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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 %
LWM
3201
Lodestone Wealth Management
Washington
$486K -$513K -894 -51%
RLWM
3202
RF&L Wealth Management
Massachusetts
$483K
JMFC
3203
J.M. Forbes & Co
Massachusetts
$483K
AWMG
3204
Alliance Wealth Management Group
New Jersey
$483K +$6.89K +12 +1%
BIM
3205
Barton Investment Management
Pennsylvania
$481K
WMWM
3206
Whitaker-Myers Wealth Managers
Ohio
$481K -$1.05M -1,825 -69%
PSP
3207
Pacific Sage Partners
Washington
$479K +$574 +1 +0.1%
PS
3208
Planned Solutions
California
$478K
S4W
3209
Solutions 4 Wealth
Texas
$477K +$574 +1 +0.1%
EW
3210
Enzi Wealth
Texas
$477K +$42.1K +72 +10%
CAMV
3211
Concord Asset Management (Virginia)
Virginia
$476K
CWP
3212
Concord Wealth Partners
Virginia
$476K -$275K -480 -37%
SLG
3213
Stanley-Laman Group
Pennsylvania
$475K +$90.1K +157 +23%
ECA
3214
Elevated Capital Advisors
Utah
$475K
FIC
3215
FCG Investment Company
Tennessee
$473K +$63.1K +110 +15%
AWC
3216
Adamsbrown Wealth Consultants
Kansas
$472K +$1.15K +2 +0.2%
RFN
3217
Redwood Financial Network
Ohio
$471K +$13.8K +24 +3%
TFO
3218
Tarbox Family Office
California
$471K -$574 -1 -0.1%
CCM
3219
Compass Capital Management
Minnesota
$470K -$2.87K -5 -0.6%
HHGA
3220
Halbert Hargrove Global Advisors
California
$469K -$143K -250 -23%
WMA
3221
Wealth Management Associates
New Jersey
$469K
HWP
3222
Heritage Wealth Partners
Ohio
$468K -$8.6K -15 -2%
WAM
3223
WealthTrust Asset Management
Florida
$467K -$216K -377 -32%
ATI
3224
ARK & TLK Investments
Oklahoma
$467K
PGAM
3225
Princeton Global Asset Management
New Jersey
$467K +$28.7K +50 +7%