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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 %
BF
376
BOK Financial
Oklahoma
$72.7M +$1.42M +2,607 +2%
LWA
377
Lowe Wealth Advisors
Maryland
$72.6M -$1.27M -2,340 -2%
PGA
378
Portland Global Advisors
Maine
$72.6M -$1.39M -2,551 -2%
TG
379
TCW Group
California
$71.8M +$5.03M +9,237 +8%
AWM
380
Atticus Wealth Management
Florida
$71.2M -$3.81M -6,992 -5%
CL
381
Choreo LLC
Illinois
$70.8M +$17.3M +31,709 +32%
JSAM
382
J. Safra Asset Management
New York
$70.5M +$53.2M +97,788 +309%
Arrowstreet Capital
383
Arrowstreet Capital
Massachusetts
$69.5M -$50M -91,867 -42%
Aristotle Capital Management
384
Aristotle Capital Management
California
$69.4M +$25M +46,009 +56%
VFG
385
V2 Financial group
Illinois
$69.4M +$2.53M +4,639 +4%
Wealthfront Advisers
386
Wealthfront Advisers
California
$69.4M +$7.82M +14,361 +13%
SWA
387
Stratos Wealth Advisors
Ohio
$69.2M +$37.7M +69,241 +119%
AI
388
Atria Investments
North Carolina
$68.9M -$7.41M -13,609 -10%
BB
389
Busey Bank
Illinois
$68.7M +$6.11M +11,219 +10%
Sumitomo Mitsui Trust Group
390
Sumitomo Mitsui Trust Group
Japan
$68.6M +$68.6M +126,000 New
CAL
391
Capital Advisors Ltd
Ohio
$68.4M +$292K +536 +0.4%
DWM
392
Dynasty Wealth Management
Florida
$68M +$3.33M +6,128 +5%
CRC
393
Curi RMB Capital
Illinois
$67.8M -$2.51M -4,606 -4%
SSG
394
Summit Securities Group
New York
$67.7M +$10.5M +19,308 +18%
KA
395
Klingman & Associates
New York
$67.5M -$642K -1,180 -0.9%
LC
396
Lavaca Capital
Texas
$67.3M -$749K -1,377 -1%
EDRH
397
Edmond de Rothschild Holding
Switzerland
$67.3M -$654K -1,202 -1%
B
398
Barings
North Carolina
$67.1M -$7.85M -14,433 -10%
PLU
399
Performa Ltd (US)
South Carolina
$67M -$3.88M -7,126 -5%
JIC
400
Johnson Investment Counsel
Ohio
$66.8M +$1.1M +2,013 +2%