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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 %
Fisher Asset Management
1701
Fisher Asset Management
Washington
$4.44M +$654K +1,140 +17%
DSN
1702
D. Scott Neal
Kentucky
$4.44M +$2.56M +4,453 +137%
ECG
1703
EPIQ Capital Group
California
$4.43M +$161K +280 +4%
PWM
1704
Power Wealth Management
Georgia
$4.43M -$198K -345 -4%
Harris Associates
1705
Harris Associates
Illinois
$4.41M +$3.81M +6,637 +631%
AT
1706
Avalon Trust
New Mexico
$4.41M -$130K -226 -3%
LCS
1707
Levin Capital Strategies
New York
$4.38M -$198K -345 -4%
TCWM
1708
Total Clarity Wealth Management
Illinois
$4.38M -$793K -1,382 -15%
LIA
1709
LBMC Investment Advisors
Tennessee
$4.37M -$71.7K -125 -2%
UWM
1710
USAdvisors Wealth Management
Minnesota
$4.36M +$237K +414 +6%
AAM
1711
Ameraudi Asset Management
New York
$4.36M -$280K -488 -6%
MAS
1712
Madden Advisory Services
Florida
$4.36M -$80.3K -140 -2%
PFA
1713
Plotkin Financial Advisors
Maryland
$4.36M +$490K +854 +13%
CBA
1714
Coastal Bridge Advisors
Connecticut
$4.36M +$125K +218 +3%
SBWIC
1715
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.34M -$61.4K -107 -1%
CC
1716
Callan Capital
California
$4.34M -$9.18K -16 -0.2%
MFG
1717
MidWestOne Financial Group
Iowa
$4.34M
PWPS
1718
Pinnacle Wealth Planning Services
Ohio
$4.32M +$72.9K +127 +2%
AFP
1719
Ausdal Financial Partners
Iowa
$4.32M +$404K +705 +10%
PWP
1720
Pursue Wealth Partners
California
$4.32M -$305K -531 -7%
DFA
1721
DHJJ Financial Advisors
Illinois
$4.3M +$40.2K +70 +0.9%
GFG
1722
Goldstone Financial Group
Illinois
$4.29M -$372K -649 -8%
TLCM
1723
Twin Lakes Capital Management
California
$4.28M +$10.3K +18 +0.2%
TLA
1724
Tanglewood Legacy Advisors
Texas
$4.28M -$3.44K -6 -0.1%
WC
1725
Woodstock Corp
Massachusetts
$4.27M +$36.1K +63 +0.9%