SPY icon

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 %
JRP
701
Jasper Ridge Partners
California
$26.9M +$17.2K +30 +0.1%
MHWM
702
Montz Harcus Wealth Management
Louisiana
$26.9M -$27K -47 -0.1%
BWA
703
Burt Wealth Advisors
Maryland
$26.8M -$581K -1,012 -2%
MWM
704
Mission Wealth Management
California
$26.7M +$7.41M +12,923 +38%
IIA
705
IPG Investment Advisors
California
$26.7M +$315K +548 +1%
ANB
706
Amarillo National Bank
Texas
$26.6M
NAM
707
NorthCrest Asset Manangement
Minnesota
$26.6M -$218K -380 -0.8%
RFM
708
Royal Fund Management
Florida
$26.5M +$15.1M +26,241 +132%
SL
709
Salomon & Ludwin
Virginia
$26.4M -$2.6M -4,526 -9%
QCG
710
Quadrant Capital Group
Ohio
$26.3M +$932K +1,624 +4%
CWA
711
Clarity Wealth Advisors
California
$26.2M +$730K +1,272 +3%
HFS
712
Hantz Financial Services
Michigan
$26.2M -$2.21M -3,846 -8%
TA
713
TrueWealth Advisors
Alabama
$26.2M -$2.15M -3,741 -8%
RCA
714
Resonant Capital Advisors
Wisconsin
$26M -$147K -256 -0.6%
ITIM
715
Indiana Trust & Investment Management
Indiana
$26M +$94.1K +164 +0.4%
GAG
716
GM Advisory Group
New York
$25.9M +$744K +1,297 +3%
EFS
717
Essex Financial Services
Connecticut
$25.9M -$65.1K -2,060 -0.3%
UW
718
Unique Wealth
Florida
$25.9M +$5.44M +9,490 +27%
ECML
719
Eagle Capital Management (Louisiana)
Louisiana
$25.8M +$29.8K +52 +0.1%
PWW
720
Pettyjohn Wood & White
Virginia
$25.8M -$375K -653 -1%
SWMG
721
Sanchez Wealth Management Group
Florida
$25.7M +$1.92M +3,338 +8%
NC
722
NewSquare Capital
Pennsylvania
$25.7M -$15.3M -26,599 -37%
AGM
723
Aragon Global Management
Florida
$25.6M
LA
724
Lane & Associates
New Jersey
$25.4M +$2.01M +3,509 +9%
FCM
725
Firestone Capital Management
Florida
$25.3M -$557K -970 -2%