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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 %
WFAG
2701
Wescott Financial Advisory Group
Pennsylvania
$1.07M +$56.2K +98 +6%
Polen Capital Management
2702
Polen Capital Management
Florida
$1.07M +$1.07M +1,863 New
PFC
2703
Poplar Forest Capital
California
$1.06M
AIA
2704
Alternative Investment Advisors
Florida
$1.06M +$162K +282 +18%
KAS
2705
KPP Advisory Services
Kentucky
$1.06M +$161K +281 +18%
WSWA
2706
Warren Street Wealth Advisors
California
$1.06M -$574 -1 -0.1%
HCP
2707
Hexagon Capital Partners
Arkansas
$1.06M
M
2708
MYeCFO
California
$1.06M +$33.9K +59 +3%
TCM
2709
Tran Capital Management
California
$1.06M +$166K +289 +19%
BCM
2710
Buckhead Capital Management
Georgia
$1.06M +$106K +185 +11%
SG
2711
Strid Group
Pennsylvania
$1.06M +$41.3K +72 +4%
OCM
2712
Orleans Capital Management
Louisiana
$1.06M
SFS
2713
Shaker Financial Services
Virginia
$1.05M -$1.32M -2,296 -56%
PPC
2714
Park Place Capital
Alabama
$1.05M +$16.1K +28 +2%
EPM
2715
Elm Partners Management
Pennsylvania
$1.05M -$41.3K -72 -4%
HNW
2716
High Note Wealth
Minnesota
$1.05M +$574 +1 +0.1%
FPGT
2717
Financial Partners Group (Tennessee)
Tennessee
$1.05M +$2.87K +5 +0.3%
PF
2718
Prosperitas Financial
California
$1.05M -$12.6K -22 -1%
BAM
2719
Bellevue Asset Management
Washington
$1.05M +$135K +235 +15%
WBCM
2720
Wilson & Boucher Capital Management
California
$1.04M -$28.1K -49 -3%
CG
2721
Clarus Group
Texas
$1.04M +$47.6K +83 +5%
VIM
2722
Vista Investment Management
Pennsylvania
$1.04M -$1.72K -3 -0.2%
CWP
2723
Core Wealth Partners
California
$1.04M +$85.5K +149 +9%
AIA
2724
Angeles Investment Advisors
California
$1.04M -$190K -330 -15%
SPWG
2725
Syntegra Private Wealth Group
Missouri
$1.04M -$87.8K -153 -8%