
2648
Westwind Capital
New Mexico
$1.16M -$7.46M -13,005 -87%
PMSA
2649
Patrick M. Sweeney & Associates
Illinois
$1.16M +$14.9K +26 +1%
LCC
2650
Lincoln Capital Corp
Rhode Island
$1.16M -$35.6K -62 -3%