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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 %
CAAS
1951
Capital Asset Advisory Services
Michigan
$2.95M -$884K -1,590 -23%
WJA
1952
Willis Johnson & Associates
Texas
$2.95M +$191K +351 +7%
VP
1953
Verum Partners
North Carolina
$2.94M -$45.7K -84 -2%
1IA
1954
1834 Investment Advisors
Wisconsin
$2.94M -$1.09K -2 -0%
PGWM
1955
Pitti Group Wealth Management
New York
$2.93M -$19K -40 -0.6%
EWM
1956
Executive Wealth Management
Michigan
$2.93M -$44.1K -81 -1%
TWP
1957
Tempus Wealth Planning
California
$2.92M +$248K +456 +9%
GWA
1958
Geometric Wealth Advisors
District of Columbia
$2.92M +$298K +548 +11%
ACP
1959
Aviance Capital Partners
Florida
$2.92M +$413K +758 +16%
FA
1960
Flagstar Advisors
New York
$2.92M +$168K +307 +6%
MFC
1961
Miramar Fiduciary Corp
Nevada
$2.91M +$419K +769 +17%
SFG
1962
Snider Financial Group
Washington
$2.91M +$2.91M +5,348 New
MMPW
1963
Mitchell McLeod Pugh & Williams
Alabama
$2.91M +$39.2K +72 +1%
CRIG
1964
Charter Research & Investment Group
Connecticut
$2.91M
RW
1965
Rede Wealth
Virginia
$2.91M -$92K -169 -3%
SIM
1966
Sentry Investment Management
Wisconsin
$2.91M +$2.55M +4,692 +724%
ATS
1967
Ashton Thomas Securities
New York
$2.9M +$2.9M +647 New
ESB
1968
Essex Savings Bank
Connecticut
$2.9M +$64.2K +118 +2%
ECAM
1969
East Coast Asset Management
Massachusetts
$2.89M
PBT
1970
Pictet Bank & Trust
Bahamas
$2.89M
CCG
1971
Catalina Capital Group
California
$2.88M +$16.3K +30 +0.6%
BO
1972
Bank OZK
Arkansas
$2.88M -$47.3K -87 -2%
WN
1973
Williams & Novak
California
$2.88M -$452K -830 -14%
BHWM
1974
Beaird Harris Wealth Management
Texas
$2.87M +$259K +476 +10%
JIP
1975
Jaffetilchin Investment Partners
Florida
$2.87M +$140K +257 +5%