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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 %
CIA
476
Choate Investment Advisors
Massachusetts
$52.4M -$208K -362 -0.4%
FAIM
477
Financial Advocates Investment Management
Washington
$52.4M -$4.66M -8,128 -8%
BB
478
Berkshire Bank
Massachusetts
$52.3M -$5.99M -10,441 -10%
CIS
479
Connors Investor Services
Pennsylvania
$52M -$3.96M -6,905 -7%
FIM
480
Freedom Investment Management
Connecticut
$52M -$2.92M -5,095 -5%
UCFA
481
United Capital Financial Advisors
Texas
$51.5M -$917K -1,598 -2%
GCM
482
Granby Capital Management
Florida
$51.4M
WPW
483
Waldron Private Wealth
Pennsylvania
$51.3M -$409K -712 -0.8%
WorldQuant Millennium Advisors
484
WorldQuant Millennium Advisors
New York
$51.1M +$51.1M +88,990 New
SWM
485
SFG Wealth Management
Maryland
$51M +$649K +1,132 +1%
TFG
486
Tull Financial Group
Virginia
$51M +$51M +88,806 New
MFG
487
Merit Financial Group
Georgia
$50.8M -$765K -1,333 -1%
FFBTD
488
First Financial Bank - Trust Division
Ohio
$50.8M -$3.46M -6,034 -6%
Allspring Global Investments
489
Allspring Global Investments
North Carolina
$50.7M +$7.75M +13,514 +18%
HPC
490
Hobart Private Capital
North Carolina
$50.3M -$7.52M -13,104 -13%
CA
491
Cumberland Advisors
Florida
$50.2M -$336K -585 -0.7%
SWM
492
Spire Wealth Management
Virginia
$50.1M -$356K -621 -0.7%
SF
493
Summit Financial
New Jersey
$50M +$6.54M +11,356 +15%
CPIG
494
Chicago Partners Investment Group
Illinois
$49.8M +$1.03M +1,775 +2%
JWCA
495
J.W. Cole Advisors
Florida
$49.7M +$169K +294 +0.3%
SB
496
Simmons Bank
Arkansas
$49.6M -$1.51M -2,632 -3%
BRWA
497
B. Riley Wealth Advisors
Florida
$49.2M +$1.22M +2,131 +3%
FSA
498
Financial Services Advisory
Maryland
$49M +$548K +955 +1%
SW
499
SteelPeak Wealth
California
$48.9M +$1.37M +2,379 +3%
IA
500
IFP Advisors
Florida
$48.6M -$3.39M -5,916 -7%