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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 %
MFWP
1701
Mosaic Family Wealth Partners
Missouri
$4.27M +$194K +356 +5%
PWP
1702
Private Wealth Partners
California
$4.25M +$544 +1 +0%
EM
1703
ELCO Management
New York
$4.24M +$9.25K +17 +0.2%
BA
1704
BCM Advisors
Louisiana
$4.23M +$2.72K +5 +0.1%
LRWA
1705
Long Run Wealth Advisors
New York
$4.22M -$11.4K -21 -0.3%
FWM
1706
ForthRight Wealth Management
Georgia
$4.21M -$13.1K -24 -0.3%
RA
1707
Regis Acquisition
Colorado
$4.21M -$160K -294 -4%
MAS
1708
Madden Advisory Services
Florida
$4.21M +$155K +285 +4%
LIA
1709
LBMC Investment Advisors
Tennessee
$4.21M -$1.5M -2,757 -26%
MPA
1710
Marvin & Palmer Associates
Delaware
$4.21M -$1.09M -1,658 -21%
SBWIC
1711
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.18M -$31.6K -58 -0.7%
TSWM
1712
Tyler-Stone Wealth Management
Ohio
$4.17M +$116K +213 +3%
CC
1713
Callan Capital
California
$4.13M +$238K +438 +6%
MIC
1714
Meridian Investment Counsel
California
$4.12M +$32.7K +60 +0.8%
MFG
1715
MidWestOne Financial Group
Iowa
$4.12M -$112K -206 -3%
DCM
1716
Donaldson Capital Management
Indiana
$4.09M +$48.4K +89 +1%
BC
1717
Barrett & Company
Rhode Island
$4.09M +$136K +249 +3%
GCA
1718
Genesee Capital Advisors
New York
$4.09M +$1.79M +3,286 +78%
RCA
1719
Ranch Capital Advisors
Florida
$4.08M -$86.7K -159 -2%
CP
1720
Castleview Partners
Texas
$4.08M -$55K -101 -1%
HWA
1721
HCR Wealth Advisors
California
$4.07M +$657K +1,208 +19%
JPLA
1722
Joseph P. Lucia & Associates
New York
$4.07M +$287K +528 +8%
TLA
1723
Tanglewood Legacy Advisors
Texas
$4.06M -$84.4K -155 -2%
VPIM
1724
Vanguard Personalized Indexing Management
California
$4.06M +$86.5K +159 +2%
AWM
1725
Alterna Wealth Management
Texas
$4.06M +$224K +412 +6%