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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 %
HSA
1451
HBK Sorce Advisory
Pennsylvania
$6.33M -$1.81M -3,325 -22%
SAG
1452
SageView Advisory Group
California
$6.31M +$6.31M +11,593 New
CSPAM
1453
Cary Street Partners Asset Management
Virginia
$6.29M -$15.2K -28 -0.2%
VWM
1454
Venturi Wealth Management
Texas
$6.29M +$56.6K +104 +0.9%
GCA
1455
Guardian Capital Advisors
Ontario, Canada
$6.29M -$310K -553 -5%
FAG
1456
Fortitude Advisory Group
Washington
$6.29M +$9.8K +18 +0.2%
PO
1457
Private Ocean
California
$6.27M +$1.14M +2,089 +22%
CP
1458
Coho Partners
Pennsylvania
$6.23M +$6.23M +11,453 New
WA
1459
WestEnd Advisors
North Carolina
$6.23M +$3.58M +6,570 +135%
PCS
1460
Private Client Services
Kentucky
$6.23M -$567K -1,042 -8%
PPP
1461
Private Portfolio Partners
New Jersey
$6.23M -$17.4K -32 -0.3%
ACM
1462
Armbruster Capital Management
New York
$6.21M +$2.18K +4 +0%
TFG
1463
Tilson Financial Group
New Jersey
$6.2M -$1.18M -2,167 -16%
EWA
1464
Etesian Wealth Advisors
Oregon
$6.19M +$177K +326 +3%
TCOV
1465
Trust Company of Vermont
Vermont
$6.18M +$70.2K +129 +1%
JFG
1466
JDM Financial Group
Texas
$6.17M -$3.27K -6 -0.1%
CWS
1467
Cypress Wealth Services
California
$6.16M -$1.08M -1,983 -15%
SC
1468
Sierra Capital
Florida
$6.15M +$5.44K +10 +0.1%
TPW
1469
TL Private Wealth
Texas
$6.15M -$115K -204 -2%
KWM
1470
Kolinsky Wealth Management
New Jersey
$6.14M -$611K -1,122 -9%
XSC
1471
X-Square Capital
Puerto Rico
$6.14M -$598K -1,099 -9%
EI
1472
Ellevest Inc
New York
$6.12M -$5.99K -11 -0.1%
FWCM
1473
Ferguson Wellman Capital Management
Oregon
$6.11M -$125K -229 -2%
AWA
1474
Amplius Wealth Advisors
Pennsylvania
$6.11M -$29.9K -55 -0.5%
SJGA
1475
Stephen J. Garry & Associates
New York
$6.1M +$188K +346 +3%