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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 %
EFS
3601
Econ Financial Services
Pennsylvania
$207K -$225K -413 -52%
DACG
3602
Donor Advised Charitable Giving
California
$206K +$206K +379 New
KWAG
3603
Kiely Wealth Advisory Group
North Carolina
$204K +$58.2K +110 +40%
OMC
3604
Overbrook Management Corp
New York
$204K -$81.1K -149 -28%
CWMGP
3605
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K -$106K -194 -34%
BFM
3606
Broadview Financial Management
Wisconsin
$202K +$202K +371 New
LEFP
3607
Leading Edge Financial Planning
Tennessee
$202K +$202K +371 New
BL
3608
Balentine LLC
Georgia
$201K -$419K -770 -68%
CWM
3609
Cadence Wealth Management
Massachusetts
$201K -$10.9K -20 -5%
BCM
3610
Blume Capital Management
California
$201K
KW
3611
KWB Wealth
California
$200K
PWMG
3612
Private Wealth Management Group
New Jersey
$196K -$61.5K -113 -24%
FCG
3613
Financial Connections Group
California
$194K
AIM
3614
Astor Investment Management
Illinois
$190K -$106K -195 -36%
GG
3615
Gleason Group
Kentucky
$190K +$544 +1 +0.3%
TWP
3616
Triad Wealth Partners
Kansas
$189K +$189K +346 New
KFP
3617
Keener Financial Planning
Texas
$185K
PP
3618
PFS Partners
New Jersey
$185K +$544 +1 +0.3%
BP
3619
BNP Paribas
France
$180K
HH
3620
HWG Holdings
Texas
$177K +$177K +326 New
WAM
3621
WFA Asset Management
Wisconsin
$177K
GIS
3622
Grayhawk Investment Strategies
Alberta, Canada
$174K
ADIM
3623
Alpha DNA Investment Management
Maryland
$170K -$63.7K -117 -27%
FMB
3624
Field & Main Bank
Kentucky
$170K
CCC
3625
Chelsea Counsel Company
California
$169K