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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 %
VCA
701
Verdence Capital Advisors
Maryland
$26.1M +$127K +233 +0.5%
BWA
702
Burt Wealth Advisors
Maryland
$26M -$2.81M -5,171 -10%
MAM
703
Madison Asset Management
Wisconsin
$25.9M -$1.86M -3,415 -7%
M
704
MOTCO
Texas
$25.8M +$101K +186 +0.4%
BWP
705
BSW Wealth Partners
Colorado
$25.6M -$256K -471 -1%
CAG
706
Crestwood Advisors Group
Massachusetts
$25.6M -$350K -644 -1%
CWP
707
Curated Wealth Partners
California
$25.6M +$25.6M +47,015 New
JRP
708
Jasper Ridge Partners
California
$25.5M +$109K +200 +0.4%
MHWM
709
Montz Harcus Wealth Management
Louisiana
$25.5M +$846K +1,554 +3%
NAM
710
NorthCrest Asset Manangement
Minnesota
$25.4M +$11.4K +21 +0%
ANB
711
Amarillo National Bank
Texas
$25.2M -$3.27K -6 -0%
IIA
712
IPG Investment Advisors
California
$25M -$4.94M -9,051 -16%
TAM
713
Taurus Asset Management
New York
$24.9M +$1.01M +1,862 +4%
ZF
714
Zega Financial
Florida
$24.9M +$1.83M +3,359 +8%
PAMP
715
Polar Asset Management Partners
Ontario, Canada
$24.9M -$38.1M -70,000 -61%
RCA
716
Resonant Capital Advisors
Wisconsin
$24.8M -$50.2K -92 -0.2%
PWW
717
Pettyjohn Wood & White
Virginia
$24.8M +$880K +1,617 +4%
EFS
718
Essex Financial Services
Connecticut
$24.7M +$23.4M +778,969 +1,825%
CC
719
Cypress Capital
Tennessee
$24.7M +$2.31M +4,247 +10%
FCM
720
Firestone Capital Management
Florida
$24.6M +$1.42M +2,608 +6%
ITIM
721
Indiana Trust & Investment Management
Indiana
$24.5M +$170K +313 +0.7%
RIA
722
Regal Investment Advisors
Michigan
$24.5M +$1.2M +2,196 +5%
ECML
723
Eagle Capital Management (Louisiana)
Louisiana
$24.4M +$78.4K +144 +0.3%
BFM
724
Boothbay Fund Management
New York
$24.4M -$64.6M -118,710 -73%
CA
725
Claro Advisors
Massachusetts
$24.3M -$3.17M -5,827 -12%