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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 %
OP
1101
ORG Partners
Indiana
$12.3M +$6.89M +11,999 +126%
FCM
1102
Family Capital Management
Michigan
$12.3M +$562K +979 +5%
MLL
1103
Moody Lynn & Lieberson
Massachusetts
$12.3M +$98.7K +172 +0.8%
SPW
1104
Surience Private Wealth
Washington
$12.3M +$12.3M +21,407 New
JJBC
1105
James J. Burns & Company
New York
$12.2M +$4.64M +8,080 +61%
BWP
1106
Balboa Wealth Partners
Arizona
$12.2M -$287K -500 -2%
LCM
1107
LVM Capital Management
Michigan
$12.2M
CFM
1108
Comprehensive Financial Management
California
$12.2M
IB
1109
Intrust Bank
Kansas
$12.1M -$48.8K -85 -0.4%
BSG
1110
Black Swift Group
Colorado
$12.1M +$7.84M +13,664 +183%
WPA
1111
West Paces Advisors
Georgia
$12M -$90.7K -158 -0.7%
MA
1112
Marquette Associates
Illinois
$12M +$32.7K +57 +0.3%
BCM
1113
Bienville Capital Management
New York
$11.9M +$2.18M +3,781 +22%
SCA
1114
Sage Capital Advisors
South Dakota
$11.9M +$400K +697 +3%
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$11.9M -$170K -295 -1%
GFPC
1116
Global Financial Private Client
Florida
$11.9M +$242K +421 +2%
LIA
1117
Luken Investment Analytics
Tennessee
$11.9M -$13.2K -23 -0.1%
MNA
1118
Manning & Napier Advisors
New York
$11.9M +$50.5K +88 +0.4%
OCBCO
1119
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.8M
PWM
1120
Paulson Wealth Management
Illinois
$11.8M +$648K +1,130 +6%
HWA
1121
Hillcrest Wealth Advisors
New Jersey
$11.8M -$14.3K -25 -0.1%
LWM
1122
Lyell Wealth Management
California
$11.8M -$377K -657 -3%
DWM
1123
Destination Wealth Management
California
$11.8M +$696K +1,213 +6%
TFP
1124
Traction Financial Partners
Wyoming
$11.8M -$4.02K -7 -0%
NWA
1125
Navis Wealth Advisors
New York
$11.7M -$259K -452 -2%