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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
54.18%
Holding in Top 10
1,048
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+0.96%
% of All Funds
15.24%
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 %
FCI
401
Financial Counselors Inc
Kansas
$66.7M +$5.28M +9,695 +9%
CPP
402
Capasso Planning Partners
South Carolina
$66.6M +$2.32M +4,258 +4%
TIM
403
Total Investment Management
Arizona
$66.5M +$556K +1,021 +0.8%
DBIA
404
Dumont & Blake Investment Advisors
New Jersey
$66.4M +$33.3M +61,216 +101%
BPA
405
Beacon Pointe Advisors
California
$66.3M -$39.4M -72,308 -37%
EWM
406
Evercore Wealth Management
New York
$66.1M -$8.19M -15,051 -11%
BCI
407
Brinker Capital Investments
Pennsylvania
$65.8M -$1.9M -3,494 -3%
OPS
408
Orion Portfolio Solutions
Nebraska
$65.8M -$1.9M -3,494 -3%
KP
409
Keel Point
Alabama
$65.8M +$2.09M +3,848 +3%
Fiera Capital (Canada)
410
Fiera Capital (Canada)
Quebec, Canada
$65.3M -$1.36M -2,494 -2%
WW
411
Westshore Wealth
California
$65.2M +$1.13M +2,082 +2%
KCM
412
Kennicott Capital Management
California
$64.9M +$608K +1,117 +0.9%
CA
413
CoreCap Advisors
Michigan
$64M -$15.5M -28,475 -19%
BCP
414
Berkeley Capital Partners
Georgia
$63.3M -$348K -639 -0.5%
SW
415
SlateStone Wealth
Florida
$63.2M -$3.11M -5,713 -5%
Chevy Chase Trust
416
Chevy Chase Trust
Maryland
$63.2M -$464K -852 -0.7%
FWTB
417
First Western Trust Bank
Colorado
$62.9M -$998K -1,833 -2%
CA
418
Clearstead Advisors
Ohio
$62.8M +$21.4M +39,281 +52%
CIG
419
Consolidated Investment Group
Colorado
$62.6M
AWM
420
Activest Wealth Management
Florida
$61.8M +$1.51M +2,782 +3%
IAIM
421
Industrial Alliance Investment Management
Quebec, Canada
$61.8M +$4.14M +7,601 +7%
GRP
422
Global Retirement Partners
California
$61.2M -$1.39M -2,561 -2%
MYLI
423
Meiji Yasuda Life Insurance
Japan
$61.1M +$61.1M +112,233 New
NCM
424
Novare Capital Management
North Carolina
$60.8M +$6.02M +11,067 +11%
WI
425
Wintrust Investments
Illinois
$60.8M +$44.3M +83,947 +270%