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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 %
PCM
1851
Permanent Capital Management
Illinois
$3.4M +$3.4M +5,482 New
CFFP
1852
Center for Financial Planning
Michigan
$3.4M -$52.2K -96 -2%
BWM
1853
BNC Wealth Management
Oregon
$3.38M -$67.5K -124 -2%
FEM
1854
Fulcrum Equity Management
Texas
$3.36M +$383K +703 +13%
MAM
1855
Marquette Asset Management
Minnesota
$3.36M +$441K +811 +15%
CCG
1856
Coastwise Capital Group
California
$3.35M -$158K -291 -5%
CCMG
1857
Clark Capital Management Group
Pennsylvania
$3.35M -$254K -467 -7%
CWM
1858
Cahill Wealth Management
Michigan
$3.35M +$544 +1 +0%
CWA
1859
Capital Wealth Alliance
Arizona
$3.34M +$2.86M +5,261 +606%
HFA
1860
High Falls Advisors
New York
$3.32M -$141K -259 -4%
KDA
1861
Kraft Davis & Associates
Missouri
$3.32M +$576K +1,059 +21%
SIMG
1862
Sonora Investment Management Group
Arizona
$3.32M
CPC
1863
Consolidated Planning Corp
Georgia
$3.31M -$3.33M -6,125 -50%
RWP
1864
Revolve Wealth Partners
New Jersey
$3.31M -$59.9K -110 -2%
RWA
1865
Redmont Wealth Advisors
Illinois
$3.31M -$150K -276 -4%
CA
1866
Continuum Advisory
Idaho
$3.3M +$156K +286 +5%
MMH
1867
Menora Mivtachim Holdings
Israel
$3.29M
PP
1868
PDS Planning
Ohio
$3.29M +$1.39M +2,557 +73%
MIM
1869
Merrion Investment Management
New Jersey
$3.28M -$393K -723 -11%
WFAG
1870
Worth Financial Advisory Group
North Carolina
$3.28M +$236K +434 +8%
JSC
1871
Jackson Square Capital
California
$3.26M +$40.8K +75 +1%
EL
1872
Essex LLC
Illinois
$3.26M +$3.26M +5,991 New
WAS
1873
Winch Advisory Services
Wisconsin
$3.26M +$215K +395 +7%
SCM
1874
SOL Capital Management
Maryland
$3.26M +$13.6K +25 +0.4%
HHAA
1875
Henry H. Armstrong Associates
Pennsylvania
$3.26M