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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 %
TC
3451
Tenret Company
Florida
$316K +$316K +551 New
LOIP
3452
Live Oak Investment Partners
Texas
$316K -$300K
VFIC
3453
Valley Forge Investment Consultants
Pennsylvania
$314K -$55.1K -96 -15%
DEM
3454
Disciplined Equity Management
Florida
$313K
SWM
3455
Scissortail Wealth Management
Oklahoma
$313K +$313K +4 New
LAM
3456
LifePro Asset Management
California
$313K +$11.5K +20 +4%
WFS
3457
WealthGarden F.S.
California
$312K -$7.46K -13 -2%
KC
3458
Kingfisher Capital
North Carolina
$311K +$573 +1 +0.2%
BA
3459
Baugh & Associates
Georgia
$309K +$50.4K +105 +20%
CCM
3460
Cox Capital Management
Massachusetts
$308K +$308K +537 New
SPWM
3461
Straight Path Wealth Management
Michigan
$308K -$169K -295 -35%
PIAS
3462
PCA Investment Advisory Services
Ohio
$307K +$72.4K +126 +31%
PWC
3463
PYA Waltman Capital
Tennessee
$307K
CM
3464
Cornerstone Management
Georgia
$306K +$2.87K +5 +0.9%
TPWM
3465
Twelve Points Wealth Management
Massachusetts
$305K +$33.9K +59 +12%
SFG
3466
Sunburst Financial Group
Alabama
$305K -$16.1K -28 -5%
FPF
3467
First Pacific Financial
Washington
$304K -$52.8K -92 -15%
SPAS
3468
Spectrum Planning & Advisory Services
California
$304K +$36.1K +63 +13%
SNBOSCI
3469
Security National Bank of Sioux City Iowa
Iowa
$304K
LFA
3470
Lauterbach Financial Advisors
Texas
$304K
PFA
3471
Petra Financial Advisors
Colorado
$303K
UBG
3472
United Bank (Georgia)
Georgia
$303K -$5.16K -9 -2%
OFA
3473
Oak Family Advisors
Illinois
$300K
NWMG
3474
National Wealth Management Group
Ohio
$300K -$42.5K -74 -12%
MFC
3475
Mechanics Financial Corp
Ohio
$299K