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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 %
NRC
951
New Republic Capital
North Carolina
$15.9M -$1M -1,748 -6%
TA
952
TKG Advisors
Indiana
$15.9M +$221K +385 +1%
LT
953
Legacy Trust
Michigan
$15.9M -$213K -372 -1%
NCM
954
Neumann Capital Management
California
$15.9M +$384K +669 +2%
AC
955
ASB Consultores
Florida
$15.9M -$123K -215 -0.8%
NMM
956
Naples Money Management
Florida
$15.8M +$642K +1,119 +4%
SAS
957
Stelac Advisory Services
New York
$15.8M -$307K -533 -2%
BEI
958
Benjamin Edwards Inc
Missouri
$15.8M +$15.6M +27,248 +13,357%
TIM
959
Tortoise Investment Management
New York
$15.7M -$94.7K -165 -0.6%
SI
960
SimpliFi Inc
California
$15.7M -$1.68M -2,931 -10%
TCA
961
Transcend Capital Advisors
New Jersey
$15.7M -$4.34M -7,561 -22%
CCM
962
Coldstream Capital Management
Washington
$15.7M +$1.11M +1,920 +8%
RIM
963
Rockbridge Investment Management
New York
$15.6M +$155K +270 +1%
BFG
964
Berger Financial Group
Minnesota
$15.6M -$454K -791 -3%
BCM
965
Basso Capital Management
Connecticut
$15.6M -$3.72M -6,476 -19%
PA
966
PFG Advisors
Arizona
$15.6M -$2.97M -5,172 -16%
FPW
967
Flagship Private Wealth
Massachusetts
$15.5M -$595K -1,037 -4%
CHJWM
968
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.5M +$179K +314 +1%
AFA
969
Atlas Financial Advisors
California
$15.5M +$608K +1,059 +4%
SC
970
SouthState Corp
Florida
$15.5M +$887K +1,546 +6%
OL
971
Optas LLC
Texas
$15.4M
RZH
972
Relyea Zuckerberg Hanson
Connecticut
$15.4M +$292K +509 +2%
WWA
973
WCG Wealth Advisors
Nevada
$15.4M +$5.44M +9,481 +55%
EIP
974
Ellis Investment Partners
Pennsylvania
$15.4M +$363K +632 +2%
SAM
975
Smithbridge Asset Management
Pennsylvania
$15.4M -$215K -374 -1%