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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 %
FFG
2101
Fiduciary Financial Group
California
$2.57M -$16K -28 -0.6%
SSW
2102
Stone Summit Wealth
Florida
$2.57M +$204K +356 +9%
CW
2103
Cooksen Wealth
Texas
$2.56M +$4.59K +8 +0.2%
PMG
2104
ProVise Management Group
Florida
$2.55M -$36.1K -63 -1%
TA
2105
TPG Advisors
Illinois
$2.55M +$2.87K +5 +0.1%
RLIM
2106
Red Lighthouse Investment Management
New York
$2.55M -$36.1K -63 -1%
JIR
2107
James Investment Research
Ohio
$2.55M +$15.5K +27 +0.6%
NFSG
2108
Newbridge Financial Services Group
Florida
$2.54M +$192K +335 +8%
CIC
2109
Chilton Investment Company
Connecticut
$2.54M +$1.01M +1,768 +67%
BWM
2110
Bulltick Wealth Management
Florida
$2.53M -$5.31M -9,236 -68%
NCM
2111
Northwest Capital Management
Oregon
$2.53M -$1.15K -2 -0%
CFP
2112
Curran Financial Partners
South Carolina
$2.53M +$101K +176 +4%
TCM
2113
Tufton Capital Management
Maryland
$2.53M +$179K +312 +8%
MWS
2114
Maxwell Wealth Strategies
California
$2.53M -$58.2K -101 -2%
MSG
2115
Main Street Group
Virginia
$2.52M -$32.7K -57 -1%
EWS
2116
Eagle Wealth Strategies
New Jersey
$2.52M
RP
2117
Rice Partnership
Hawaii
$2.51M -$106K -185 -4%
SDWMA
2118
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.51M -$97.5K -170 -4%
SFFS
2119
Stonehage Fleming Financial Services
Jersey
$2.51M -$14.9K -26 -0.6%
ERIC
2120
Eagle Rock Investment Company
Georgia
$2.5M +$116K +202 +5%
QPW
2121
Quantum Private Wealth
Florida
$2.5M
AGWCA
2122
Annis Gardner Whiting Capital Advisors
Florida
$2.5M -$22.4K -39 -0.9%
MCM
2123
Maple Capital Management
Vermont
$2.5M -$53.4K -93 -2%
FFWA
2124
Forthright Family Wealth Advisory
Texas
$2.49M +$273K +449 +12%
AMIM
2125
Aull & Monroe Investment Management
Alabama
$2.49M -$54.5K -95 -2%