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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 %
VCM
651
Verger Capital Management
North Carolina
$31M -$235K -409 -0.8%
TTWM
652
TCV Trust & Wealth Management
Virginia
$31M -$310K -540 -1%
ACM
653
Advance Capital Management
Michigan
$30.8M -$1.54M -2,692 -5%
MWM
654
MTC Wealth Management
Florida
$30.5M -$452K -787 -1%
CWM
655
Calamos Wealth Management
Illinois
$30.4M -$894K -1,558 -3%
AFS
656
AFG Fiduciary Services
Massachusetts
$30.2M +$4.06M +47,363 +16%
HCM
657
Helios Capital Management
Singapore
$30.2M
KWMG
658
King Wealth Management Group
Florida
$30.1M -$382K -666 -1%
AC
659
Aristides Capital
Kentucky
$30M +$19.9M +34,600 +195%
IAA
660
Ironsides Asset Advisors
North Carolina
$30M +$45.3K +79 +0.2%
KWA
661
Kellett Wealth Advisors
Ohio
$30M +$1.54M +2,678 +5%
CWP
662
Capital Wealth Planning
Florida
$29.9M +$1.9M +3,319 +7%
CG
663
Caprock Group
Idaho
$29.9M +$13M +22,566 +77%
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$29.9M -$841K -1,466 -3%
ZF
665
Zega Financial
Florida
$29.9M +$3.63M +6,325 +14%
SMC
666
Smith, Moore & Co
Missouri
$29.7M +$398K +693 +1%
WRTC
667
Wind River Trust Company
Wyoming
$29.6M
AQR Capital Management
668
AQR Capital Management
Connecticut
$29.4M +$9.96M +17,356 +51%
FFA
669
Farther Finance Advisors
California
$29.4M +$10.7M +18,581 +57%
CWP
670
Curated Wealth Partners
California
$29.4M +$2.42M +4,215 +9%
PWMAG
671
Pinnacle Wealth Management Advisory Group
New Jersey
$29.3M +$583K +1,016 +2%
LAM
672
Lifestyle Asset Management
Texas
$29.2M -$114K -198 -0.4%
FHC
673
First Heartland Consultants
Missouri
$29.2M +$3.16M +5,516 +12%
WWM
674
Western Wealth Management
Colorado
$29.2M +$5.33M +9,286 +22%
TMWM
675
Taylor & Morgan Wealth Management
Michigan
$29.1M -$4.59K -8 -0%