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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 %
SAM
876
Silvercrest Asset Management
New York
$18.4M +$235K +409 +1%
PTC
877
Private Trust Company
Ohio
$18.4M -$387K -675 -2%
NS
878
NBC Securities
Alabama
$18.4M +$472K +823 +3%
ARC
879
Advisor Resource Council
Texas
$18.4M -$13.9M -24,195 -43%
WAG
880
Winthrop Advisory Group
Massachusetts
$18.3M +$708K +1,230 +4%
CCB
881
Country Club Bank
Missouri
$18.3M -$13.7K -24 -0.1%
CC
882
Cornerstone Capital
California
$18.3M -$236K -411 -1%
SHF
883
Safe Harbor Fiduciary
Florida
$18.2M +$18.2M +31,800 New
ST
884
Spinnaker Trust
Maine
$18.2M +$730K +1,273 +4%
TCOTS
885
Trust Company of the South
North Carolina
$18.1M +$66K +115 +0.4%
RBC
886
Romano Brothers & Co
Illinois
$18.1M -$103K -180 -0.6%
LGA
887
Lebenthal Global Advisors
New York
$18M +$179K +312 +1%
JSSH
888
J. Safra Sarasin Holding
$18M +$5.57M +9,705 +45%
PFP
889
Paragon Financial Partners
California
$18M -$196K -341 -1%
HR
890
Hardy Reed
Mississippi
$18M
DFA
891
Delta Financial Advisors
Louisiana
$18M -$2.51M -4,377 -12%
BCWM
892
Bartlett & Co Wealth Management
Ohio
$17.9M -$69.6K -121 -0.4%
TSM
893
Two Star Manager
Florida
$17.9M -$30.8M -53,712 -63%
DAS
894
Dynamic Advisor Solutions
Arizona
$17.8M +$8.57M +29,498 +92%
PTB
895
Pioneer Trust Bank
Oregon
$17.8M +$1.78M +3,110 +11%
CGF
896
Constant Guidance Financial
Massachusetts
$17.6M +$1.99M +3,475 +13%
JIM
897
JCP Investment Management
Texas
$17.6M
RCWM
898
Royal Capital Wealth Management
Indiana
$17.6M +$1.16M +2,025 +7%
ECM
899
Evergreen Capital Management
Washington
$17.5M -$662K -1,150 -4%
BFM
900
Boston Financial Management
Massachusetts
$17.5M -$582K -1,015 -3%