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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 %
HPC
601
HM Payson & Co
Maine
$34.9M -$11.5M -20,107 -25%
DBIA
602
Dumont & Blake Investment Advisors
New Jersey
$34.9M -$35.1M -61,256 -50%
AL
603
Aspiriant LLC
California
$34.7M +$178K +311 +0.5%
MAWCM
604
Mine & Arao Wealth Creation & Management
California
$34.7M +$442K +770 +1%
WCM
605
Washburn Capital Management
Florida
$34.6M -$1.2M -2,086 -3%
CWM
606
Congress Wealth Management
Massachusetts
$34.5M +$4.26M +7,416 +14%
Renaissance Technologies
607
Renaissance Technologies
New York
$34.4M +$6.25M +10,900 +22%
AP
608
Aspect Partners
Virginia
$34.3M -$824K -1,436 -2%
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$34.1M -$675K -1,176 -2%
B
610
Barings
North Carolina
$34.1M -$36.7M -63,958 -52%
CTA
611
Chesley Taft & Associates
Illinois
$33.9M -$400K -697 -1%
MGP
612
Metis Global Partners
California
$33.7M -$12.6M -21,903 -27%
SIAG
613
Safeguard Investment Advisory Group
California
$33.6M +$1.88M +3,281 +6%
SA
614
Shilanski & Associates
Alaska
$33.3M -$3.97M -6,922 -11%
BL
615
BFSG LLC
California
$33.2M -$1.38M -2,400 -4%
CFO
616
Callan Family Office
Pennsylvania
$33.1M -$2.56M -4,467 -7%
MFG
617
Marmo Financial Group
Tennessee
$33.1M -$6.66M -11,604 -17%
MA
618
MKT Advisors
California
$33M -$76.8K -135 -0.2%
DWM
619
Diversify Wealth Management
Utah
$33M +$1.33M +2,307 +4%
LA
620
LM Advisors
California
$32.9M -$110K -191 -0.3%
BFO
621
Boston Family Office
Massachusetts
$32.9M -$92.4K -161 -0.3%
EWM
622
Evermay Wealth Management
Virginia
$32.9M -$610K -1,060 -2%
BPC
623
Banque Pictet & Cie
Switzerland
$32.8M +$15.9M +27,719 +94%
SIA
624
Schechter Investment Advisors
Michigan
$32.7M -$1.15M -2,013 -3%
TRSOTSOK
625
Teachers Retirement System of the State of Kentucky
Kentucky
$32.5M