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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 %
WE
2851
Wealth Effects
Massachusetts
$866K +$40.2K +70 +5%
MAM
2852
MWA Asset Management
Massachusetts
$866K +$344K +599 +66%
PFG
2853
PAX Financial Group
Texas
$863K +$574 +1 +0.1%
CL
2854
CIM LLC
New York
$862K
PRI
2855
Prepared Retirement Institute
Pennsylvania
$862K +$10.3K +18 +1%
OPW
2856
Osprey Private Wealth
New York
$861K +$861K +1,500 New
NCTC
2857
New Covenant Trust Company
Indiana
$860K
JLBC
2858
J.L. Bainbridge & Co
Florida
$858K -$2.3K -4 -0.3%
GA
2859
GoalVest Advisory
New York
$853K -$23.5K -41 -3%
NPA
2860
Nichols & Pratt Advisers
Massachusetts
$853K
PCM
2861
Patient Capital Management
Maryland
$852K +$429K +748 +101%
BWM
2862
BCGM Wealth Management
Indiana
$850K
FAM
2863
Fenimore Asset Management
New York
$848K +$574 +1 +0.1%
TBC
2864
Ted Buchan & Co
California
$847K -$70K -122 -8%
BHA
2865
Beech Hill Advisors
New York
$846K +$61.4K +107 +8%
AWM
2866
AllSquare Wealth Management
New York
$846K -$31.6K -55 -4%
CC
2867
Capital Counsel
New York
$846K -$16.6K -29 -2%
CIA
2868
Cladis Investment Advisory
Montana
$846K
OWM
2869
Opes Wealth Management
California
$845K
RIP
2870
RAM Investment Partners
Washington
$841K +$4.59K +8 +0.5%
HIM
2871
Hanlon Investment Management
New Jersey
$841K +$574K +1,000 +215%
WWM
2872
Wiser Wealth Management
Georgia
$837K +$74K +129 +10%
EWA
2873
Encompass Wealth Advisors
Oregon
$835K
BWP
2874
Barlow Wealth Partners
Kentucky
$835K
TIA
2875
Tiemann Investment Advisors
California
$834K