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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 %
RMF
3476
Red Mountain Financial
Colorado
$274K +$274K +503 New
DDC
3477
DF Dent & Co
Maryland
$273K
EFP
3478
EnRich Financial Partners
Wisconsin
$273K -$2.72K -5 -1%
AWP
3479
Atlas Wealth Partners
Pennsylvania
$272K +$22.9K +42 +9%
ISWM
3480
Independent Solutions Wealth Management
New York
$272K +$35.9K +66 +15%
PM
3481
Phraction Management
Connecticut
$272K +$272K +499 New
BWG
3482
Boomfish Wealth Group
Georgia
$270K
MSF
3483
Mustard Seed Financial
Arkansas
$269K +$1.09K +2 +0.4%
WWG
3484
West Wealth Group
California
$269K +$545 +1 +0.2%
VIP
3485
Vantage Investment Partners
Missouri
$269K
GPW
3486
Gray Private Wealth
Massachusetts
$269K
FCG
3487
Fielder Capital Group
Tennessee
$268K
CIS
3488
Continental Investors Services
Washington
$268K +$44.1K +81 +20%
ACM
3489
Andina Capital Management
Utah
$266K +$266K +489 New
RCM
3490
RMR Capital Management
California
$266K -$12.5K -23 -4%
V
3491
ViaWealth
Kansas
$266K
MCM
3492
McRae Capital Management
New Jersey
$266K
SC
3493
Schiavi & Co
Delaware
$266K
AF
3494
Apollon Financial
South Carolina
$265K -$43.5K -80 -14%
VWM
3495
VanWeelden Wealth Management
Ohio
$265K +$265K +429 New
WFS
3496
Weitzel Financial Services
Iowa
$265K +$48K +88 +22%
FPCG
3497
Fort Pitt Capital Group
Pennsylvania
$265K -$715K -1,313 -73%
KFS
3498
Kurt F. Somerville
$264K
HA
3499
Harfst & Associates
Wyoming
$262K -$9.8K -18 -4%
JBA
3500
Johnson Bixby & Associates
Washington
$261K +$38.1K +70 +17%