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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 %
SWM
1251
SeaCrest Wealth Management
New York
$9.08M +$191K +351 +2%
BFC
1252
Bedel Financial Consulting
Indiana
$9.06M +$49K +90 +0.5%
CA
1253
Calton & Associates
Florida
$9.04M +$9.8K +18 +0.1%
SFP
1254
Sandbox Financial Partners
Maryland
$9.02M +$810K +1,488 +10%
CCG
1255
Chatham Capital Group
Georgia
$9.02M -$78.4K -144 -0.9%
LWP
1256
LMG Wealth Partners
Louisiana
$9.02M +$4.9K +9 +0.1%
LWM
1257
Lionsbridge Wealth Management
Florida
$9.02M +$1.96M +3,598 +28%
BIG
1258
Boothe Investment Group
Delaware
$9M -$430K -788 -5%
Fayez Sarofim & Co
1259
Fayez Sarofim & Co
Texas
$8.98M +$4.53M +8,318 +102%
NLP
1260
Next Level Private
New York
$8.98M +$11.4K +21 +0.1%
HWM
1261
Horizon Wealth Management
Illinois
$8.95M +$839K +1,542 +10%
ZF
1262
Zhang Financial
Michigan
$8.94M +$1.23M +2,259 +16%
SIC
1263
Sigma Investment Counselors
Michigan
$8.92M +$544 +1 +0%
AA
1264
AlphaMark Advisors
Kentucky
$8.92M -$1.36M -2,493 -13%
AA
1265
Advisory Alpha
Michigan
$8.85M -$1.31M -2,416 -13%
BAAM
1266
Baker Avenue Asset Management
California
$8.84M +$563K +1,034 +7%
CCAM
1267
Codex Capital Asset Management
Texas
$8.83M +$8.83M +16,220 New
KTA
1268
Keeley-Teton Advisors
Illinois
$8.82M -$2.47M -4,530 -22%
EFM
1269
E Fund Management
China
$8.79M +$2.11M +3,883 +32%
EFMH
1270
E Fund Management (HK)
Hong Kong
$8.79M +$2.11M +3,883 +32%
CA
1271
CGN Advisors
Kansas
$8.77M +$772K +1,418 +10%
NB
1272
NBT Bank
New York
$8.77M -$27.2K -50 -0.3%
SFWC
1273
Strategic Family Wealth Counselors
New Jersey
$8.76M +$35.9K +66 +0.4%
CWP
1274
CFM Wealth Partners
Texas
$8.74M +$2.16M +3,972 +33%
LWCFA
1275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.74M +$946K +1,675 +12%