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SPDR S&P 500 ETF Trust

3,766 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, 1,468 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,766
Holders Change
+40
Holders Change %
+1.07%
% of All Funds
54.47%
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
1,468
Closed
105
Calls
$271B
Puts
$643B
Net Calls
-$372B
Net Calls Change
-$122B
Name Holding Trade Value Shares
Change
Shares
Change %
CB
751
Cadence Bank
Mississippi
$23.6M -$427K -745 -2%
RIA
752
Regal Investment Advisors
Michigan
$23.5M -$2.34M -4,084 -9%
PAM
753
Palisade Asset Management
Minnesota
$23.5M -$198K -345 -0.8%
CA
754
Cresta Advisors
Texas
$23.4M +$1.82M +3,179 +8%
BWFA
755
Baltimore-Washington Financial Advisors
Maryland
$23.3M -$378K -659 -2%
RBC
756
Roble Belko & Company
Pennsylvania
$23.3M -$97.5K -170 -0.4%
SI
757
Scharf Investments
California
$23.2M +$3.5M +6,092 +18%
FM
758
Family Management
New York
$23.1M +$1.16M +2,024 +5%
KA
759
Kovack Advisors
Florida
$23M +$1.15M +2,008 +5%
PWM
760
Palumbo Wealth Management
New York
$23M -$111K -193 -0.5%
CPBTD
761
Central Pacific Bank - Trust Division
Hawaii
$22.9M +$143K +250 +0.6%
PA
762
Procyon Advisors
Connecticut
$22.9M +$442K +770 +2%
GFP
763
Gryphon Financial Partners
Ohio
$22.9M +$91.8K +160 +0.4%
GFS
764
GYL Financial Synergies
Connecticut
$22.8M +$452K +787 +2%
BA
765
Bellwether Advisors
Nebraska
$22.8M +$22.2M +38,644 +3,649%
CCM
766
Chilton Capital Management
Texas
$22.8M +$481K +839 +2%
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$22.8M +$252K +440 +1%
DPI
768
Diversified Portfolios Inc
Michigan
$22.7M +$120K +210 +0.5%
MOS
769
MGO One Seven
Ohio
$22.6M -$1.23M -2,149 -5%
Berkshire Hathaway
770
Berkshire Hathaway
Nebraska
$22.6M
HAFS
771
Hapanowicz & Associates Financial Services
Pennsylvania
$22.6M +$22.6M +39,311 New
Balyasny Asset Management
772
Balyasny Asset Management
Illinois
$22.5M -$498M -868,128 -96%
GWAM
773
Guardian Wealth Advisors (Minnesota)
Minnesota
$22.5M -$810K -1,411 -3%
BWM
774
Brickley Wealth Management
California
$22.5M -$811K -1,414 -3%
BWAM
775
Boyd Watterson Asset Management
Ohio
$22.3M +$51.1K +89 +0.2%