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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 %
AIM
1976
Anchor Investment Management
South Carolina
$2.87M +$51.7K +95 +2%
PWM
1977
PBMares Wealth Management
Virginia
$2.87M -$4.9K -9 -0.2%
PAG
1978
Paladin Advisory Group
Iowa
$2.86M +$61.6K +113 +2%
CSA
1979
Cottage Street Advisors
Massachusetts
$2.85M +$143K +263 +5%
MWM
1980
Merriman Wealth Management
Washington
$2.84M +$423K +775 +17%
PAMG
1981
Patton Albertson Miller Group
Tennessee
$2.84M -$20.7K -38 -0.7%
LKIM
1982
Lawson Kroeker Investment Management
Nebraska
$2.84M +$234K +430 +9%
LFP
1983
Leeward Financial Partners
Washington
$2.84M
CWS
1984
Confluence Wealth Services
Pennsylvania
$2.84M +$830K +1,525 +41%
IIM
1985
InTrack Investment Management
Vermont
$2.83M -$18K -33 -0.6%
SFS
1986
Summit Financial Strategies
Ohio
$2.83M +$16.3K +30 +0.6%
LSA
1987
Lion Street Advisors
Texas
$2.83M -$120K -220 -4%
SN
1988
Sittner & Nelson
Oregon
$2.82M -$190K -350 -6%
PWS
1989
Peterson Wealth Services
Utah
$2.82M +$1.09K +2 +0%
CWM
1990
Compass Wealth Management
Connecticut
$2.82M -$2.18K -4 -0.1%
RFA
1991
Resurgent Financial Advisors
Georgia
$2.82M +$101K +185 +4%
PCM
1992
Parsons Capital Management
Rhode Island
$2.82M -$13.1K -24 -0.5%
KPWG
1993
KFA Private Wealth Group
Virginia
$2.81M +$84.9K +156 +3%
WPW
1994
Watershed Private Wealth
Illinois
$2.81M -$127K -233 -4%
SWA
1995
SOA Wealth Advisors
New York
$2.8M +$110K +202 +4%
NRG
1996
Nemes Rush Group
Michigan
$2.8M +$43.5K +80 +2%
RC
1997
Rovin Capital
Arizona
$2.79M -$66.4K -122 -2%
FSWA
1998
Financial Synergies Wealth Advisors
Texas
$2.79M +$565K +1,039 +25%
SPFA
1999
Summit Place Financial Advisors
New Jersey
$2.78M -$51.7K -95 -2%
VFP
2000
Verus Financial Partners
Virginia
$2.78M -$137K -251 -5%