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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 %
WFAG
1851
Worth Financial Advisory Group
North Carolina
$3.6M +$142K +248 +4%
MTIM
1852
Marathon Trading Investment Management
Pennsylvania
$3.59M -$81.5M -141,961 -96%
CAM
1853
Councilmark Asset Management
Tennessee
$3.58M
PP
1854
PDS Planning
Ohio
$3.58M +$118K +205 +3%
KLI
1855
Kelman-Lazarov Inc
Tennessee
$3.58M -$8.61K -15 -0.2%
OWM
1856
Orgel Wealth Management
Wisconsin
$3.58M +$964K +1,681 +37%
FVCM
1857
F&V Capital Management
Florida
$3.57M -$57.4K -100 -2%
FA
1858
Fagan Associates
New York
$3.57M -$28.1K -49 -0.8%
HNWA
1859
Henrickson Nauta Wealth Advisors
Michigan
$3.57M +$259K +452 +8%
VWM
1860
Valley Wealth Managers
New Jersey
$3.56M +$223K +388 +7%
OCM
1861
Oribel Capital Management
New York
$3.56M -$1.26M -2,200 -26%
SCG
1862
Sonata Capital Group
Washington
$3.55M +$312K +543 +10%
FWM
1863
Forza Wealth Management
Florida
$3.54M +$236K +412 +7%
FIB
1864
First Interstate Bank
Montana
$3.54M -$423K -738 -11%
CWM
1865
Cahill Wealth Management
Michigan
$3.53M +$1.15K +2 +0%
RFA
1866
Rollins Financial Advisors
New York
$3.53M -$139K -242 -4%
OWA
1867
Octavia Wealth Advisors
Ohio
$3.52M +$268K +465 +8%
TH
1868
TCTC Holdings
Texas
$3.5M +$2.85M +4,975 +441%
CCT
1869
Capital City Trust
Florida
$3.49M +$62.5K +109 +2%
BTW
1870
Boston Trust Walden
Massachusetts
$3.48M -$644K -1,122 -16%
SCM
1871
Silvant Capital Management
Georgia
$3.48M -$230K -400 -6%
BA
1872
BCM Advisors
Louisiana
$3.48M -$957K -1,679 -22%
PNC
1873
Park National Corp
Ohio
$3.48M +$40.7K +71 +1%
CCG
1874
Catalina Capital Group
California
$3.47M +$433K +755 +14%
NCM
1875
Northside Capital Management
Oregon
$3.47M +$749K +1,306 +28%