SPY icon

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
54.19%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.25%
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 %
BMCM
3451
Burns Matteson Capital Management
New York
$287K +$25.6K +47 +10%
LAM
3452
LifePro Asset Management
California
$286K +$39.7K +73 +16%
IF
3453
Insight Folios
North Carolina
$286K +$12.5K +23 +5%
OBGC
3454
O'Brien Greene & Co
Pennsylvania
$286K +$33.7K +62 +13%
FFWM
3455
Future Financial Wealth Management
Ohio
$285K
CG
3456
Clifford Group
Massachusetts
$285K +$5.99K +11 +2%
OFA
3457
Oak Family Advisors
Illinois
$284K
MFC
3458
Mechanics Financial Corp
Ohio
$284K -$9.8K -18 -3%
CWA
3459
Continuum Wealth Advisors
New York
$284K +$284K +521 New
LFA
3460
Lauterbach Financial Advisors
Texas
$282K
TS
3461
Tamar Securities
California
$282K +$117K +215 +71%
DWM
3462
Dechtman Wealth Management
Colorado
$281K +$281K +516 New
FZCM
3463
Flynn Zito Capital Management
New York
$280K +$280K +515 New
WAM
3464
Worth Asset Management
Texas
$280K
KWM
3465
Koa Wealth Management
California
$279K +$27.2K +50 +11%
TCOK
3466
Trust Company of Kansas
Kansas
$279K
BWS
3467
Buck Wealth Strategies
Colorado
$279K +$279K +512 New
LFA
3468
Level Financial Advisors
New York
$278K
SW
3469
Schulz Wealth
Texas
$278K
MCC
3470
Maiden Cove Capital
Maine
$276K +$276K +528 New
GWSA
3471
Global Wealth Strategies & Associates
Colorado
$275K
RCM
3472
Richardson Capital Management
Wisconsin
$275K +$545 +1 +0.2%
MWM
3473
Moulton Wealth Management
Washington
$275K +$1.12K +2 +0.4%
EB
3474
Emprise Bank
Kansas
$274K +$274K +504 New
SIAS
3475
Summit Investment Advisory Services
Minnesota
$274K -$1.19M -2,190 -81%