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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 %
Lazard Asset Management
1426
Lazard Asset Management
New York
$6.96M -$7.34M -12,785 -51%
IWP
1427
Invenio Wealth Partners
Florida
$6.95M -$12K -21 -0.2%
HIA
1428
Harbor Investment Advisory
Maryland
$6.92M +$12.6K +22 +0.2%
WCP
1429
Wick Capital Partners
Pennsylvania
$6.92M +$834K +1,454 +14%
RW
1430
REDW Wealth
New Mexico
$6.92M -$51.6K -90 -0.7%
HB
1431
HTLF Bank
Colorado
$6.91M -$11.5K -20 -0.2%
GWM
1432
GSB Wealth Management
Connecticut
$6.88M -$470K -819 -6%
FWCM
1433
Ferguson Wellman Capital Management
Oregon
$6.88M +$436K +760 +7%
PCH
1434
PGIM Custom Harvest
New Jersey
$6.88M +$461K +803 +7%
BMMM
1435
Boston Mountain Money Management
Arkansas
$6.88M
VWM
1436
Venturi Wealth Management
Texas
$6.87M +$234K +407 +4%
TI
1437
Truepoint Inc
Ohio
$6.86M +$1.01M +1,754 +17%
VBFG
1438
Vishria Bird Financial Group
Tennessee
$6.86M -$574 -1 -0%
RPGK
1439
Retirement Planning Group (Kansas)
Kansas
$6.86M +$6.19M +10,783 +923%
MI
1440
Motiv8 Investments
Florida
$6.85M -$122K -213 -2%
ONST
1441
Old North State Trust
North Carolina
$6.85M
WB
1442
West Bancorporation
Iowa
$6.84M
MWM
1443
MGB Wealth Management
Texas
$6.84M -$40.1K -70 -0.6%
FP
1444
Fiduciary Planning
Florida
$6.81M +$122K +212 +2%
MC
1445
Mount Capital
United Kingdom
$6.8M
CAAM
1446
Cornerstone Advisors Asset Management
Pennsylvania
$6.79M +$3.44K +6 +0.1%
RA
1447
RFG Advisory
Alabama
$6.78M -$850K -1,481 -11%
MPW
1448
MGO Private Wealth
California
$6.77M -$430K -749 -6%
CW
1449
Channel Wealth
California
$6.76M +$4.19M +7,294 +162%
RPWA
1450
Regent Peak Wealth Advisors
Georgia
$6.76M -$76.9K -134 -1%