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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 %
MWM
2901
Mattern Wealth Management
Kansas
$793K
BPFA
2902
Barnes Pettey Financial Advisors
Mississippi
$793K -$22.4K -39 -3%
PRWA
2903
Platte River Wealth Advisors
Colorado
$792K -$14.9K -26 -2%
BWL
2904
Beacon Wealthcare LLC
North Carolina
$787K +$30.4K +53 +4%
BFG
2905
Beacon Financial Group
Texas
$786K -$120K -209 -13%
LCGC
2906
Legacy Capital Group California
California
$785K +$174K +304 +29%
MIA
2907
MeadowBrook Investment Advisors
Michigan
$785K +$246K +429 +46%
EWM
2908
Elmwood Wealth Management
California
$785K +$200K +349 +34%
NIM
2909
Nicollet Investment Management
Minnesota
$784K
SDWIA
2910
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$782K -$6.89K -12 -0.9%
SC
2911
Scholtz & Company
Connecticut
$776K -$141K -245 -15%
FPWM
2912
FSB Premier Wealth Management
Iowa
$775K -$260K -453 -25%
WC
2913
Whitney & Co
New York
$775K -$11.5K -20 -1%
PWSG
2914
Pacific Wealth Strategies Group
California
$771K +$33.9K +59 +5%
AWM
2915
Aberdeen Wealth Management
Illinois
$771K
EI
2916
Ethic Inc
New York
$771K
FA
2917
Financial Alternatives
California
$769K
KAM
2918
Kraft Asset Management
Tennessee
$768K -$136K -237 -15%
IIM
2919
Ipswich Investment Management
Massachusetts
$764K
RIG
2920
RiverFront Investment Group
Virginia
$764K +$49.3K +86 +7%
RS
2921
Rakuten Securities
Japan
$761K -$313K -545 -29%
LI
2922
Lafayette Investments
Maryland
$761K +$29.3K +51 +4%
TA
2923
TFG Advisers
Michigan
$760K -$23K -40 -3%
DWM
2924
Drive Wealth Management
Utah
$759K +$286K +497 +60%
WTFG
2925
Wells Trecaso Financial Group
Ohio
$759K