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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 %
BTW
1751
Boston Trust Walden
Massachusetts
$3.91M -$13.1K -24 -0.3%
BCA
1752
Bray Capital Advisors
Florida
$3.91M +$68K +125 +2%
FAT
1753
First American Trust
California
$3.9M -$940K -1,728 -19%
PIM
1754
Parker Investment Management
California
$3.89M -$33.8M -62,025 -90%
SCM
1755
Sterneck Capital Management
Missouri
$3.89M +$39.7K +73 +1%
BIM
1756
Baldwin Investment Management
Pennsylvania
$3.88M -$54.4K -100 -1%
AWM
1757
Accurate Wealth Management
Florida
$3.88M +$122K +217 +3%
BRM
1758
Boston Research & Management
Massachusetts
$3.88M +$65.8K +121 +2%
AFG
1759
Allegheny Financial Group
Pennsylvania
$3.87M +$376K +691 +11%
PFM
1760
Phillips Financial Management
Indiana
$3.86M -$21.8K -40 -0.6%
FUBT
1761
First United Bank & Trust
Maryland
$3.86M -$27.8K -51 -0.7%
AFO
1762
Arrowroot Family Office
California
$3.86M -$114K -209 -3%
AWM
1763
Ameliora Wealth Management
Switzerland
$3.85M
SWMP
1764
Signature Wealth Management Partners
New Jersey
$3.84M +$36.5K +67 +1%
NB
1765
Northwest Bancshares
Pennsylvania
$3.83M -$36.5K -67 -0.9%
PTP
1766
Platform Technology Partners
New York
$3.83M +$3.83M +7,036 New
SWAG
1767
Spectrum Wealth Advisory Group
California
$3.81M +$630K +1,157 +20%
FFP
1768
Forbes Financial Planning
Rhode Island
$3.81M -$58.8K -108 -2%
PPW
1769
Pasadena Private Wealth
California
$3.8M +$89.8K +165 +2%
HWM
1770
Hassell Wealth Management
Louisiana
$3.79M -$5.42K -10 -0.1%
CPG
1771
Cornerstone Planning Group
New Jersey
$3.79M +$2.78M +5,380 +276%
HIG
1772
Heritage Investment Group
Florida
$3.79M +$34.3K +63 +0.9%
IWA
1773
Inspirion Wealth Advisors
Illinois
$3.78M -$104K -191 -3%
SFG
1774
Sterling Financial Group
California
$3.77M +$324K +595 +9%
WIM
1775
Waycross Investment Management
Washington
$3.76M -$290K -532 -7%