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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 %
WA
1801
WestEnd Advisors
North Carolina
$3.82M -$2.75M -4,789 -42%
GLLW
1802
Graves Light Lenhart Wealth
Virginia
$3.82M -$1.62M -2,825 -30%
EWP
1803
Elevation Wealth Partners
California
$3.81M +$382K +666 +11%
HWM
1804
Howard Wealth Management
Connecticut
$3.81M +$4.02K +7 +0.1%
EWM
1805
Edge Wealth Management
New York
$3.8M -$33.3K -58 -0.9%
HFBOT
1806
Home Federal Bank of Tennessee
Tennessee
$3.79M +$9.75K +17 +0.3%
AI
1807
ArchPoint Investors
Florida
$3.79M
FL
1808
FreeGulliver LLC
Louisiana
$3.78M +$2.26M +3,931 +148%
FFA
1809
Fragasso Financial Advisors
Pennsylvania
$3.78M -$160K -278 -4%
TCM
1810
Traynor Capital Management
Pennsylvania
$3.77M +$87.8K +153 +2%
IWA
1811
Inspirion Wealth Advisors
Illinois
$3.76M -$229K -399 -6%
BFIM
1812
Beese Fulmer Investment Management
Ohio
$3.75M +$1.02M +1,786 +38%
SCM
1813
SOL Capital Management
Maryland
$3.75M +$310K +540 +9%
CIP
1814
Capital Insight Partners
Arizona
$3.74M -$63.7K -111 -2%
MGWM
1815
Marks Group Wealth Management
Minnesota
$3.74M -$574 -1 -0%
GIM
1816
Gold Investment Management
Alberta, Canada
$3.73M -$177K -309 -5%
HP
1817
Highlander Partners
Texas
$3.73M
EHC
1818
Everett Harris & Co
California
$3.72M -$20.1K -35 -0.5%
BEAM
1819
Baker Ellis Asset Management
Washington
$3.72M -$23K -40 -0.6%
FCB
1820
First County Bank
Connecticut
$3.71M +$1.52M +2,645 +69%
AFO
1821
Arrowroot Family Office
California
$3.71M -$360K -627 -9%
OBWG
1822
Onyx Bridge Wealth Group
New York
$3.7M -$73.4K -128 -2%
RMA
1823
Roffman Miller Associates
Pennsylvania
$3.7M +$1.36M +2,362 +58%
APG
1824
Abacus Planning Group
South Carolina
$3.7M +$83.2K +145 +2%
IIC
1825
Ironwood Investment Counsel
Arizona
$3.69M -$125K -218 -3%