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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 %
AAG
851
Armstrong Advisory Group
Massachusetts
$18.2M -$402K -738 -2%
RA
852
Resolute Advisors
California
$18.1M +$1.03M +1,895 +6%
GSC
853
Ground Swell Capital
South Carolina
$18.1M +$6.02M +11,064 +50%
MWA
854
Meridian Wealth Advisors
Texas
$18M +$1.26M +2,324 +8%
SB
855
Sunflower Bank
Texas
$17.9M -$1.65M -3,032 -8%
PTC
856
Private Trust Company
Ohio
$17.8M -$2.17M -3,990 -11%
BIP
857
Blue Investment Partners
California
$17.8M +$358K +657 +2%
AIM
858
Aspen Investment Management
Michigan
$17.8M +$1.05M +1,923 +6%
FFA
859
Farther Finance Advisors
California
$17.8M +$9.91M +18,179 +126%
MG
860
Meritage Group
California
$17.8M +$8.8M +16,171 +98%
WFO
861
Wealthgate Family Office
Colorado
$17.8M -$88.2K -162 -0.5%
AWM
862
Axxcess Wealth Management
California
$17.7M +$17.7M +32,457 New
PI
863
PFG Investments
New York
$17.6M +$346K +635 +2%
PA
864
PFG Advisors
Arizona
$17.6M +$991K +1,821 +6%
FPGK
865
Financial Partners Group (Kansas)
Kansas
$17.6M +$1.46M +2,678 +9%
CC
866
Cornerstone Capital
California
$17.6M -$85.4K -157 -0.5%
CCB
867
Country Club Bank
Missouri
$17.5M -$293K -536 -2%
CAGAS
868
Capital Advisory Group Advisory Services
Minnesota
$17.5M +$566K +1,040 +3%
DAS
869
Dynamic Advisor Solutions
Arizona
$17.4M -$916K -1,684 -5%
OSAM
870
O'Shaughnessy Asset Management
Connecticut
$17.4M +$912K +1,675 +6%
WA
871
Wealthstar Advisors
Texas
$17.4M +$16.1M +29,610 +1,267%
KWM
872
Kingsview Wealth Management
Oregon
$17.4M +$3.94M +7,236 +29%
HH
873
Hilltop Holdings
Texas
$17.3M +$6.37M +11,701 +58%
Edgewood Management
874
Edgewood Management
Connecticut
$17.3M +$2.4M +4,411 +16%
PFP
875
Paragon Financial Partners
California
$17.3M -$8.71K -16 -0.1%