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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 %
TSMHT
1901
Thurston Springer Miller Herd & Titak
Indiana
$3.14M +$3.14M +5,765 New
HNWA
1902
Henrickson Nauta Wealth Advisors
Michigan
$3.14M +$477K +876 +18%
SSWM
1903
Strait & Sound Wealth Management
California
$3.14M -$386K -709 -11%
BF
1904
Blankinship & Foster
California
$3.14M +$1.63K +3 +0.1%
FWM
1905
Forza Wealth Management
Florida
$3.13M
FWM
1906
Fairhaven Wealth Management
Illinois
$3.13M -$269K -495 -8%
CFG
1907
Cooper Financial Group
California
$3.13M +$574K +1,054 +22%
VWA
1908
Visionary Wealth Advisors
Illinois
$3.13M -$13.1K -24 -0.4%
THL
1909
Tillman Hartley LLC
Colorado
$3.12M
SIG
1910
Sky Investment Group
Connecticut
$3.12M -$3.03M
HCA
1911
Harbour Capital Advisors
Virginia
$3.12M +$75.3K +138 +2%
PGWM
1912
Parisi Gray Wealth Management
New Jersey
$3.11M -$158K -291 -5%
LW
1913
Libra Wealth
California
$3.1M
ME
1914
McIlrath & Eck
Washington
$3.1M -$1.63K -3 -0.1%
RSVP
1915
Ramsay Stattman Vela & Price
Colorado
$3.1M -$10.3K -19 -0.3%
SIA
1916
SkyView Investment Advisors
New Jersey
$3.1M
OWA
1917
Outlook Wealth Advisors
Texas
$3.1M -$817K -1,502 -21%
HAM
1918
Harmony Asset Management
Arizona
$3.09M -$284K -521 -8%
NSAM
1919
North Star Asset Management
Wisconsin
$3.09M -$10.9K -20 -0.4%
OWA
1920
Octavia Wealth Advisors
Ohio
$3.09M +$448K +820 +17%
NRI
1921
NFP Retirement Inc
California
$3.08M -$509K -934 -14%
AAIM
1922
Asset Advisors Investment Management
Georgia
$3.08M -$611K -1,122 -17%
FAM
1923
Flaharty Asset Management
Florida
$3.08M -$79.5K -146 -3%
SCG
1924
Sonata Capital Group
Washington
$3.07M +$353K +648 +13%
RMAM
1925
Raab & Moskowitz Asset Management
New Jersey
$3.07M -$27.2K -50 -0.9%