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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 %
PPWP
3226
Premier Path Wealth Partners
New Jersey
$432K -$21.2K -39 -5%
WFMPM
3227
Woodley Farra Manion Portfolio Management
Indiana
$431K +$546 +1 +0.1%
HAC
3228
Harbor Advisory Corp
New Hampshire
$430K
BWM
3229
Boyd Wealth Management
California
$429K -$770K -1,415 -64%
BWA
3230
Boulder Wealth Advisors
Colorado
$428K
IC
3231
Iconiq Capital
California
$428K +$1.63K +3 +0.4%
MWM
3232
McNaughton Wealth Management
California
$427K +$9.25K +17 +2%
MNBTD
3233
Moody National Bank Trust Division
Texas
$426K +$216K +396 +102%
FPCG
3234
Forum Private Client Group
Indiana
$426K -$65.8K -121 -13%
CRI
3235
Colonial River Investments
Virginia
$426K +$66.9K +123 +19%
EU
3236
Emory University
Georgia
$425K
RVM
3237
Robinson Value Management
Texas
$423K -$8.16K -15 -2%
MSWM
3238
McGlone Suttner Wealth Management
Wisconsin
$423K -$5.23K -11 -1%
SPW
3239
Sonoma Private Wealth
California
$421K
C
3240
CEDRUS
Colorado
$421K +$16.3K +30 +4%
PHWM
3241
Pine Harbor Wealth Management
Maryland
$420K +$60.9K +112 +17%
AIA
3242
AIMZ Investment Advisors
California
$420K
TWM
3243
Tanager Wealth Management
United Kingdom
$420K -$39.3K -72 -9%
VAG
3244
Vannoy Advisory Group
Texas
$420K
RWRC
3245
R.W. Roge & Company
New York
$419K
CAM
3246
Clark Asset Management
New Hampshire
$419K +$141K +260 +51%
AWP
3247
Avid Wealth Partners
Texas
$417K -$93.1K -171 -18%
SHF
3248
Stage Harbor Financial
Massachusetts
$416K +$3.81K +7 +0.9%
PGAM
3249
Princeton Global Asset Management
New Jersey
$416K +$11.4K +21 +3%
SC
3250
Schoolcraft Capital
Colorado
$415K