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SPDR S&P 500 ETF Trust

3,726 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
3,726
Holders Change
+55
Holders Change %
+1.5%
% of All Funds
54.19%
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 %
SWM
826
Segment Wealth Management
Texas
$19.1M -$29.4K -54 -0.2%
CWM
827
Cornerstone Wealth Management
Missouri
$19.1M +$3.07M +5,639 +19%
ST
828
Sentinel Trust
Texas
$19M -$442K -813 -2%
AWM
829
Aprio Wealth Management
Georgia
$19M -$1.3M -2,389 -6%
CF
830
Copperwynd Financial
Arizona
$18.9M -$8.37M -15,195 -31%
CCA
831
Cobblestone Capital Advisors
New York
$18.9M -$1.37M -2,513 -7%
TBWA
832
Three Bridge Wealth Advisors
California
$18.9M -$144K -264 -0.8%
MCM
833
Magnolia Capital Management
New York
$18.9M -$1.97M -3,629 -9%
BFG
834
Baron Financial Group
New Jersey
$18.8M -$918K -1,687 -5%
CTC
835
Central Trust Company
Missouri
$18.8M +$3.02M +5,558 +19%
BAM
836
Brave Asset Management
New Jersey
$18.8M -$95.2K -175 -0.5%
BPCA
837
Bank Pictet & Cie (Asia)
Singapore
$18.8M
IFPG
838
Intrepid Financial Planning Group
Indiana
$18.7M -$595K -1,093 -3%
SI
839
Scharf Investments
California
$18.7M -$7.06M -12,970 -27%
Axa
840
Axa
France
$18.6M
DC
841
Davenport & Co
Virginia
$18.5M -$616K -1,132 -3%
AQR Capital Management
842
AQR Capital Management
Connecticut
$18.5M -$2.42M -4,455 -12%
GVAG
843
Great Valley Advisor Group
Delaware
$18.3M -$660K -1,212 -3%
MWM
844
Mission Wealth Management
California
$18.3M -$522K -959 -3%
HFAS
845
Hummer Financial Advisory Services
Illinois
$18.3M -$194K -355 -1%
PA
846
Parallel Advisors
California
$18.3M -$321K -589 -2%
IHWM
847
Iron Horse Wealth Management
Iowa
$18.3M +$557K +1,023 +3%
BCM
848
Basso Capital Management
Connecticut
$18.3M
NL
849
NEPC LLC
Massachusetts
$18.3M -$1.07M -1,961 -6%
NEPWA
850
New England Private Wealth Advisors
Massachusetts
$18.2M -$252K -463 -1%