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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 %
NHFG
3351
New Harbor Financial Group
Massachusetts
$378K -$712K -1,241 -65%
SA
3352
swisspartners Advisors
Switzerland
$377K
GWSA
3353
Global Wealth Strategies & Associates
Colorado
$377K +$86.6K +151 +30%
C1AG
3354
Client 1st Advisory Group
Florida
$376K +$6.31K +11 +2%
PWM
3355
Partnership Wealth Management
Maryland
$375K -$258K -450 -41%
CI
3356
CPR Investments
Michigan
$375K +$375K +654 New
ACA
3357
Anchor Capital Advisors
Massachusetts
$375K
SMAM
3358
Sugar Maple Asset Management
Wisconsin
$375K
AI
3359
Axos Invest
Nevada
$374K +$374K +652 New
RAM
3360
Ramirez Asset Management
New York
$373K +$28.7K +50 +8%
KB
3361
Kimelman & Baird
New York
$372K
CIA
3362
Cascade Investment Advisors
Oregon
$371K +$9.19K +16 +3%
SPW
3363
Sonoma Private Wealth
California
$371K -$73.4K -128 -17%
SWA
3364
ShankerValleau Wealth Advisors
Illinois
$371K
EFIC
3365
Eliot Finkel Investment Counsel
California
$370K
TPCM
3366
Templeton & Phillips Capital Management
Tennessee
$370K
DIM
3367
DLK Investment Management
California
$369K +$95.8K +167 +35%
CCMI
3368
Creative Capital Management Investments
California
$368K
TWP
3369
Total Wealth Planning
Ohio
$368K -$296K -517 -45%
MRCM
3370
M&R Capital Management
New Jersey
$367K +$42.5K +74 +13%
VCM
3371
Versant Capital Management
Arizona
$367K
RWM
3372
Reston Wealth Management
Virginia
$365K +$1.72K +3 +0.5%
GG
3373
Greenwood Gearhart
Arkansas
$364K -$122K -213 -25%
DCM
3374
Dudley Capital Management
Virginia
$364K
BI
3375
Beckerman Institutional
New Jersey
$364K +$364K +634 New