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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 %
CWM
2001
Compass Wealth Management
Connecticut
$2.94M -$30.4K -53 -1%
NCM
2002
Noesis Capital Mangement
Florida
$2.94M +$14.3K +25 +0.5%
ACP
2003
Aviance Capital Partners
Florida
$2.94M -$138K -240 -4%
KPWG
2004
KFA Private Wealth Group
Virginia
$2.94M -$27K -47 -0.9%
SPFA
2005
Summit Place Financial Advisors
New Jersey
$2.94M
TPI
2006
Trust Point Inc
Wisconsin
$2.93M +$175K +305 +6%
PGWM
2007
Pitti Group Wealth Management
New York
$2.93M
AMG
2008
Asset Management Group
Connecticut
$2.93M +$76.3K +133 +3%
SWA
2009
SOA Wealth Advisors
New York
$2.93M -$23.5K -41 -0.8%
SVWG
2010
Shared Vision Wealth Group
United States
$2.91M
VFP
2011
Verus Financial Partners
Virginia
$2.9M +$1.14K +2 +0%
RIM
2012
Redwood Investment Management
Arizona
$2.9M +$1.02M +1,781 +54%
RC
2013
Rovin Capital
Arizona
$2.9M -$40.7K -71 -1%
CFFP
2014
Center for Financial Planning
Michigan
$2.9M -$680K -1,185 -19%
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$2.9M -$3.44K -6 -0.1%
EFG
2016
Erickson Financial Group
Pennsylvania
$2.9M +$34.4K +60 +1%
EAM
2017
Eagle Asset Management
Florida
$2.89M +$2.41M +4,032 +502%
W
2018
Wealthquest
Ohio
$2.89M +$28.4K +50 +1%
WMP
2019
Wealth Management Partners
Arizona
$2.88M -$267K -466 -8%
SAM
2020
Secure Asset Management
Michigan
$2.88M +$211K +367 +8%
XF
2021
XML Financial
Maryland
$2.88M +$37.9K +66 +1%
KWM
2022
Keebeck Wealth Management
Illinois
$2.87M -$50.1K -87 -2%
IDA
2023
Intelligence Driven Advisers
California
$2.87M -$43K -75 -1%
SIM
2024
Sentry Investment Management
Wisconsin
$2.87M -$191K -333 -6%
NA
2025
Nottingham Advisors
New York
$2.87M +$416K +725 +17%