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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 %
STCOSD
3026
Sageworth Trust Company of South Dakota
South Dakota
$654K +$654K +1,139 New
SDJVC
3027
St. Denis J. Villere & Co
Louisiana
$652K +$652K +1,137 New
IWA
3028
IVC Wealth Advisors
Pennsylvania
$652K +$574 +1 +0.1%
HWMC
3029
Heritage Wealth Management (California)
California
$651K -$27.5K -48 -4%
RFP
3030
Root Financial Partners
California
$650K +$41.9K +73 +7%
RA
3031
Rise Advisors
New York
$650K +$176K +307 +37%
GB
3032
Goepper Burkhardt
South Carolina
$649K
KIM
3033
Karpus Investment Management
New York
$648K
NAMM
3034
NorthStar Asset Management (Massachusetts)
Massachusetts
$648K -$169K -295 -21%
FSA
3035
Financial Sense Advisors
California
$647K +$40.2K +70 +7%
GWP
3036
Gen-Wealth Partners
Michigan
$646K +$131K +226 +25%
CCM
3037
Cullen Capital Management
New York
$646K
CWM
3038
Certus Wealth Management
California
$645K
RCA
3039
Riverview Capital Advisers
Massachusetts
$644K +$2.3K +4 +0.4%
TNAM
3040
Terra Nova Asset Management
New York
$642K +$1.15K +2 +0.2%
5SA
3041
5th Street Advisors
Connecticut
$641K +$204K +355 +47%
IFA
3042
Interactive Financial Advisors
Illinois
$640K -$47.1K -82 -7%
XWM
3043
Xcel Wealth Management
Florida
$640K +$118K +205 +23%
SBF
3044
Sara-Bay Financial
Florida
$637K +$17.8K +31 +3%
RDFA
3045
Ritter Daniher Financial Advisory
Ohio
$637K +$2.3K +4 +0.4%
HP
3046
Hilltop Partners
Indiana
$636K -$43K -75 -6%
HKIMG
3047
Hutchens & Kramer Investment Management Group
Indiana
$636K +$2.27K +4 +0.4%
MWA
3048
MN Wealth Advisors
Kansas
$635K +$30.4K +53 +5%
UB
3049
Umpqua Bank
Oregon
$635K
SNB
3050
Security National Bank
Nebraska
$635K +$36.1K +63 +6%