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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 %
PWA
3051
Physician Wealth Advisors
Utah
$633K +$225K +388 +55%
CPW
3052
Cove Private Wealth
New York
$631K
RAM
3053
Riggs Asset Management
Pennsylvania
$629K -$533K -929 -46%
WIC
3054
Wilkins Investment Counsel
Massachusetts
$629K
TPW
3055
Transatlantique Private Wealth
New York
$628K +$104K +182 +20%
CWR
3056
Chico Wealth RIA
California
$628K
PA
3057
Probity Advisors
Texas
$623K -$7.46K -13 -1%
SWM
3058
Silverlake Wealth Management
Vermont
$622K +$109K +190 +21%
AWM
3059
AAF Wealth Management
Massachusetts
$621K -$33.3K -58 -5%
DWM
3060
Darwin Wealth Management
Florida
$621K +$574 +1 +0.1%
HWMO
3061
Heritage Wealth Management (Ohio)
Ohio
$620K -$200K -349 -24%
SL
3062
SWMG LLC
Texas
$617K -$597 -1 -0.1%
TW
3063
Traveka Wealth
California
$615K +$10.9K +19 +2%
GJIA
3064
Glass Jacobson Investment Advisors
Maryland
$614K -$2.87K -5 -0.5%
PMAM
3065
Picton Mahoney Asset Management
Ontario, Canada
$614K -$425K -740 -41%
LI
3066
LVZ Inc
Michigan
$614K -$8.61K -15 -1%
SF
3067
Schaeffer Financial
Maryland
$612K -$94.7K -165 -13%
AFIA
3068
America First Investment Advisors
Nebraska
$610K -$24.7K -43 -4%
CFGF
3069
Compass Financial Group (Florida)
Florida
$609K -$2.3K -4 -0.4%
NRW
3070
Nova R Wealth
Kansas
$609K +$1.72K +3 +0.3%
VC
3071
Vicus Capital
Pennsylvania
$608K -$154K -1,491 -20%
CM
3072
Columbus Macro
Pennsylvania
$608K
ELM
3073
Elite Life Management
Florida
$607K
KCM
3074
KRS Capital Management
Michigan
$606K
AFS
3075
Access Financial Services
Minnesota
$606K +$21K +42 +4%