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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 %
VCM
651
Verger Capital Management
North Carolina
$29.6M -$1.43M -2,621 -5%
PCP
652
Proficio Capital Partners
Massachusetts
$29.6M -$41.4K -76 -0.1%
MSCM
653
McElhenny Sheffield Capital Management
Texas
$29.5M +$265K +477 +0.9%
MWM
654
MTC Wealth Management
Florida
$29.3M -$1.23M -2,251 -4%
TNBTD
655
Trustmark National Bank Trust Department
Mississippi
$29.2M +$65.3K +120 +0.2%
FA
656
Fiduciary Alliance
South Carolina
$29.2M +$2.97M +5,404 +11%
FCA
657
Fortis Capital Advisors
Kansas
$29M +$2.91M +5,350 +11%
CAM
658
CenterStar Asset Management
Illinois
$29M +$12.9M +23,735 +80%
KWMG
659
King Wealth Management Group
Florida
$28.9M -$113K -208 -0.4%
CWM
660
Congress Wealth Management
Massachusetts
$28.7M +$3.99M +7,325 +16%
KFC
661
Klingenstein Fields & Co
New York
$28.6M +$285K +523 +1%
HCM
662
Helios Capital Management
Singapore
$28.6M +$2.5M +4,600 +10%
BGDI
663
BW Gestao de Investimentos
Brazil
$28.5M -$15.6M -28,600 -35%
IAA
664
Ironsides Asset Advisors
North Carolina
$28.4M +$88.7K +163 +0.3%
DWM
665
Diversify Wealth Management
Utah
$28.3M +$28.3M +54,705 New
DWM
666
Dakota Wealth Management
Florida
$28.3M +$12M +22,030 +74%
PI
667
PineBridge Investments
New York
$28.2M +$5.33M +9,796 +23%
WRTC
668
Wind River Trust Company
Wyoming
$28M -$4.88M -8,963 -15%
BJL
669
Brighton Jones LLC
Washington
$28M +$1.17M +2,147 +4%
CL
670
CSS LLC
Illinois
$28M +$13.2M +24,237 +89%
FT
671
Fiduciary Trust
Massachusetts
$27.9M -$199K -366 -0.7%
HCM
672
Hengehold Capital Management
Ohio
$27.9M +$6.77M +12,448 +32%
LAM
673
Lifestyle Asset Management
Texas
$27.8M +$8.97M +16,479 +48%
SMC
674
Smith, Moore & Co
Missouri
$27.8M +$271K +498 +1%
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$27.7M +$6.2M +11,380 +29%