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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 %
LFS
526
Lutz Financial Services
Nebraska
$44.2M -$422K -736 -0.9%
TWM
527
Tolleson Wealth Management
Texas
$44M +$26.7M +46,310 +154%
KFC
528
Klingenstein Fields & Co
New York
$43.7M +$13.5M +23,466 +45%
ATC
529
Argent Trust Co
Tennessee
$43.6M -$934K -1,628 -2%
CAM
530
CenterStar Asset Management
Illinois
$43.3M +$12.7M +22,100 +42%
Fidelity International
531
Fidelity International
Bermuda
$43.2M -$8.94M -15,579 -17%
STA
532
Summit Trail Advisors
New York
$43.1M +$861K +1,496 +2%
YCM
533
Yousif Capital Management
Michigan
$43M -$3.17M -5,530 -7%
RIS
534
Retirement Income Solutions
Michigan
$42.9M -$489K -852 -1%
IA
535
IFG Advisory
Georgia
$42.7M -$5.42M -9,452 -11%
ACA
536
Aptus Capital Advisors
Alabama
$42.6M +$1.13M +1,973 +3%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5M +$647K +1,127 +2%
Aristotle Capital Management
538
Aristotle Capital Management
California
$42.3M -$30.9M -53,820 -42%
SAS
539
SMI Advisory Services
Indiana
$42.2M +$5.58M +9,734 +15%
TW
540
Transform Wealth
Colorado
$41.8M +$3.66M +6,366 +10%
AAM
541
American Asset Management
Florida
$41.8M -$3.27M -5,696 -7%
YLHM
542
Yelin Lapidot Holdings Management
Israel
$41.7M -$4.26M -7,425 -9%
RG
543
Rathbones Group
United Kingdom
$41.6M -$1.15M -2,003 -3%
SFA
544
Source Financial Advisors
New York
$41.5M -$211K -368 -0.5%
LIA
545
LSP Investment Advisors
New York
$41.4M
BAM
546
Blueshift Asset Management
New Jersey
$41.4M +$18.1M +31,506 +77%
CC
547
Centiva Capital
New York
$41.3M +$30.8M +53,750 +294%
EPA
548
Element Pointe Advisors
Florida
$41.3M -$70K -122 -0.2%
BFWA
549
Benchmark Financial Wealth Advisors
Florida
$40.8M +$4.05M +7,057 +11%
LFRG
550
Lazard Frères Gestion
France
$40.7M +$2.75M +4,798 +7%