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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 %
GWWM
3176
Great Waters Wealth Management
Minnesota
$511K +$1.15K +2 +0.2%
CLA
3177
Carnegie Lake Advisors
New Jersey
$510K +$510K +889 New
SRC
3178
Shufro Rose & Co
New York
$509K
MAC
3179
Mason & Associates (California)
California
$508K -$4.02K -7 -0.8%
KMWM
3180
Keudell/Morrison Wealth Management
Oregon
$505K +$14.3K +25 +3%
AG
3181
Advocate Group
Minnesota
$504K
EPWM
3182
Essex Private Wealth Management
Massachusetts
$504K
OFS
3183
Orrstown Financial Services
Pennsylvania
$501K +$501K +874 New
BZWA
3184
Blue Zone Wealth Advisors
California
$499K +$14.9K +26 +3%
HA
3185
Herold Advisors
New York
$498K +$183K +319 +58%
SWM
3186
Salvus Wealth Management
New Jersey
$497K +$94.1K +164 +23%
FF
3187
Farrow Financial
Vermont
$496K -$86.1K -150 -15%
DC
3188
DeDora Capital
California
$491K
WAM
3189
Walker Asset Management
Missouri
$491K
CCT
3190
Chemung Canal Trust
New York
$491K +$110K +191 +29%
JAFL
3191
Jay A. Fishman Ltd
Michigan
$491K
CB
3192
Chris Bulman
California
$490K -$6.31K -11 -1%
GCM
3193
Goldstream Capital Management
Hong Kong
$490K +$115K +200 +31%
BWG
3194
Balanced Wealth Group
Ohio
$490K +$1.15K +2 +0.2%
TI
3195
TTP Investments
California
$489K -$6.34M -11,044 -93%
AWMS
3196
Advocacy Wealth Management Services
Georgia
$489K
MFA
3197
Morling Financial Advisors
California
$489K -$182K -318 -27%
CWA
3198
CJM Wealth Advisers
Virginia
$489K +$52.2K +91 +12%
RIA
3199
RPG Investment Advisory
California
$487K
FFO
3200
Fortitude Family Office
Arizona
$487K +$234K +408 +93%