SPY icon

SPDR S&P 500 ETF Trust

3,765 hedge funds and large institutions have $327B invested in SPDR S&P 500 ETF Trust in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 1,574 increasing their positions, 1,467 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,765
Holders Change
+40
Holders Change %
+1.07%
% of All Funds
54.46%
Holding in Top 10
1,035
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.24%
% of All Funds
14.97%
New
195
Increased
1,574
Reduced
1,467
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
401
Berkeley Capital Partners
Georgia
$68.8M +$2.14M +3,728 +3%
BPA
402
Beacon Pointe Advisors
California
$68.4M -$1.45M -2,522 -2%
AI
403
Atria Investments
North Carolina
$67.9M -$4.71M -8,211 -6%
SCM
404
Stevens Capital Management
Pennsylvania
$67.7M +$67.7M +117,978 New
MHS
405
M Holdings Securities
Oregon
$67.4M -$17.8M -31,051 -21%
IAIM
406
Industrial Alliance Investment Management
Quebec, Canada
$67.3M +$2.16M +3,758 +3%
AWM
407
Activest Wealth Management
Florida
$66.3M +$1.1M +1,913 +2%
FWTB
408
First Western Trust Bank
Colorado
$66.1M -$225K -392 -0.3%
CIG
409
Consolidated Investment Group
Colorado
$66M
CA
410
Clearstead Advisors
Ohio
$65.9M -$303K -528 -0.5%
Chevy Chase Trust
411
Chevy Chase Trust
Maryland
$65.8M -$748K -1,304 -1%
NCM
412
Novare Capital Management
North Carolina
$65.7M +$1.58M +2,752 +2%
JIC
413
Joel Isaacson & Co
New York
$65.1M +$1.14M +1,984 +2%
SAMT
414
Select Asset Management & Trust
Pennsylvania
$64.8M +$4.95M +8,619 +8%
VVP
415
Venture Visionary Partners
Ohio
$64.7M +$922K +1,607 +1%
State of Wisconsin Investment Board
416
State of Wisconsin Investment Board
Wisconsin
$64.2M +$18.3M +31,853 +40%
CAG
417
Curtis Advisory Group
California
$64.1M +$23.1M +40,291 +56%
IA
418
IFG Advisors
Missouri
$63.9M +$1.95M +3,401 +3%
WW
419
Westshore Wealth
California
$63.4M -$5.3M -9,237 -8%
LP
420
LGL Partners
Pennsylvania
$63.4M -$548K -955 -0.9%
Walleye Capital
421
Walleye Capital
New York
$63.4M +$50M +87,213 +375%
SPC
422
Sigma Planning Corp
Michigan
$62.9M -$874K -1,523 -1%
SW
423
SlateStone Wealth
Florida
$62.8M -$3.79M -6,603 -6%
SSB
424
Sandy Spring Bank
Maryland
$62.5M -$857K -1,494 -1%
QC
425
Quadrature Capital
United Kingdom
$62.3M +$62.3M +108,560 New