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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 %
EGA
1001
E&G Advisors
Texas
$14.7M +$1.77M +3,092 +14%
CWA
1002
Clarus Wealth Advisors
Arizona
$14.7M +$359K +632 +3%
HW
1003
Hedeker Wealth
Illinois
$14.7M -$126K -220 -0.9%
NG
1004
Norden Group
Utah
$14.7M +$7.36M +12,829 +101%
EE
1005
EWG Elevate
California
$14.6M +$2.43M +4,239 +20%
BMCM
1006
Bryn Mawr Capital Management
Pennsylvania
$14.6M -$682K -1,189 -4%
MC
1007
Moors & Cabot
Massachusetts
$14.5M +$112K +195 +0.8%
PWM
1008
Peterson Wealth Management
Nevada
$14.5M +$871K +1,518 +6%
CWC
1009
Carolinas Wealth Consulting
North Carolina
$14.5M +$74.2K +129 +0.5%
MMA
1010
Miracle Mile Advisors
California
$14.5M +$293K +510 +2%
RIL
1011
Rothschild Investment LLC
Illinois
$14.5M -$579K -1,010 -4%
PCG
1012
PFC Capital Group
California
$14.4M +$186K +324 +1%
GAM
1013
GEM Asset Management
Michigan
$14.4M -$2.27K -4 -0%
KFS
1014
Kaizen Financial Strategies
California
$14.4M +$13.2K +23 +0.1%
BB
1015
Bell Bank
North Dakota
$14.4M +$550K +958 +4%
MWP
1016
MYCIO Wealth Partners
Pennsylvania
$14.4M +$324K +564 +2%
FLC
1017
Fifth Lane Capital
Texas
$14.3M
NWWA
1018
New Wave Wealth Advisors
Arkansas
$14.3M +$3.08M +5,368 +27%
HOWA
1019
Heritage Oak Wealth Advisors
Florida
$14.3M +$14.3M +24,981 New
AIP
1020
Ameritas Investment Partners
Nebraska
$14.3M +$4.02M +7,000 +39%
CWM
1021
Cordatus Wealth Management
Pennsylvania
$14.3M +$11.8M +20,505 +462%
SCTC
1022
Sanibel Captiva Trust Company
Florida
$14.2M +$507K +884 +4%
CAM
1023
Cacti Asset Management
Georgia
$14.2M
CWI
1024
Conscious Wealth Investments
Florida
$14.2M +$25.4K +44 +0.2%
GMFG
1025
Greater Midwest Financial Group
Minnesota
$14.2M -$286K -498 -2%