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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 %
LCOV
2951
London Company of Virginia
Virginia
$735K +$222K +387 +43%
QWM
2952
Quaker Wealth Management
New Jersey
$734K +$734K +1,279 New
NWM
2953
Napa Wealth Management
California
$730K -$20.7K -36 -3%
WWM
2954
Whalen Wealth Management
Nevada
$729K +$237K +413 +48%
MCM
2955
Monarch Capital Management
Indiana
$729K
ATIA
2956
American Trust Investment Advisors
New Hampshire
$727K
SGAM
2957
Smith Group Asset Management
Texas
$726K +$726K +1,266 New
WCWM
2958
Willow Creek Wealth Management
California
$726K +$3.45K +6 +0.5%
HP
2959
HT Partners
Connecticut
$724K -$35K -61 -5%
BTWM
2960
Baker Tilly Wealth Management
Wisconsin
$723K -$175K -305 -19%
CBTWT
2961
Community Bank & Trust (Waco, Texas)
Texas
$723K
SCM
2962
Stonehearth Capital Management
Massachusetts
$722K +$203K +354 +39%
CC
2963
Constitution Capital
Connecticut
$722K +$1.72K +3 +0.2%
NPPM
2964
North Point Portfolio Managers
Ohio
$720K +$58.5K +102 +9%
TWM
2965
TriaGen Wealth Management
California
$719K +$53.9K +94 +8%
BWIA
2966
Bryant Woods Investment Advisors
New York
$718K +$8.03K +14 +1%
CFAM
2967
Center For Asset Management
Florida
$716K -$9.18K -16 -1%
TPW
2968
Talon Private Wealth
Florida
$716K +$716K +1,249 New
SA
2969
Stewardship Advisors
Pennsylvania
$713K
CCA
2970
Carrera Capital Advisors
Michigan
$713K +$52.4K +91 +8%
NQWM
2971
Northwest Quadrant Wealth Management
Oregon
$713K +$2.3K +4 +0.3%
JA
2972
JVL Associates
Michigan
$712K
CH
2973
Canton Hathaway
Rhode Island
$711K -$118K -205 -14%
APM
2974
a16z Perennial Management
California
$711K
AFM
2975
Abbot Financial Management
Massachusetts
$711K +$28.7K +50 +4%