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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 %
LCM
2201
Lazari Capital Management
California
$2.17M -$152K -265 -7%
FWM
2202
FMB Wealth Management
California
$2.17M
CCM
2203
Canal Capital Management
Virginia
$2.16M -$13.2K -23 -0.6%
AAIM
2204
Asset Advisors Investment Management
Georgia
$2.16M -$1.09M -1,905 -34%
SSWM
2205
Sheets Smith Wealth Management
North Carolina
$2.16M -$221K -385 -9%
AWM
2206
Arista Wealth Management
Nevada
$2.16M -$129K -225 -6%
MA
2207
Modus Advisors
Minnesota
$2.15M +$50.5K +88 +2%
FWP
2208
Falcon Wealth Planning
California
$2.15M -$24.7K -43 -1%
RWI
2209
Red Wave Investments
Pennsylvania
$2.15M +$57.4K +100 +3%
BFA
2210
Bill Few Associates
Pennsylvania
$2.14M +$368K +642 +21%
OA
2211
Oxbow Advisors
Texas
$2.14M -$107K -187 -5%
HCM
2212
Hutchinson Capital Management
California
$2.14M +$237K +413 +12%
RFS
2213
Richardson Financial Services
Massachusetts
$2.14M +$504K +915 +31%
WWM
2214
Wagner Wealth Management
South Carolina
$2.14M -$9.18K -16 -0.4%
LWA
2215
Lantern Wealth Advisors
New York
$2.13M +$189K +330 +10%
MA
2216
McBroom & Associates
Nevada
$2.13M -$4.02K -7 -0.2%
SWM
2217
Selective Wealth Management
Virginia
$2.13M -$29.2K -51 -1%
APS
2218
American Planning Services
Florida
$2.13M -$7.46K -13 -0.3%
DI
2219
Disciplined Investments
Oklahoma
$2.13M -$23K -40 -1%
UAG
2220
United Advisor Group
Ohio
$2.13M +$318K +555 +18%
CG
2221
CFO4Life Group
Texas
$2.12M +$574 +1 +0%
LCM
2222
Logan Capital Management
Pennsylvania
$2.12M +$28.1K +49 +1%
IIA
2223
ICW Investment Advisors
Arizona
$2.12M +$5.74K +10 +0.3%
V
2224
VeraBank
Texas
$2.11M -$402K -700 -16%
MCWS
2225
McKinley Carter Wealth Services
West Virginia
$2.11M +$166K +289 +9%