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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 %
TF
1626
Tompkins Financial
New York
$5.01M -$118K -206 -2%
ML
1627
McAdam LLC
Pennsylvania
$5M -$31K -54 -0.6%
OGF
1628
Orin Green Financial
California
$5M -$5.74K -10 -0.1%
MPWT
1629
MassMutual Private Wealth & Trust
Connecticut
$5M -$6.11M -10,646 -55%
WA1
1630
Wimmer Associates 1
California
$4.99M -$40.2K -70 -0.8%
IPW
1631
Impact Partnership Wealth
Georgia
$4.99M +$1.29M +2,257 +35%
FFA
1632
Founders Financial Alliance
North Carolina
$4.98M -$275K -479 -5%
ACP
1633
Arcus Capital Partners
Georgia
$4.98M -$246K -428 -5%
RWM
1634
RKL Wealth Management
Pennsylvania
$4.97M +$574 +1 +0%
SRC
1635
Sage Rhino Capital
California
$4.97M +$10.9K +19 +0.2%
BWM
1636
Baron Wealth Management
Michigan
$4.97M +$4.59K +8 +0.1%
AB
1637
Atlas Brown
Kentucky
$4.96M -$55.7K -97 -1%
PCS
1638
Personal CFO Solutions
New Jersey
$4.93M +$158K +276 +3%
FWM
1639
ForthRight Wealth Management
Georgia
$4.93M +$483K +842 +11%
APW
1640
Austin Private Wealth
Texas
$4.92M +$788K +1,374 +19%
AAA
1641
American Alpha Advisors
New York
$4.91M +$4.91M +8,554 New
BA
1642
Bridge Advisory
California
$4.91M -$5.16K -9 -0.1%
DIM
1643
Delta Investment Management
California
$4.9M +$359K +626 +8%
LFG
1644
Lockerman Financial Group
California
$4.9M +$118K +205 +2%
JAG
1645
Journey Advisory Group
Kentucky
$4.87M +$59.9K +110 +1%
BWA
1646
BlueSky Wealth Advisors
North Carolina
$4.85M -$80.3K -140 -2%
MWM
1647
Marietta Wealth Management
Georgia
$4.83M +$11.5K +20 +0.2%
SC
1648
Steph & Co
Wisconsin
$4.83M
AF
1649
Aldebaran Financial
$4.82M +$224K +390 +5%
Nuveen Asset Management
1650
Nuveen Asset Management
Illinois
$4.82M +$176K +307 +4%