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SPDR S&P 500 ETF Trust

3,726 hedge funds and large institutions have $336B invested in SPDR S&P 500 ETF Trust in 2024 Q2 according to their latest regulatory filings, with 204 funds opening new positions, 1,563 increasing their positions, 1,452 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,726
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.19%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.24%
New
204
Increased
1,563
Reduced
1,452
Closed
94
Calls
$268B
Puts
$518B
Net Calls
-$250B
Net Calls Change
+$148B
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
2851
Barlow Wealth Partners
Kentucky
$796K +$110K +204 +16%
RIP
2852
RAM Investment Partners
Washington
$794K +$113K +207 +17%
LWM
2853
Liberty Wealth Management
California
$793K +$749K +26,422 +1,716%
HWMO
2854
Heritage Wealth Management (Ohio)
Ohio
$793K +$793K +1,429 New
EWA
2855
Encompass Wealth Advisors
Oregon
$792K -$15.2K -28 -2%
TIA
2856
Tiemann Investment Advisors
California
$792K -$7.08K -13 -0.9%
EFG
2857
Everhart Financial Group
Ohio
$791K +$151K +330 +24%
CPA
2858
Capital Performance Advisors
California
$791K +$77.8K +143 +11%
GQG Partners
2859
GQG Partners
Florida
$788K +$508K +933 +181%
CH
2860
Canton Hathaway
Rhode Island
$786K +$101K +185 +15%
WFA
2861
Wade Financial Advisory
California
$784K
WE
2862
Wealth Effects
Massachusetts
$783K -$139K -255 -15%
NOI
2863
Newton One Investments
Delaware
$780K +$2.18K +4 +0.3%
W
2864
WealthCollab
Washington
$780K
SI
2865
Seeds Investor
New York
$779K +$779K +1,431 New
ACM
2866
Avalon Capital Management
California
$777K +$372K +684 +92%
HI
2867
Horizon Investments
North Carolina
$776K -$4.35K -8 -0.6%
NAMM
2868
NorthStar Asset Management (Massachusetts)
Massachusetts
$775K -$53.3K -98 -6%
BPFA
2869
Barnes Pettey Financial Advisors
Mississippi
$773K -$56.1K -103 -7%
VRM
2870
Vectors Research Management
New York
$770K -$25K -46 -3%
SIA
2871
Strategic Investment Advisors
Michigan
$769K -$2.72K -5 -0.4%
FFC
2872
First Financial Corp
Indiana
$768K
SHA
2873
Seneca House Advisors
Virginia
$768K -$10.9K -20 -1%
VAG
2874
VisionPoint Advisory Group
Texas
$767K -$309K -567 -29%
PRWA
2875
Platte River Wealth Advisors
Colorado
$765K