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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 %
RGC
1601
Roberts, Glore & Co
Illinois
$5.24M +$531K +925 +11%
LIM
1602
Loudon Investment Management
New Hampshire
$5.23M +$129K +224 +3%
MFA
1603
Millington Financial Advisors
Illinois
$5.22M -$10.9K -19 -0.2%
SFS
1604
Sharp Financial Services
Pennsylvania
$5.21M +$324K +564 +7%
GA
1605
GSG Advisors
New Jersey
$5.2M +$134K +236 +3%
W
1606
WorthPointe
California
$5.19M -$741K -1,291 -12%
TCWA
1607
Turtle Creek Wealth Advisors
Texas
$5.18M +$118K +206 +2%
CCMG
1608
Clark Capital Management Group
Pennsylvania
$5.17M +$1.64M +2,859 +46%
PFG
1609
Pacific Financial Group
Washington
$5.17M -$327K -570 -6%
LWM
1610
LJI Wealth Management
Indiana
$5.15M +$94.1K +164 +2%
HG
1611
Herbst Group
Connecticut
$5.14M +$262K +456 +5%
TNA
1612
True North Advisors
Texas
$5.13M -$91.8K -160 -2%
DFA
1613
DHK Financial Advisors
New Hampshire
$5.13M +$4.17M +7,238 +433%
LGWM
1614
Litman Gregory Wealth Management
California
$5.12M +$2M +3,483 +64%
TVAMP
1615
Tennessee Valley Asset Management Partners
Tennessee
$5.11M -$343K -594 -6%
FMI
1616
F/M Investments
District of Columbia
$5.11M -$8.03K -14 -0.2%
MPCL
1617
My Personal CFO LLC
Washington
$5.11M +$110K +192 +2%
TPA
1618
Trivium Point Advisory
Connecticut
$5.09M +$1.76M +2,946 +53%
SWA
1619
Sightline Wealth Advisors
Connecticut
$5.07M +$14.9K +26 +0.3%
BIM
1620
Breakwater Investment Management
Washington
$5.07M
BTWM
1621
Brass Tax Wealth Management
Ohio
$5.06M +$4.66M +8,120 +1,163%
R
1622
Rebalance
California
$5.05M -$1.03M -1,790 -17%
CFO
1623
Colony Family Offices
North Carolina
$5.04M -$194K -337 -4%
SCM
1624
Sterneck Capital Management
Missouri
$5.03M +$936K +1,632 +23%
SIC
1625
Samalin Investment Counsel
New York
$5.02M -$413K -720 -8%