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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 %
OAS
2026
Optivise Advisory Services
Tennessee
$2.87M -$1.98M -3,447 -41%
Point72 Asset Management
2027
Point72 Asset Management
Connecticut
$2.87M -$5.74M -10,000 -67%
AAMC
2028
Asset Allocation & Management Company
Illinois
$2.86M
EK
2029
Evensky & Katz
Florida
$2.86M -$35K -61 -1%
CIA
2030
Cape Investment Advisory
Georgia
$2.84M +$145K +252 +5%
BIA
2031
BHK Investment Advisors
Alabama
$2.83M +$5.74K +10 +0.2%
MC
2032
Mathes Company
New York
$2.83M
MSA
2033
McAlister Sweet & Associates
Texas
$2.83M -$2.02M -3,513 -42%
BFA
2034
Beaumont Financial Advisors
Massachusetts
$2.83M +$271K +472 +11%
WWM
2035
Waterway Wealth Management
Texas
$2.82M +$8.61K +15 +0.3%
IIM
2036
InTrack Investment Management
Vermont
$2.82M -$164K -285 -5%
HCP
2037
Holt Capital Partners
Texas
$2.82M +$20.7K +36 +0.7%
SA
2038
Strategic Advisors
New York
$2.82M -$582K -1,015 -17%
PBC
2039
Pavion Blue Capital
California
$2.81M -$24.7K -43 -0.9%
BOPW
2040
Brandywine Oak Private Wealth
Pennsylvania
$2.81M +$179K +312 +7%
PWM
2041
PBMares Wealth Management
Virginia
$2.8M -$224K -391 -7%
EWM
2042
Elite Wealth Management
Washington
$2.8M -$1.15M -2,004 -29%
PP
2043
Prosperity Planning
Missouri
$2.79M -$118K -205 -4%
KOC
2044
Koss-Olinger Consulting
Florida
$2.79M +$23K +40 +0.8%
PWG
2045
Private Wealth Group
Florida
$2.78M
ZCI
2046
Zevenbergen Capital Investments
Washington
$2.78M -$142K -248 -5%
LFA
2047
Longview Financial Advisors
Alabama
$2.77M +$5.74K +10 +0.2%
TF
2048
Tudor Financial
Ohio
$2.77M +$2.77M +4,824 New
PFGIA
2049
Patriot Financial Group Insurance Agency
Massachusetts
$2.76M +$106K +185 +4%
SC
2050
Searle & Co
Connecticut
$2.76M -$75.7K -132 -3%