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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 %
ACM
1401
AlphaStar Capital Management
North Carolina
$7.32M +$3.18M +5,545 +77%
PCA
1402
Prosperity Capital Advisors
Ohio
$7.31M +$612K +1,066 +9%
MPM
1403
Meritage Portfolio Management
Kansas
$7.26M -$103K -179 -1%
JWM
1404
Jupiter Wealth Management
Colorado
$7.24M +$1.75M +3,057 +32%
CFD
1405
Creative Financial Designs
Indiana
$7.24M +$399K +695 +6%
GWS
1406
Glassman Wealth Services
Virginia
$7.23M +$1.15K +2 +0%
OA
1407
Operose Advisors
Wisconsin
$7.22M +$8.03K +14 +0.1%
OLA
1408
Oliver Luxxe Assets
New Jersey
$7.21M -$158K -275 -2%
WEG
1409
World Equity Group
Illinois
$7.2M +$465K +811 +7%
WCFA
1410
Walkner Condon Financial Advisors
Wisconsin
$7.18M +$320K +558 +5%
SC
1411
Savoie Capital
Illinois
$7.17M
SM
1412
Scoggin Management
New York
$7.17M
CAM
1413
Cozad Asset Management
Illinois
$7.17M +$234K +408 +3%
ACM
1414
Ashford Capital Management
Delaware
$7.15M +$345K +601 +5%
AC
1415
Apella Capital
Connecticut
$7.15M +$567K +996 +9%
EW
1416
Element Wealth
Mississippi
$7.12M -$212K -369 -3%
Calamos Advisors
1417
Calamos Advisors
Illinois
$7.1M -$457K -797 -6%
DFC
1418
DBK Financial Counsel
Ohio
$7.08M
VA
1419
Valmark Advisers
Ohio
$7.08M +$384K +670 +6%
SAM
1420
Strategy Asset Managers
California
$7.01M -$1.21M -2,115 -15%
BHWM
1421
Bar Harbor Wealth Management
New Hampshire
$7M -$60.2K -105 -0.9%
C
1422
Cliffwater
California
$7M
GCA
1423
Genesee Capital Advisors
New York
$6.99M +$2.67M +4,658 +62%
PC
1424
Port Capital
Illinois
$6.98M -$29.3K -51 -0.4%
PBO
1425
Peoples Bank (Ohio)
Ohio
$6.96M -$66K -115 -0.9%