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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 %
NHC
501
Nicholas Hoffman & Company
Georgia
$47.7M -$26.1K -48 -0.1%
CIC
502
Carnegie Investment Counsel
Ohio
$47.3M -$1.38M -2,544 -3%
JWCA
503
J.W. Cole Advisors
Florida
$47M -$8.22M -15,111 -15%
ACM
504
AUA Capital Management
Pennsylvania
$46.7M -$1.78M -3,276 -4%
TFA
505
Trinity Financial Advisors
Ohio
$46.4M -$2.25M -4,113 -5%
TSM
506
Two Star Manager
Florida
$46.2M -$16.7M -30,595 -26%
Natixis Advisors
507
Natixis Advisors
Massachusetts
$46.1M -$4.56M -8,371 -9%
FSA
508
Financial Services Advisory
Maryland
$45.9M -$7.56M -13,897 -14%
ATFA
509
All Terrain Financial Advisors
Minnesota
$45.8M +$335K +615 +0.7%
BRWA
510
B. Riley Wealth Advisors
Florida
$45.8M +$620K +1,136 +1%
CPIG
511
Chicago Partners Investment Group
Illinois
$45.7M +$161K +297 +0.4%
IA
512
IFG Advisory
Georgia
$45.7M +$45.3M +83,228 +12,204%
PWM
513
Perigon Wealth Management
California
$45.5M -$2.06M -3,792 -4%
KA
514
Kozak & Associates
Colorado
$45.1M -$689K -1,250 -2%
FTUS
515
Flow Traders U.S.
New York
$45M -$16M -29,449 -26%
SW
516
SteelPeak Wealth
California
$45M +$242K +444 +0.5%
IWM
517
IHT Wealth Management
Illinois
$44.9M +$516K +948 +1%
MWM
518
Meridian Wealth Management
Kentucky
$44.9M +$44.9M +82,494 New
FTC
519
Farmers Trust Company
Ohio
$44.8M -$3.04M -5,593 -6%
EP
520
Edgestream Partners
New Jersey
$44.7M -$24.7M -45,466 -36%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$44.7M +$1.34M +2,470 +3%
4FG
522
4Thought Financial Group
New York
$44.7M +$2.49M +4,583 +6%
ST
523
SAL Trading
Pennsylvania
$44.6M
APW
524
Atlantic Private Wealth
North Carolina
$44.1M -$2.44M -4,478 -5%
HPC
525
HM Payson & Co
Maine
$44.1M -$2.4M -4,417 -5%