SPY icon

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 %
JCFM
3101
JBR Co Financial Management
Oklahoma
$520K +$37K +68 +8%
MCB
3102
Morton Community Bank
Illinois
$519K
S
3103
SimplyRich
California
$518K
OWM
3104
OneAscent Wealth Management
Alabama
$518K +$7.62K +14 +1%
SFG
3105
SevenBridge Financial Group
Pennsylvania
$518K +$99.7K +191 +24%
CP
3106
Creekside Partners
California
$516K +$516K +949 New
RWM
3107
Revisor Wealth Management
Ohio
$516K -$3.8M -6,979 -88%
MKA
3108
M. Kulyk & Associates
Georgia
$515K -$1.63K -3 -0.3%
GSAM
3109
Grant Street Asset Management
Pennsylvania
$513K
RCM
3110
Requisite Capital Management
Texas
$513K
TC
3111
Truvestments Capital
Florida
$512K +$18.5K +34 +4%
TFA
3112
TPG Financial Advisors
Oregon
$512K +$512K +940 New
CWM
3113
Concentrum Wealth Management
California
$511K +$511K +939 New
MIA
3114
MeadowBrook Investment Advisors
Michigan
$511K
FG
3115
Foster Group
Iowa
$511K -$301K -554 -37%
SRC
3116
Shufro Rose & Co
New York
$509K +$28.3K +52 +6%
CVM
3117
Cheviot Value Management
California
$509K -$182K -335 -26%
LC
3118
Landaas & Company
Wisconsin
$508K
FC
3119
Fulcrum Capital
Washington
$506K
OCG
3120
Opus Capital Group
Ohio
$506K
AFWM
3121
Abich Financial Wealth Management
Virginia
$504K +$125K +230 +33%
SFC
3122
Sprinkle Financial Consultants
Colorado
$504K +$504K +926 New
OBWP
3123
O'Brien Wealth Partners
Massachusetts
$503K -$167K -306 -25%
CWM
3124
Chicago Wealth Management
Illinois
$502K +$502K +921 New
ACIM
3125
Azimuth Capital Investment Management
Michigan
$501K +$4.9K +9 +1%