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SPDR S&P 500 ETF Trust

3,725 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
3,725
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.18%
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 %
AG
3151
Advocate Group
Minnesota
$478K
EPWM
3152
Essex Private Wealth Management
Massachusetts
$478K
BBW
3153
Blue Barn Wealth
Utah
$477K -$3.27K -6 -0.7%
JWM
3154
JGP Wealth Management
Oregon
$476K +$29.4K +54 +7%
SW
3155
Solidarity Wealth
Utah
$476K +$62.1K +114 +15%
EBA
3156
Eagle Bay Advisors
New York
$474K +$84K +154 +22%
PGIM
3157
Pacific Global Investment Management
California
$472K +$30.5K +56 +7%
WA
3158
WP Advisors
California
$472K +$122K +225 +35%
BWL
3159
Bogart Wealth LLC
Virginia
$471K -$61K -112 -11%
SP
3160
SWS Partners
Ohio
$471K +$471K +865 New
CB
3161
Chris Bulman
California
$471K +$471K +865 New
SIAG
3162
Signet Investment Advisory Group
Rhode Island
$469K +$104K +192 +29%
WWM
3163
Whalen Wealth Management
Nevada
$467K +$45.2K +83 +11%
DC
3164
DeDora Capital
California
$466K
WAM
3165
Walker Asset Management
Missouri
$466K +$16.3K +30 +4%
KMWM
3166
Keudell/Morrison Wealth Management
Oregon
$465K +$103K +190 +29%
JAFL
3167
Jay A. Fishman Ltd
Michigan
$465K
PWM
3168
Prosperity Wealth Management
California
$464K -$41.4K -76 -8%
BWG
3169
Balanced Wealth Group
Ohio
$464K
AWMS
3170
Advocacy Wealth Management Services
Georgia
$464K -$439K -807 -49%
RIA
3171
RPG Investment Advisory
California
$462K +$8.16K +15 +2%
GG
3172
Greenwood Gearhart
Arkansas
$461K +$120K +221 +35%
LL
3173
LPWM LLC
Minnesota
$461K +$1.11K +2 +0.2%
HWM
3174
Hemington Wealth Management
Virginia
$461K -$3.81K -7 -0.8%
BZWA
3175
Blue Zone Wealth Advisors
California
$459K +$28.3K +52 +7%