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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 %
MIP
3576
Marietta Investment Partners
Wisconsin
$220K
PIA
3577
Pinion Investment Advisors
Kansas
$220K +$220K +404 New
SGWM
3578
Sterling Group Wealth Management
California
$219K +$219K +403 New
AAG
3579
Avalon Advisory Group
Pennsylvania
$219K +$219K +403 New
FBT
3580
First Bank & Trust
South Dakota
$219K
ASFA
3581
All Season Financial Advisors
Colorado
$219K +$219K +402 New
TIM
3582
Thompson Investment Management
Wisconsin
$219K +$219K +402 New
TSS
3583
Thomas Story & Son
Indiana
$218K
ICM
3584
Intrepid Capital Management
Florida
$218K
GJCM
3585
Grand Jean Capital Management
California
$218K
JSA
3586
Jacobson & Schmitt Advisors
Wisconsin
$218K +$218K +400 New
MWP
3587
Moller Wealth Partners
$217K +$217K +399 New
AFG
3588
AFS Financial Group
Maryland
$216K
RCM
3589
Regency Capital Management
Hawaii
$216K +$216K +397 New
CF
3590
Cyr Financial
Illinois
$216K +$216K +397 New
MPW
3591
Melone Private Wealth
Michigan
$215K +$1.63K +3 +0.8%
TJHA
3592
Thomas J. Herzfeld Advisors
Florida
$212K
RK
3593
Rather & Kittrell
Tennessee
$212K
BC
3594
Bowman & Company
Wisconsin
$212K +$544 +1 +0.3%
CAG
3595
Compass Advisory Group
New York
$211K
SIG
3596
Sargent Investment Group
Maryland
$211K +$211K +387 New
BOC
3597
Bull Oak Capital
California
$210K
BDL
3598
Bey-Douglas LLC
Georgia
$210K +$210K +374 New
FPIS
3599
Financial Planning & Information Services
Wisconsin
$209K -$175K -322 -46%
AWS
3600
Aspen Wealth Strategies
Colorado
$208K +$208K +374 New