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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 %
C
3001
CEDRUS
Colorado
$678K +$235K +409 +53%
NCM
3002
Narwhal Capital Management
Georgia
$678K
NWM
3003
Northcape Wealth Management
New York
$677K
MCM
3004
Marathon Capital Management
Maryland
$677K +$677K +1,179 New
HFP
3005
Holistic Financial Partners
Indiana
$676K +$3.44K +6 +0.5%
I
3006
IMPACTfolio
Colorado
$674K +$6.31K +11 +0.9%
TFM
3007
Trademark Financial Management
Minnesota
$672K +$18.4K +32 +3%
FA
3008
FC Advisory
Pennsylvania
$672K +$1.15K +2 +0.2%
CPA
3009
Capital Performance Advisors
California
$669K -$165K -287 -20%
JPWM
3010
Jamison Private Wealth Management
Georgia
$668K -$4.59K -8 -0.7%
HG
3011
Harbor Group
New Hampshire
$668K -$41.3K -72 -6%
EF
3012
Exeter Financial
Arizona
$668K
PCM
3013
Pointe Capital Management
Michigan
$668K +$574 +1 +0.1%
RA
3014
Ruggaard & Associates
Ohio
$667K
AWM
3015
Avaii Wealth Management
Wisconsin
$667K
ACM
3016
Ardent Capital Management
Ohio
$666K
EA
3017
Eclectic Associates
California
$665K -$61.4K -107 -8%
SFMG
3018
Sage Financial Management Group
Virginia
$664K -$5.17K -9 -0.8%
GCA
3019
Gradient Capital Advisors
California
$663K -$12.6K -22 -2%
BCM
3020
Beck Capital Management
Texas
$663K -$86.1K -150 -11%
CW
3021
Code Waechter
Florida
$662K +$662K +1,154 New
3AM
3022
3EDGE Asset Management
Florida
$662K -$9.75K -17 -1%
WTB
3023
Washington Trust Bank
Washington
$660K +$28.7K +50 +5%
HWM
3024
HighMark Wealth Management
Minnesota
$659K
NC
3025
Napatree Capital
Rhode Island
$658K +$130K +227 +25%