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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 %
IGAM
601
iA Global Asset Management
Quebec, Canada
$34.1M -$2.61M -4,804 -7%
AAS
602
Ameritas Advisory Services
Nebraska
$34M +$1.17M +2,158 +4%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$34M -$176K -323 -0.5%
WCM
604
Washburn Capital Management
Florida
$33.9M +$76.7K +141 +0.2%
CFO
605
Callan Family Office
Pennsylvania
$33.8M +$5.52M +10,150 +20%
SC
606
Sapient Capital
Indiana
$33.7M +$4.29M +7,850 +15%
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6M -$858K -1,571 -2%
AGC
608
Aspen Grove Capital
Colorado
$33.5M -$6.53M -11,954 -16%
JGIA
609
Jackson Grant Investment Advisers
Connecticut
$33.5M +$353K +648 +1%
SFS
610
Solitude Financial Services
Virginia
$33.3M +$1.8M +3,316 +6%
AP
611
Aspect Partners
Virginia
$33.3M +$12.3M +22,585 +59%
WSFS
612
Wilmington Savings Fund Society
Delaware
$33.1M -$660K -1,212 -2%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$33M +$900K +1,654 +3%
CGA
614
Crescent Grove Advisors
Illinois
$32.8M -$830K -1,521 -2%
BL
615
BFSG LLC
California
$32.8M -$2.17M -3,980 -6%
AL
616
Aspiriant LLC
California
$32.7M +$396K +728 +1%
CTA
617
Chesley Taft & Associates
Illinois
$32.5M -$598K -1,099 -2%
MAWCM
618
Mine & Arao Wealth Creation & Management
California
$32.5M -$160K -294 -0.5%
KWA
619
Kingswood Wealth Advisors
California
$32.4M +$11.8M +21,672 +57%
ZIM
620
Zacks Investment Management
Illinois
$32.4M +$1.09M +2,009 +3%
MA
621
MKT Advisors
California
$32.3M +$19.5K +35 +0.1%
HI
622
Humankind Investments
New York
$32.2M
SIA
623
Schechter Investment Advisors
Michigan
$32.1M -$107K -196 -0.3%
AWM
624
Apollon Wealth Management
South Carolina
$32M +$1.85M +3,398 +6%
EWM
625
Evermay Wealth Management
Virginia
$31.8M -$189K -346 -0.6%