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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 %
TPWA
1651
Twin Peaks Wealth Advisors
California
$4.55M -$170K -312 -4%
GIA
1652
Guyasuta Investment Advisors
Pennsylvania
$4.55M -$98.4K -207 -2%
NG
1653
NWK Group
California
$4.55M +$59.9K +110 +1%
LFG
1654
Lockerman Financial Group
California
$4.53M -$217K -398 -5%
PCS
1655
Personal CFO Solutions
New Jersey
$4.53M +$242K +444 +6%
BFA
1656
Beacon Financial Advisory
Ohio
$4.53M +$677K +1,244 +18%
SCA
1657
Sandy Cove Advisors
Massachusetts
$4.53M -$226K -415 -5%
GSWM
1658
Greenup Street Wealth Management
Michigan
$4.52M +$3.97M +7,292 +714%
LHC
1659
Little House Capital
Massachusetts
$4.52M -$77.8K -143 -2%
NF
1660
Nikulski Financial
Iowa
$4.51M -$356K -654 -7%
SIM
1661
Strategic Investment Management
Virginia
$4.51M -$324K -590 -7%
CVA
1662
Central Valley Advisors
California
$4.48M +$32K +72 +0.7%
TPCM
1663
Two Point Capital Management
New York
$4.48M -$16.9K -31 -0.4%
MP
1664
McDonald Partners
Ohio
$4.46M -$28.8K -53 -0.6%
RGC
1665
Roberts, Glore & Co
Illinois
$4.46M -$723K -1,329 -14%
BSA
1666
Braun Stacey Associates
New York
$4.46M -$88.2K -162 -2%
AIP
1667
Almanack Investment Partners
Pennsylvania
$4.46M +$381K +701 +9%
CWM
1668
Cherrydale Wealth Management
New Jersey
$4.45M +$14.1K +26 +0.3%
LWM
1669
Luminvest Wealth Management
Arizona
$4.45M
JWS
1670
Juncture Wealth Strategies
Arizona
$4.44M -$98.5K -181 -2%
TA
1671
TruWealth Advisors
Louisiana
$4.44M -$3.81K -7 -0.1%
AWMT
1672
AAFMAA Wealth Management & Trust
North Carolina
$4.44M +$3.97M +7,294 +848%
AHL
1673
Abel Hall LLC
Louisiana
$4.43M
GFG
1674
Goldstone Financial Group
Illinois
$4.43M +$93.1K +171 +2%
Nuveen Asset Management
1675
Nuveen Asset Management
Illinois
$4.41M -$256K -469 -5%