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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 %
RCM
1301
RB Capital Management
Nevada
$8.11M -$37K -68 -0.5%
TF
1302
Trek Financial
Arizona
$8.08M -$602K -1,106 -7%
CAM
1303
Concorde Asset Management
Michigan
$8.07M +$153K +281 +2%
B
1304
Bensler
Washington
$8.07M +$208K +383 +3%
FFM
1305
Forum Financial Management
Illinois
$8.05M -$78.4K -144 -1%
SVWAG
1306
Sound View Wealth Advisors Group
Georgia
$8.05M +$135K +248 +2%
PSA
1307
Plum Street Advisors
Louisiana
$8.03M -$29.9K -55 -0.4%
SCM
1308
Sage Capital Management
New Jersey
$8.01M +$7.62K +14 +0.1%
FPAS
1309
Focus Partners Advisor Solutions
Missouri
$7.97M +$45.2K +83 +0.6%
CFGS
1310
Concourse Financial Group Securities
Alabama
$7.96M +$624K +1,143 +9%
WA
1311
WBH Advisory
Maryland
$7.96M -$252K -463 -3%
BCM
1312
BTC Capital Management
Iowa
$7.96M
QFA
1313
Quattro Financial Advisors
Texas
$7.96M -$20.1K -37 -0.3%
WWC
1314
Waypoint Wealth Counsel
Georgia
$7.94M -$160K -294 -2%
WP
1315
Westmount Partners
California
$7.92M -$518K -949 -6%
TCM
1316
Triumph Capital Management
Colorado
$7.91M +$420K +769 +6%
FH
1317
FWG Holdings
Florida
$7.89M +$42.6K +77 +0.5%
LTL
1318
Lowery Thomas LLC
California
$7.87M -$73.5K -135 -0.9%
EAM
1319
Erste Asset Management
Austria
$7.84M -$1.51M -2,780 -16%
KWS
1320
Keystone Wealth Services
California
$7.84M -$87.1K -160 -1%
CAS
1321
Coppell Advisory Solutions
Texas
$7.82M +$7.82M +14,367 New
BA
1322
Brightwater Advisory
Florida
$7.81M -$214K -393 -3%
SWRP
1323
Summit Wealth & Retirement Planning
California
$7.8M -$140K -257 -2%
IP
1324
Ignite Planners
California
$7.8M -$53.2K -96 -0.7%
ZIC
1325
ZWJ Investment Counsel
Georgia
$7.77M +$364K +668 +5%