SPY icon

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 %
GWMIA
3401
Global Wealth Management Investment Advisory
Florida
$350K +$6.89K +12 +2%
LFP
3402
Lakeshore Financial Planning
Michigan
$349K -$6.31K -11 -2%
BWM
3403
Brown Wealth Management
Illinois
$349K -$21.8K -38 -6%
UPS
3404
UHLMANN PRICE SECURITIES
Illinois
$349K +$349K +607 New
SEP
3405
Southland Equity Partners
Missouri
$348K +$35K +61 +11%
AWP
3406
Atlas Wealth Partners
Pennsylvania
$348K +$61.9K +108 +22%
MGWA
3407
Monument Group Wealth Advisors
Massachusetts
$348K
MCM
3408
Mendel Capital Management
Arkansas
$348K
DW
3409
Dodds Wealth
Colorado
$347K -$1.15K -2 -0.3%
SL
3410
Sentinus LLC
Illinois
$346K -$1.42M -15,546 -80%
AC
3411
Anson Capital
Georgia
$345K -$3.44K -6 -1%
CA
3412
Crane Advisory
California
$344K
RW
3413
RVW Wealth
California
$343K +$12.6K +22 +4%
PHWM
3414
Pine Harbor Wealth Management
Maryland
$342K -$102K -178 -23%
CIAS
3415
CBIZ Investment Advisory Services
Ohio
$342K
TDC
3416
Thompson Davis & Co
Virginia
$341K -$24.7K -43 -7%
TFP
3417
Tilia Fiduciary Partners
North Carolina
$340K +$340K +593 New
HSWS
3418
Higgins & Schmidt Wealth Strategies
Colorado
$339K -$17.8K -31 -5%
MWP
3419
Meridian Wealth Partners
Pennsylvania
$338K -$17.2K -30 -5%
MWM
3420
Maltin Wealth Management
New Jersey
$338K +$1.15K +2 +0.3%
HA
3421
Harfst & Associates
Wyoming
$337K +$60.8K +106 +22%
SKK
3422
Shepherd Kaplan Krochuk
Massachusetts
$337K +$337K +587 New
FWM
3423
Fonville Wealth Management
Virginia
$336K +$76.4K +133 +29%
CCMINC
3424
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$1.15K +2 +0.3%
NWM
3425
Northwest Wealth Management
Iowa
$335K +$335K +584 New