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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 %
BAM
1076
Berkshire Asset Management
Pennsylvania
$12.4M +$2.05M +3,765 +20%
EAM
1077
Evanson Asset Management
California
$12.4M +$47.3K +87 +0.4%
WBC
1078
West Branch Capital
Massachusetts
$12.4M -$104K -192 -0.8%
MA
1079
MONECO Advisors
Connecticut
$12.3M -$161K -295 -1%
MAM
1080
Milestone Asset Management
Pennsylvania
$12.3M -$631K -1,160 -5%
MBFW
1081
Morton Brown Family Wealth
Pennsylvania
$12.3M -$355K -642 -3%
EGA
1082
E&G Advisors
Texas
$12.3M +$1.69M +3,101 +16%
SWA
1083
SFMG Wealth Advisors
Texas
$12.3M +$19K +35 +0.2%
AIC
1084
Ayalon Insurance Company
Israel
$12.3M -$546 -1 -0%
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2M -$78.4K -144 -0.6%
HFS
1086
Howard Financial Services
Texas
$12.2M -$411K -756 -3%
LCM
1087
LVM Capital Management
Michigan
$12.2M +$84.4K +155 +0.7%
GF
1088
Gries Financial
Ohio
$12.2M -$956K -1,757 -7%
AA
1089
Apriem Advisors
California
$12.2M +$7.55M +13,864 +162%
MBT
1090
Montecito Bank & Trust
California
$12.1M -$146K -269 -1%
NFG
1091
Nations Financial Group
Iowa
$12.1M -$106K -195 -0.9%
MFA
1092
Mayflower Financial Advisors
Massachusetts
$12.1M -$29.4K -54 -0.2%
OIS
1093
Okabena Investment Services
Minnesota
$12.1M
LFAS
1094
Level Four Advisory Services
Texas
$12.1M -$2.08M -3,816 -15%
LSPW
1095
Lake Street Private Wealth
Illinois
$12.1M +$452K +830 +4%
RVPG
1096
Relative Value Partners Group
$12.1M +$2.31M +4,236 +24%
SGCA
1097
Steel Grove Capital Advisors
Tennessee
$12M +$10.6M +19,540 +763%
FA
1098
Forefront Analytics
Pennsylvania
$11.9M +$38.1K +70 +0.3%
GLA
1099
Good Life Advisors
Pennsylvania
$11.9M +$979K +1,799 +9%
NB
1100
Nicolet Bankshares
Wisconsin
$11.9M -$349K -642 -3%