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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 %
Vanguard Group
476
Vanguard Group
Pennsylvania
$51.3M +$746K +1,371 +1%
CG
477
Cynosure Group
Utah
$51M +$587K +1,079 +1%
GWM
478
Greenhouse Wealth Management
Connecticut
$50.9M -$131K -240 -0.3%
MWM
479
Modera Wealth Management
New Jersey
$50.8M +$28.4M +52,123 +126%
BCMIO
480
Beacon Capital Management Inc (Ohio)
Ohio
$50.8M +$9.34M +17,162 +23%
EWM
481
Empirical Wealth Management
Washington
$50.4M -$195K -359 -0.4%
WCAMG
482
Woodard & Company Asset Management Group
North Carolina
$50.3M -$226K -416 -0.4%
CIA
483
Choate Investment Advisors
Massachusetts
$49.9M -$2.51M -4,620 -5%
SMFG
484
Sumitomo Mitsui Financial Group
Japan
$49.8M +$37.6M +260,170 +307%
MPPLM
485
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$49.8M +$4.35M +7,990 +10%
UCFA
486
United Capital Financial Advisors
Texas
$49.8M -$2.34M -4,301 -4%
DADC
487
D.A. Davidson & Co
Montana
$49.6M +$713K +1,311 +1%
Fidelity International
488
Fidelity International
Bermuda
$49.4M -$17.1M -31,451 -26%
IA
489
IFP Advisors
Florida
$49.4M +$20.6M +37,864 +72%
WPW
490
Waldron Private Wealth
Pennsylvania
$49M -$324K -595 -0.7%
MFG
491
Merit Financial Group
Georgia
$48.9M -$1.63M -2,998 -3%
BHB
492
Bank Hapoalim BM
Israel
$48.8M -$12.4M -22,719 -20%
SW
493
SVB Wealth
Massachusetts
$48.8M -$20.4M -37,546 -30%
GCM
494
Granby Capital Management
Florida
$48.7M -$8.16M -15,000 -14%
GIA
495
Gladstone Institutional Advisory
Florida
$48.6M -$3.07M -5,632 -6%
SB
496
Simmons Bank
Arkansas
$48.5M -$1.62M -2,973 -3%
EFG
497
Embree Financial Group
Illinois
$48.2M +$728K +1,337 +2%
CA
498
Cumberland Advisors
Florida
$47.9M +$2.87M +5,270 +6%
SWM
499
Spire Wealth Management
Virginia
$47.9M +$1.51M +2,774 +3%
SWM
500
SFG Wealth Management
Maryland
$47.7M +$862K +1,583 +2%