SPY icon

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 %
FAM
1976
Flaharty Asset Management
Florida
$3.02M -$223K -388 -7%
BO
1977
Bank OZK
Arkansas
$3.02M -$13.8K -24 -0.5%
HCA
1978
Harbour Capital Advisors
Virginia
$3.02M -$283K -490 -9%
MWM
1979
Merriman Wealth Management
Washington
$3.02M +$19K +33 +0.6%
SSWM
1980
Strait & Sound Wealth Management
California
$3.01M -$298K -519 -9%
HIC
1981
Holderness Investments Company
North Carolina
$3.01M -$109K -190 -3%
PAG
1982
Paladin Advisory Group
Iowa
$3.01M -$2.87K -5 -0.1%
WN
1983
Williams & Novak
California
$3M -$31.6K -55 -1%
DWA
1984
Douglass Winthrop Advisors
New York
$3M +$219K +382 +8%
LFP
1985
Leeward Financial Partners
Washington
$2.99M
SFS
1986
Summit Financial Strategies
Ohio
$2.99M +$2.87K +5 +0.1%
PAMG
1987
Patton Albertson Miller Group
Tennessee
$2.99M -$5.74K -10 -0.2%
MTC
1988
McDaniel Terry & Co
Texas
$2.99M +$796K +1,387 +36%
PCM
1989
Parsons Capital Management
Rhode Island
$2.98M +$7.46K +13 +0.3%
PWS
1990
Peterson Wealth Services
Utah
$2.98M +$1.15K +2 +0%
SFG
1991
Sather Financial Group
Texas
$2.98M -$975K -1,700 -25%
GKIM
1992
GW&K Investment Management
Massachusetts
$2.98M +$134K +234 +5%
VWA
1993
Visionary Wealth Advisors
Illinois
$2.98M -$318K -554 -10%
CSA
1994
Cottage Street Advisors
Massachusetts
$2.98M -$30.4K -53 -1%
SFWA
1995
Summit Financial Wealth Advisors
Louisiana
$2.97M +$64.3K +112 +2%
PCM
1996
Prelude Capital Management
New York
$2.97M +$626K +1,091 +27%
SN
1997
Sittner & Nelson
Oregon
$2.97M -$12.6K -22 -0.4%
WPW
1998
Watershed Private Wealth
Illinois
$2.97M
AAMA
1999
Advanced Asset Management Advisors
Ohio
$2.96M
MSS
2000
Mitchell Sinkler & Starr
Pennsylvania
$2.96M +$430K +985 +17%