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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 %
CCAL
3501
City Center Advisors LLC
Michigan
$261K
B
3502
BetterWealth
California
$261K -$6.53K -12 -2%
BC
3503
Blackhill Capital
New Jersey
$260K
AA
3504
Argent Advisors
Louisiana
$260K +$260K +477 New
TWA
3505
Talisman Wealth Advisors
New Jersey
$259K +$259K +477 New
DIM
3506
DLK Investment Management
California
$259K -$18.5K -34 -7%
TPWM
3507
Twelve Points Wealth Management
Massachusetts
$258K +$8.72K +16 +4%
BMO
3508
Beck Mack & Oliver
New York
$257K
HWMA
3509
Heritage Wealth Management (Arizona)
Arizona
$257K +$257K +472 New
HFO
3510
Heritage Family Offices
Arizona
$257K +$257K +472 New
KOMWMG
3511
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K +$256K +470 New
SPAS
3512
Spectrum Planning & Advisory Services
California
$255K +$255K +467 New
MA
3513
Menlo Advisors
California
$255K
HWP
3514
Highline Wealth Partners
California
$255K +$545 +1 +0.2%
HIM
3515
Hanlon Investment Management
New Jersey
$253K +$6.53K +12 +3%
WAS
3516
WESPAC Advisors SoCal
California
$253K +$5.44K +10 +2%
CIR
3517
Clear Investment Research
Georgia
$252K +$68.6K +126 +37%
CWM
3518
Cabot Wealth Management
Massachusetts
$251K +$15.2K +28 +6%
PC
3519
Pecaut & Co
Iowa
$250K +$3.81K +7 +2%
BC
3520
Brio Consultants
California
$249K +$249K +458 New
CSC
3521
Caldwell Sutter Capital
California
$249K
ONSWM
3522
Old North State Wealth Management
North Carolina
$248K -$52.5K -96 -17%
MHI
3523
Miller Howard Investments
New York
$248K -$26.1K -48 -10%
MWM
3524
Mascoma Wealth Management
New Hampshire
$248K
KHC
3525
Koesten Hirschmann & Crabtree
Kansas
$248K