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SPDR S&P 500 ETF Trust
SPY

Overview Fund Activity

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

Top Buyers

1
Optiver Holding
1
Optiver Holding
Netherlands
$2.58B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.05B
4
Morgan Stanley
4
Morgan Stanley
New York
$19B
5
Credit Agricole
5
Credit Agricole
France
$1.03B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.37B
2
MSU
2
Mizuho Securities USA
New York
$164M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.44B
4
CTC (Chicago Trading Company)
4
CTC (Chicago Trading Company)
Illinois
$154M
5
CCM
5
Corsair Capital Management
New York
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
3376
Lakeshore Financial Planning
Michigan
$337K +$9.8K +18 +3%
MWP
3377
Meridian Wealth Partners
Pennsylvania
$337K +$16.3K +30 +5%
DW
3378
Dodds Wealth
Colorado
$336K -$10.6K -19 -3%
ARA
3379
Alexander Randolph Advisory
Virginia
$335K -$3.81K -7 -1%
CS
3380
Crescent Sterling
Louisiana
$335K +$8.16K +15 +3%
PIFP
3381
Partners in Financial Planning
Virginia
$334K +$544 +1 +0.2%
BFP
3382
Briaud Financial Planning
Texas
$334K – – –
HWM
3383
HFG Wealth Management
Texas
$333K +$333K +612 New
CA
3384
Crane Advisory
California
$333K -$58.8K -106 -15%
CA
3385
Carson Advisory
Georgia
$332K +$544 +1 +0.2%
AC
3386
Anson Capital
Georgia
$331K – – –
FI
3387
FWG Investments
Kentucky
$330K -$27.2K -50 -8%
MGWA
3388
Monument Group Wealth Advisors
Massachusetts
$330K – – –
MCM
3389
Mendel Capital Management
Arkansas
$330K – – –
KAM
3390
Knightsbridge Asset Management
California
$328K – – –
UWS
3391
Unique Wealth Strategies
Illinois
$327K – – –
RAM
3392
Ramirez Asset Management
New York
$327K – – –
GWMIA
3393
Global Wealth Management Investment Advisory
Florida
$325K – – –
MWA
3394
Muirfield Wealth Advisors
North Carolina
$325K -$544 -1 -0.2%
NWMG
3395
National Wealth Management Group
Ohio
$324K -$58.7K -108 -15%
CIAS
3396
CBIZ Investment Advisory Services
Ohio
$324K – – –
SW
3397
SMART Wealth
Nebraska
$324K +$544 +1 +0.2%
WFS
3398
Walker Financial Services
Kentucky
$324K +$544 +1 +0.2%
CPC
3399
Cookson Peirce & Co
Pennsylvania
$323K – – –
SHIM
3400
Stone House Investment Management
Pennsylvania
$323K -$48.4M -88,928 -99%
134 135
136
137 138