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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 %
CFP
1476
Cypress Financial Planning
New Jersey
$6.09M +$1.03M +1,889 +20%
GPA
1477
Guidance Point Advisors
Massachusetts
$6.09M -$60.5K -111 -1%
PCH
1478
PGIM Custom Harvest
New Jersey
$6.09M +$576K +1,059 +10%
BFA
1479
Bragg Financial Advisors
North Carolina
$6.09M -$130K -238 -2%
DACS
1480
Dymon Asia Capital (Singapore)
Singapore
$6.08M -$3.34M -6,136 -35%
OIM
1481
Oder Investment Management
California
$6.08M -$63.1K -116 -1%
WDL
1482
Well Done LLC
Michigan
$6.07M +$57.1K +105 +0.9%
AWA
1483
Alta Wealth Advisors
Massachusetts
$6M +$14.7K +27 +0.2%
CAC
1484
Certified Advisory Corp
Florida
$5.98M +$462K +849 +8%
MWA
1485
Merkkuri Wealth Advisors
New York
$5.98M +$5.98M +10,991 New
IIM
1486
Intact Investment Management
Quebec, Canada
$5.98M
HNWAG
1487
High Net Worth Advisory Group
Florida
$5.94M +$3.45M +15,066 +138%
ST
1488
Sabal Trust
Florida
$5.94M
HR
1489
Howe & Rusling
New York
$5.84M -$2.01M -3,686 -26%
SF
1490
Symphony Financial
Texas
$5.83M +$2.19M +4,008 +60%
AIFAIM
1491
American Institute for Advanced Investment Management
Arizona
$5.82M -$85.4K -157 -1%
SIC
1492
Shoker Investment Counsel
Ohio
$5.81M -$612K -1,124 -10%
PSCM
1493
Per Stirling Capital Management
Texas
$5.8M +$92.5K +170 +2%
BIG
1494
Brooklyn Investment Group
New York
$5.8M
JWBC
1495
J.W. Burns & Co
New York
$5.8M +$348K +639 +6%
WCP
1496
Wick Capital Partners
Pennsylvania
$5.78M +$875K +1,608 +18%
BCB
1497
Brian C. Broderick
$5.77M -$306K -562 -5%
R
1498
Rebalance
California
$5.77M +$18K +33 +0.3%
H
1499
HoyleCohen
California
$5.75M +$58.2K +107 +1%
CAM
1500
Covenant Asset Management
New Jersey
$5.75M +$25K +46 +0.4%