SPY icon

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 %
EL
2876
Envoi LLC
Minnesota
$765K
LBWM
2877
Left Brain Wealth Management
Illinois
$765K
RIM
2878
RW Investment Management
Idaho
$763K -$54.4K -100 -7%
APSI
2879
Asset Planning Services Inc
Louisiana
$762K -$116K -213 -13%
SCA
2880
Sassicaia Capital Advisers
New York
$762K +$109K +200 +17%
FB
2881
First Bancorp
Maine
$761K -$2.72K -5 -0.4%
WA
2882
WealthTrust Axiom
Pennsylvania
$757K +$11.4K +21 +2%
MWM
2883
Mattern Wealth Management
Kansas
$752K +$26.1K +48 +4%
SDWIA
2884
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$748K +$4.9K +9 +0.7%
WC
2885
Whitney & Co
New York
$746K -$2.72K -5 -0.4%
BHA
2886
Beech Hill Advisors
New York
$744K -$28.3K -52 -4%
CWG
2887
Crown Wealth Group
North Carolina
$744K -$125K -230 -14%
FCM
2888
Fortis Capital Management
Washington
$743K +$743K +1,366 New
NIM
2889
Nicollet Investment Management
Minnesota
$743K -$186K -342 -20%
TA
2890
TFG Advisers
Michigan
$743K +$11.4K +21 +2%
AA
2891
AJ Advisors
Tennessee
$742K +$9.25K +17 +1%
TNB
2892
Thomasville National Bank
Georgia
$735K -$2.72K -5 -0.4%
AWM
2893
Aberdeen Wealth Management
Illinois
$731K -$68.6K -126 -9%
BWP
2894
Bernardo Wealth Planning
Pennsylvania
$731K +$20.7K +38 +3%
SC
2895
Soundwatch Capital
Connecticut
$730K -$270M -496,969 -100%
FA
2896
Financial Alternatives
California
$730K
IIC
2897
Integrated Investment Consultants
Michigan
$729K
IIM
2898
Ipswich Investment Management
Massachusetts
$724K +$15.8K +29 +2%
WWM
2899
Wiser Wealth Management
Georgia
$724K -$10.9K -20 -1%
LFA
2900
Legacy Financial Advisors
Kentucky
$721K -$702K -1,290 -49%