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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 %
Cohen & Steers
1676
Cohen & Steers
New York
$4.62M
PIP
1677
Peachtree Investment Partners
Florida
$4.6M -$229K -399 -5%
1WM
1678
1900 Wealth Management
Texas
$4.6M -$6.31K -11 -0.1%
AIM
1679
Anchor Investment Management
South Carolina
$4.59M +$1.56M +2,720 +52%
PAM
1680
Pegasus Asset Management
New York
$4.58M -$24.7K -43 -0.5%
RWP
1681
Ridgecrest Wealth Partners
California
$4.57M
JHCP
1682
Jackson Hole Capital Partners
Oklahoma
$4.57M +$574 +1 +0%
FLI
1683
Family Legacy Inc
South Carolina
$4.56M -$73.4K -128 -2%
TA
1684
TruWealth Advisors
Louisiana
$4.55M -$132K -230 -3%
WAM
1685
Weinberger Asset Management
California
$4.55M -$67.1K -117 -1%
MFWP
1686
Mosaic Family Wealth Partners
Missouri
$4.54M +$38.4K +67 +0.9%
CCM
1687
Cohen Capital Management
California
$4.54M +$1.15K +2 +0%
CWM
1688
Chesapeake Wealth Management
Virginia
$4.54M +$23K +40 +0.5%
AIP
1689
Almanack Investment Partners
Pennsylvania
$4.53M -$165K -288 -4%
LSIA
1690
LaSalle St. Investment Advisors
Illinois
$4.52M +$2.03M +3,545 +82%
PIWA
1691
Prevail Innovative Wealth Advisors
Kansas
$4.52M +$4.52M +7,870 New
SPP
1692
Single Point Partners
Massachusetts
$4.5M -$4.59K -8 -0.1%
VPIM
1693
Vanguard Personalized Indexing Management
California
$4.49M +$216K +377 +5%
LFA
1694
Laraway Financial Advisors
Minnesota
$4.49M -$104K -182 -2%
AWM
1695
Ameliora Wealth Management
Switzerland
$4.47M +$413K +720 +10%
BSA
1696
Braun Stacey Associates
New York
$4.47M -$227K -395 -5%
EM
1697
ELCO Management
New York
$4.47M +$2.87K +5 +0.1%
TPWA
1698
Twin Peaks Wealth Advisors
California
$4.47M -$326K -569 -7%
LA
1699
Latitude Advisors
Florida
$4.45M -$2.28M -3,972 -34%
LRWA
1700
Long Run Wealth Advisors
New York
$4.45M