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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 %
MIAS
1951
Mason Investment Advisory Services
Virginia
$3.11M -$8.03K -14 -0.3%
FFM
1952
Fullerton Fund Management
Singapore
$3.1M -$4.91M -8,565 -61%
CPWA
1953
Cerro Pacific Wealth Advisors
California
$3.09M +$92K +169 +3%
UAS
1954
United Asset Strategies
New York
$3.09M -$2.23M -3,888 -42%
CRIG
1955
Charter Research & Investment Group
Connecticut
$3.09M +$24.7K +43 +0.8%
SCP
1956
Sivia Capital Partners
California
$3.09M -$514K -895 -14%
HAM
1957
Harmony Asset Management
Arizona
$3.08M -$178K -311 -5%
LSA
1958
Lion Street Advisors
Texas
$3.07M +$92.9K +162 +3%
MMPW
1959
Mitchell McLeod Pugh & Williams
Alabama
$3.07M +$2.87K +5 +0.1%
MFC
1960
Miramar Fiduciary Corp
Nevada
$3.07M
WPC
1961
Waters Parkerson & Co
Louisiana
$3.06M -$84.3K -147 -3%
1IA
1962
1834 Investment Advisors
Wisconsin
$3.06M -$35.6K -62 -1%
RW
1963
Rede Wealth
Virginia
$3.06M -$4.59K -8 -0.1%
SL
1964
Stevard LLC
Illinois
$3.05M -$2.62M -4,569 -46%
ECAM
1965
East Coast Asset Management
Massachusetts
$3.05M
MC
1966
Middleton & Co
Massachusetts
$3.05M -$102K -177 -3%
RWA
1967
Redmont Wealth Advisors
Illinois
$3.05M -$446K -778 -13%
GWA
1968
Geometric Wealth Advisors
District of Columbia
$3.04M -$40.2K -70 -1%
VP
1969
Verum Partners
North Carolina
$3.04M -$65.4K -114 -2%
EWM
1970
Executive Wealth Management
Michigan
$3.04M -$47.6K -83 -2%
ESB
1971
Essex Savings Bank
Connecticut
$3.03M -$18.9K -33 -0.6%
TCM
1972
TruNorth Capital Management
Michigan
$3.03M +$547K +953 +22%
CCA
1973
Checchi Capital Advisers
California
$3.03M +$957K +1,667 +46%
NCM
1974
Next Capital Management
New York
$3.03M +$138K +240 +5%
IF
1975
Ironwood Financial
Arizona
$3.02M +$170K +296 +6%