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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 %
MFA
1076
Mayflower Financial Advisors
Massachusetts
$12.8M -$1.72K -3 -0%
EAM
1077
Evanson Asset Management
California
$12.8M -$277K -483 -2%
MBT
1078
Montecito Bank & Trust
California
$12.7M -$45.9K -80 -0.4%
OIS
1079
Okabena Investment Services
Minnesota
$12.7M
EFA
1080
Edge Financial Advisors
Illinois
$12.7M +$12.7M +22,207 New
MFS
1081
Monetta Financial Services
Illinois
$12.7M -$459K -800 -3%
GC
1082
Grimes & Company
Massachusetts
$12.7M +$565K +984 +5%
MBFW
1083
Morton Brown Family Wealth
Pennsylvania
$12.7M -$53.9K -94 -0.4%
MAM
1084
Milestone Asset Management
Pennsylvania
$12.7M -$273K -476 -2%
Fayez Sarofim & Co
1085
Fayez Sarofim & Co
Texas
$12.7M +$3.2M +5,582 +34%
GLA
1086
Good Life Advisors
Pennsylvania
$12.6M +$69.5K +121 +0.6%
LODC
1087
Lanham O'Dell & Company
West Virginia
$12.6M -$18.8M -32,693 -60%
FA
1088
Forefront Analytics
Pennsylvania
$12.6M +$40.7K +71 +0.3%
NFG
1089
Nations Financial Group
Iowa
$12.6M -$185K -323 -1%
HFS
1090
Howard Financial Services
Texas
$12.6M -$312K -544 -2%
PP
1091
Patten & Patten
Tennessee
$12.5M -$664K -1,157 -5%
CIA
1092
Compass Ion Advisors
Pennsylvania
$12.5M +$285K +497 +2%
PIA
1093
Perennial Investment Advisors
California
$12.5M +$763K +1,329 +6%
MAM
1094
McLean Asset Management
Virginia
$12.5M +$787K +1,374 +7%
CCG
1095
Cypress Capital Group
Florida
$12.5M +$752K +1,310 +6%
Capital World Investors
1096
Capital World Investors
California
$12.4M -$2.19M -3,831 -15%
MIM
1097
Marco Investment Management
Georgia
$12.4M +$604K +1,052 +5%
BAM
1098
Berkshire Asset Management
Pennsylvania
$12.4M
GWANC
1099
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.4M +$147K +256 +1%
CA
1100
Calton & Associates
Florida
$12.4M +$2.82M +4,918 +30%