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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 %
LF
901
LifeSteps Financial
California
$17.4M -$89.5K -156 -0.5%
OC
902
Oakworth Capital
Alabama
$17.4M -$3.28M -5,718 -16%
SIA
903
Soltis Investment Advisors
Utah
$17.4M +$345K +602 +2%
AFG
904
Atomi Financial Group
New York
$17.4M +$228K +398 +1%
WFO
905
Wealthgate Family Office
Colorado
$17.3M -$1.39M -2,422 -7%
FWM
906
Foguth Wealth Management
Michigan
$17.3M -$351K -613 -2%
NC
907
NBW Capital
Massachusetts
$17.2M +$1.29M +2,241 +8%
LMIM
908
Lockheed Martin Investment Management
Maryland
$17.2M
Legal & General Group
909
Legal & General Group
United Kingdom
$17.2M
PIM
910
Penobscot Investment Management
Massachusetts
$17.2M +$239K +417 +1%
AFG
911
Argent Financial Group
Louisiana
$17.1M +$17.1M +29,784 New
TAM
912
Tocqueville Asset Management
New York
$17.1M +$936K +1,632 +6%
WCM
913
WealthBridge Capital Management
Ohio
$17.1M +$97K +169 +0.6%
FWA
914
FSC Wealth Advisors
New York
$17M +$422K +735 +3%
CWM
915
Cornerstone Wealth Management
Missouri
$17M -$3.12M -5,445 -16%
SEI Investments
916
SEI Investments
Pennsylvania
$16.9M -$357K -623 -2%
SC
917
Solstein Capital
California
$16.9M +$1.43M +2,491 +9%
PFM
918
Patton Fund Management
Texas
$16.9M -$174K -304 -1%
IPW
919
Invictus Private Wealth
Colorado
$16.9M -$60.8K -106 -0.4%
BIAS
920
Beacon Investment Advisory Services
New Jersey
$16.8M +$309K +538 +2%
YIA
921
YHB Investment Advisors
Connecticut
$16.8M -$165K -288 -1%
LSA
922
L & S Advisors
California
$16.8M -$126K -219 -0.7%
MIA
923
MMBG Investment Advisors
Florida
$16.8M -$745K -1,298 -4%
MSAM
924
Moloney Securities Asset Management
Missouri
$16.8M +$211K +367 +1%
SB
925
Strategic Blueprint
Georgia
$16.7M -$14.9K -26 -0.1%