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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 %
AAP
1926
Arax Advisory Partners
Colorado
$3.07M +$333K +611 +12%
MCM
1927
MV Capital Management
Maryland
$3.06M +$554K +1,017 +22%
AWP
1928
Ascent Wealth Partners
New York
$3.06M -$4.49M -8,244 -59%
TPWA
1929
TRUE Private Wealth Advisors
Oregon
$3.05M -$204K -374 -6%
TPA
1930
Trivium Point Advisory
Connecticut
$3.03M +$2.17M +3,995 +253%
LA
1931
Lifeworks Advisors
Michigan
$3.03M +$84.9K +156 +3%
CHC
1932
City Holding Co
West Virginia
$3.03M +$5.44K +10 +0.2%
TW
1933
TrinityPoint Wealth
Connecticut
$3.02M +$32.7K +60 +1%
RIA
1934
Realta Investment Advisors
Delaware
$3.02M +$199K +365 +7%
WF
1935
Warner Financial
Maryland
$3.02M +$13.6K +25 +0.5%
BCG
1936
Breakwater Capital Group
New Jersey
$3.02M -$1.09K -2 -0%
EP
1937
EPIQ Partners
Minnesota
$3.01M +$95.8K +176 +3%
SPC
1938
Spirepoint Private Client
Florida
$3M +$28.3K +52 +1%
CPWA
1939
Cerro Pacific Wealth Advisors
California
$3M +$3M +5,515 New
AIM
1940
Acropolis Investment Management
Missouri
$2.99M -$29.9K -55 -1%
E
1941
ETFidea
New York
$2.99M +$436K +802 +17%
MC
1942
Middleton & Co
Massachusetts
$2.99M -$70.7K -130 -2%
WMP
1943
Wealth Management Partners
Arizona
$2.99M +$1.09K +2 +0%
WPC
1944
Waters Parkerson & Co
Louisiana
$2.99M -$127K -234 -4%
IFA
1945
Index Fund Advisors
California
$2.97M +$935K +1,719 +46%
AAMA
1946
Advanced Asset Management Advisors
Ohio
$2.96M -$114K -210 -4%
LGWM
1947
Litman Gregory Wealth Management
California
$2.96M
DW30
1948
Drucker Wealth 3.0
New Jersey
$2.96M +$2.96M +5,435 New
HIC
1949
Holderness Investments Company
North Carolina
$2.96M -$8.16K -15 -0.3%
MIAS
1950
Mason Investment Advisory Services
Virginia
$2.95M -$182K -334 -6%