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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 %
HFP
2976
Holistic Financial Partners
Indiana
$638K -$12.5K -23 -2%
BI
2977
Ballast Inc
Kentucky
$637K +$90.3K +166 +17%
3AM
2978
3EDGE Asset Management
Florida
$637K -$23.4K -43 -4%
MFA
2979
Morling Financial Advisors
California
$637K -$544 -1 -0.1%
MAM
2980
Marotta Asset Management
Virginia
$636K +$2.73K +5 +0.4%
FA
2981
FC Advisory
Pennsylvania
$636K +$1.09K +2 +0.2%
RPGK
2982
Retirement Planning Group (Kansas)
Kansas
$636K -$32.1K -59 -5%
SFMG
2983
Sage Financial Management Group
Virginia
$635K
EF
2984
Exeter Financial
Arizona
$633K -$9.8K -18 -2%
I
2985
IMPACTfolio
Colorado
$633K
PCM
2986
Pointe Capital Management
Michigan
$633K +$233K +428 +58%
RA
2987
Ruggaard & Associates
Ohio
$633K -$55.5K -102 -8%
AWM
2988
Avaii Wealth Management
Wisconsin
$632K +$1.09K +2 +0.2%
ACM
2989
Ardent Capital Management
Ohio
$632K
TWM
2990
TriaGen Wealth Management
California
$631K
NPPM
2991
North Point Portfolio Managers
Ohio
$627K +$27.8K +51 +5%
CA
2992
CapWealth Advisors
Tennessee
$626K +$126K +232 +25%
CCA
2993
Carrera Capital Advisors
Michigan
$626K +$626K +1,147 New
OL
2994
OneFund LLC
Florida
$625K +$625K +1,149 New
HWM
2995
HighMark Wealth Management
Minnesota
$625K -$46.3K -85 -7%
SIC
2996
SJS Investment Consulting
Ohio
$625K +$38.6K +71 +7%
AWM
2997
AAF Wealth Management
Massachusetts
$621K +$37.5K +69 +6%
TFM
2998
Trademark Financial Management
Minnesota
$620K +$2.72K +5 +0.4%
IWA
2999
IVC Wealth Advisors
Pennsylvania
$618K +$1.63K +3 +0.3%
GB
3000
Goepper Burkhardt
South Carolina
$616K