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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 %
NCM
2101
Northwest Capital Management
Oregon
$2.4M -$1.29M -2,372 -35%
JIR
2102
James Investment Research
Ohio
$2.4M -$159K -293 -6%
AT
2103
American Trust
Kentucky
$2.4M -$3.29M -6,040 -58%
IWS
2104
Insight Wealth Strategies
California
$2.4M +$63.7K +117 +3%
AGWCA
2105
Annis Gardner Whiting Capital Advisors
Florida
$2.39M +$31.1K +57 +1%
SFM
2106
Signet Financial Management
New Jersey
$2.39M +$83.3K +153 +4%
SFFS
2107
Stonehage Fleming Financial Services
Jersey
$2.39M -$4.97M -9,140 -68%
EWS
2108
Eagle Wealth Strategies
New Jersey
$2.39M -$15.8K -29 -0.7%
V
2109
VeraBank
Texas
$2.38M -$1.1M -2,017 -32%
PCMH
2110
Polymer Capital Management (HK)
Hong Kong
$2.38M +$2.38M +4,373 New
I2I
2111
Insight 2811 Inc
Illinois
$2.38M -$367K -675 -13%
SWA
2112
Strata Wealth Advisors
Texas
$2.38M -$114K -209 -5%
QPW
2113
Quantum Private Wealth
Florida
$2.37M -$127K -233 -5%
MCM
2114
Morton Capital Management
California
$2.37M +$14.1K +26 +0.6%
NIM
2115
Northeast Investment Management
Massachusetts
$2.37M +$201K +370 +9%
O3W
2116
Omni 360 Wealth
New Jersey
$2.37M -$82.7K -152 -3%
LSIA
2117
LaSalle St. Investment Advisors
Illinois
$2.36M -$9.25K -17 -0.4%
TCM
2118
TruNorth Capital Management
Michigan
$2.36M +$748K +1,374 +46%
BAMG
2119
Brand Asset Management Group
Missouri
$2.35M -$83.3K -153 -3%
POIA
2120
Pin Oak Investment Advisors
Texas
$2.35M -$65.3K -120 -3%
MIC
2121
Means Investment Company
Maine
$2.34M -$193K -354 -8%
TIA
2122
Traphagen Investment Advisors
New Jersey
$2.34M +$272K +499 +13%
BWP
2123
Baldwin Wealth Partners
Massachusetts
$2.34M -$476K -875 -17%
SAM
2124
Sawgrass Asset Management
Florida
$2.33M
LJHT
2125
Laurie J. Hall Trustee
$2.33M +$24.5K +45 +1%