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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 %
PCP
801
Perbak Capital Partners
United Kingdom
$21.1M -$37.6M -65,485 -64%
TM
802
Tikvah Management
North Carolina
$21.1M +$3.37M +5,866 +19%
LIM
803
Leavell Investment Management
Alabama
$21M -$786K -1,366 -4%
TWM
804
Thrive Wealth Management
Pennsylvania
$21M -$344K -600 -2%
CCM
805
Consolidated Capital Management
California
$20.9M +$20.9M +36,421 New
BEC
806
Blue Edge Capital
Virginia
$20.9M -$20.1K -35 -0.1%
LCWP
807
Legacy Capital Wealth Partners
Arkansas
$20.9M +$16.7M +124,409 +405%
CGL
808
Clarius Group LLC
Washington
$20.9M +$238K +414 +1%
AAS
809
Ameritas Advisory Services
Nebraska
$20.8M -$15.1M -26,275 -42%
LAS
810
LWM Advisory Services
Florida
$20.8M +$8.73M +15,213 +72%
Financial Engines Advisors
811
Financial Engines Advisors
California
$20.8M -$637K -1,107 -3%
ST
812
Sentinel Trust
Texas
$20.7M +$680K +1,185 +3%
BC
813
Belmont Capital
California
$20.7M -$3.56M -6,202 -15%
AWM
814
Avior Wealth Management
Nebraska
$20.7M -$298K -520 -1%
WIA
815
World Investment Advisors
California
$20.6M -$1.84M -3,204 -8%
CIA
816
Capital Investment Advisors
Georgia
$20.6M +$2.94M +5,127 +17%
SPWM
817
Schrum Private Wealth Management
Florida
$20.6M +$9.12M +15,902 +80%
NL
818
NEPC LLC
Massachusetts
$20.6M +$1.33M +2,318 +7%
SWM
819
Segment Wealth Management
Texas
$20.6M +$403K +702 +2%
PI
820
PFG Investments
New York
$20.6M +$2M +3,492 +11%
TWP
821
Tyche Wealth Partners
Texas
$20.6M +$3.29M +5,739 +19%
DWP
822
Daymark Wealth Partners
Ohio
$20.5M -$553K -964 -3%
BBWP
823
Beacon Bridge Wealth Partners
Pennsylvania
$20.4M -$4.73M -8,239 -19%
CC
824
Cypress Capital
Tennessee
$20.4M -$5.61M -9,775 -22%
CTC
825
Central Trust Company
Missouri
$20.4M +$567K +989 +3%