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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 %
RFP
626
Roth Financial Partners
Texas
$32.4M -$250K -435 -0.8%
FWIA
627
Fort Washington Investment Advisors
Ohio
$32.4M +$386K +672 +1%
FA
628
Fiduciary Alliance
South Carolina
$32.4M +$1.9M +3,317 +6%
AWM
629
Apollon Wealth Management
South Carolina
$32.3M -$1.37M -2,385 -4%
CGA
630
Crescent Grove Advisors
Illinois
$32.3M -$2.32M -4,027 -7%
FCP
631
Fidelis Capital Partners
Florida
$32.2M +$1.93M +3,332 +6%
HCM
632
HMS Capital Management
Tennessee
$32M -$336K -585 -1%
BJL
633
Brighton Jones LLC
Washington
$32M +$2.51M +4,382 +9%
GFL
634
Granite FO LLC
New Hampshire
$31.9M +$5.16K +9 +0%
CPA
635
Cardiff Park Advisors
California
$31.9M -$103K -179 -0.3%
CL
636
CSS LLC
Illinois
$31.9M +$2.37M +4,127 +8%
PP
637
Pegasus Partners
Wisconsin
$31.8M -$427K -744 -1%
ZIM
638
Zacks Investment Management
Illinois
$31.8M -$2.36M -4,119 -7%
BBNA
639
Bremer Bank National Association
Minnesota
$31.6M -$1.21M -2,105 -4%
HCM
640
Hengehold Capital Management
Ohio
$31.6M +$2.16M +3,756 +7%
ATC
641
Adirondack Trust Company
New York
$31.5M +$239K +417 +0.8%
WWP
642
WR Wealth Planners
Missouri
$31.5M -$234K -407 -0.7%
HCM
643
Howland Capital Management
Massachusetts
$31.5M -$138K -240 -0.4%
PCP
644
Proficio Capital Partners
Massachusetts
$31.3M +$103K +179 +0.3%
MSCM
645
McElhenny Sheffield Capital Management
Texas
$31.2M +$674K +1,174 +2%
BGDI
646
BW Gestao de Investimentos
Brazil
$31.2M +$1.09M +1,900 +4%
BWM
647
BigSur Wealth Management
Florida
$31.1M -$834K -1,450 -3%
RWA
648
Redhawk Wealth Advisors
Minnesota
$31.1M -$15.2M -26,516 -33%
MIFH
649
Migdal Insurance & Financial Holdings
Israel
$31M +$1.83M +3,188 +6%
CA
650
CoreCap Advisors
Michigan
$31M -$36.5M -63,557 -54%