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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 %
TW
1626
TritonPoint Wealth
Maryland
$4.75M -$62.2K -114 -1%
OGF
1627
Orin Green Financial
California
$4.75M +$4.75M +8,728 New
EFA
1628
Evernest Financial Advisors
Indiana
$4.74M -$97.4K -179 -2%
MPCL
1629
My Personal CFO LLC
Washington
$4.74M +$56.6K +104 +1%
RWM
1630
RKL Wealth Management
Pennsylvania
$4.71M +$77.8K +143 +2%
NL
1631
NVWM LLC
Pennsylvania
$4.71M +$983K +1,806 +26%
DP
1632
DDD Partners
Washington
$4.71M -$1.06M -1,952 -18%
BWM
1633
Baron Wealth Management
Michigan
$4.71M +$4.35K +8 +0.1%
SRC
1634
Sage Rhino Capital
California
$4.7M +$5.44K +10 +0.1%
APW
1635
Aurora Private Wealth
New Jersey
$4.7M +$20.1K +37 +0.4%
LWL
1636
Leo Wealth LLC
Texas
$4.7M +$354K +650 +8%
BWA
1637
BlueSky Wealth Advisors
North Carolina
$4.68M +$4.68M +8,594 New
BA
1638
Bridge Advisory
California
$4.66M -$124K -227 -3%
LNB
1639
Ledyard National Bank
$4.64M -$501K -921 -10%
SFS
1640
Sharp Financial Services
Pennsylvania
$4.63M +$180K +330 +4%
HG
1641
Herbst Group
Connecticut
$4.63M -$158K -290 -3%
OFG
1642
Omega Financial Group
California
$4.62M -$3.81K -7 -0.1%
WA
1643
Wealthstream Advisors
New York
$4.6M -$23.4K -43 -0.5%
OAS
1644
Optivise Advisory Services
Tennessee
$4.6M +$4.6M +8,449 New
MSA
1645
McAlister Sweet & Associates
Texas
$4.59M -$1.18M -2,174 -20%
PIP
1646
Peachtree Investment Partners
Florida
$4.58M -$21.8K -40 -0.5%
SC
1647
Steph & Co
Wisconsin
$4.58M -$72.9K -134 -2%
TVWM
1648
Tower View Wealth Management
Wisconsin
$4.57M +$14.7K +27 +0.3%
MWM
1649
Marietta Wealth Management
Georgia
$4.57M -$130K -238 -3%
OCM
1650
Oribel Capital Management
New York
$4.57M +$871K +1,600 +24%