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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 %
DFA
1301
Davies Financial Advisors
California
$8.71M +$833K +1,452 +11%
RCM
1302
RB Capital Management
Nevada
$8.71M +$169K +294 +2%
SWP
1303
Summit Wealth Partners
Florida
$8.68M -$55.1K -96 -0.6%
WA
1304
Wealth Alliance
New York
$8.63M -$336K -585 -4%
CFS
1305
CRA Financial Services
New Jersey
$8.61M +$560K +976 +7%
ECP
1306
Epacria Capital Partners
Colorado
$8.61M
SHWM
1307
Smith & Howard Wealth Management
Georgia
$8.59M -$40.2K -70 -0.5%
EWA
1308
Exencial Wealth Advisors
Oklahoma
$8.59M -$1.91M -3,337 -18%
PCM
1309
Perritt Capital Management
Illinois
$8.58M -$209K -364 -2%
VOYA Investment Management
1310
VOYA Investment Management
Georgia
$8.58M +$1.66M +2,886 +24%
WP
1311
WMS Partners
Maryland
$8.53M +$3.93M +6,855 +86%
LWM
1312
Latko Wealth Management
Illinois
$8.52M +$8.52M +14,851 New
OCM
1313
Objective Capital Management
Ohio
$8.51M +$8.51M +14,838 New
WA
1314
WBH Advisory
Maryland
$8.5M +$107K +186 +1%
PSA
1315
Plum Street Advisors
Louisiana
$8.5M +$31.6K +55 +0.4%
QCM
1316
QRG Capital Management
Illinois
$8.49M +$1.44M +2,507 +20%
BCM
1317
BTC Capital Management
Iowa
$8.48M +$86.1K +150 +1%
VI
1318
VanderPol Investments
Michigan
$8.43M +$6.02M +10,500 +250%
1832 Asset Management
1319
1832 Asset Management
Ontario, Canada
$8.43M -$678K -1,182 -7%
APP
1320
Avantax Planning Partners
Iowa
$8.4M -$2.24M -3,898 -21%
FWC
1321
First Washington Corp
Washington
$8.4M -$5.25M -9,152 -38%
AWA
1322
Arete Wealth Advisors
Illinois
$8.39M -$2.5M -6,822 -23%
NCM
1323
Nelson Capital Management
California
$8.37M +$306K +533 +4%
SP
1324
Successful Portfolios
Florida
$8.37M -$2.66M -4,634 -24%
TF
1325
Trek Financial
Arizona
$8.35M -$165K -287 -2%