SPY icon

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 %
UB
1126
UMB Bank
Missouri
$11.7M +$473K +825 +4%
MI
1127
Moneywise Inc
Virginia
$11.7M +$4.72M +8,225 +67%
PF
1128
Phoenix Financial
Israel
$11.7M -$204K -356 -2%
AO
1129
Advisor OS
Illinois
$11.7M -$370K -644 -3%
SLFPAM
1130
St. Louis Financial Planners Asset Management
Missouri
$11.7M -$5.97M -10,418 -34%
FCMA
1131
Foresight Capital Management Advisors
Michigan
$11.7M +$520K +906 +5%
TWA
1132
Tandem Wealth Advisors
Arizona
$11.7M -$121K -211 -1%
TCM
1133
Towercrest Capital Management
Pennsylvania
$11.7M -$3.66M -6,372 -24%
QC
1134
Quent Capital
New York
$11.7M +$321K +560 +3%
TFGT
1135
TS Financial Group (TSFG)
Illinois
$11.6M +$5.74K +10 +0%
TCBWMS
1136
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$4.45M -7,755 -28%
AWMT
1137
AAFMAA Wealth Management & Trust
North Carolina
$11.6M +$6.9M +12,024 +147%
HCM
1138
Highview Capital Management
Illinois
$11.5M +$349K +609 +3%
NFA
1139
Northern Financial Advisors
Michigan
$11.5M -$639K -1,113 -5%
UFA
1140
US Financial Advisors
Massachusetts
$11.5M +$241K +420 +2%
BFO
1141
Biltmore Family Office
North Carolina
$11.5M +$1.74M +3,026 +18%
AC
1142
Avestar Capital
New York
$11.4M +$1.23M +2,148 +12%
AF
1143
Advisornet Financial
Minnesota
$11.4M -$155K -271 -1%
EFG
1144
Elios Financial Group
Ohio
$11.4M +$11.4M +19,802 New
MSFS
1145
Main Street Financial Solutions
Pennsylvania
$11.4M -$14M -24,347 -55%
CI
1146
Cordant Inc
Oregon
$11.3M -$174K -304 -2%
CFSG
1147
Clark Financial Services Group
Missouri
$11.3M +$80.9K +141 +0.7%
AWA
1148
Arkadios Wealth Advisors
Georgia
$11.3M -$14.1M -24,638 -56%
JWA
1149
JFS Wealth Advisors
Pennsylvania
$11.3M +$791K +1,379 +8%
BV
1150
Boxwood Ventures
Illinois
$11.3M