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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 %
BZWA
3176
Blue Zone Wealth Advisors
California
$459K +$28.3K +52 +7%
MIS
3177
Morningstar Investment Services
Illinois
$459K -$68.2K -125 -13%
RLWM
3178
RF&L Wealth Management
Massachusetts
$458K
JMFC
3179
J.M. Forbes & Co
Massachusetts
$458K +$458K +842 New
PFA
3180
Professional Financial Advisors
Nebraska
$458K +$62.6K +115 +16%
PPA
3181
Painted Porch Advisors
California
$458K +$4.35K +8 +1%
BIM
3182
Barton Investment Management
Pennsylvania
$457K -$106K -195 -19%
RP
3183
Rowlandmiller & Partners
Georgia
$456K
PS
3184
Planned Solutions
California
$453K
PSP
3185
Pacific Sage Partners
Washington
$453K
AWM
3186
Ariadne Wealth Management
California
$453K +$453K +829 New
HWA
3187
HHM Wealth Advisors
Tennessee
$453K +$67.4K +124 +18%
SPWM
3188
Straight Path Wealth Management
Michigan
$452K
HWP
3189
Heritage Wealth Partners
Ohio
$452K -$330K -607 -42%
CAMV
3190
Concord Asset Management (Virginia)
Virginia
$452K -$544 -1 -0.1%
AWMG
3191
Alliance Wealth Management Group
New Jersey
$452K
S4W
3192
Solutions 4 Wealth
Texas
$452K -$32.6K -60 -7%
ECA
3193
Elevated Capital Advisors
Utah
$451K -$268K -492 -37%
CCM
3194
Crew Capital Management
Ohio
$451K
RFWA
3195
RPg Family Wealth Advisory
Massachusetts
$450K -$107K -196 -19%
RA
3196
Rise Advisors
New York
$449K +$26.1K +48 +6%
CCM
3197
Compass Capital Management
Minnesota
$449K -$51.2K -94 -10%
DWM
3198
Drive Wealth Management
Utah
$449K +$4.37K +8 +1%
RF
3199
Robbins Farley
New Hampshire
$448K +$11.4K +21 +3%
TFO
3200
Tarbox Family Office
California
$447K