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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 %
LWIC
2226
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.1M -$2.3K -4 -0.1%
CAM
2227
Congress Asset Management
Massachusetts
$2.1M +$238K +414 +13%
LPT
2228
Legacy Private Trust
Wisconsin
$2.09M +$34.4K +60 +2%
MWM
2229
Melfa Wealth Management
Massachusetts
$2.09M -$27.5K -48 -1%
UIA
2230
Ulland Investment Advisors
Minnesota
$2.09M +$463K +807 +28%
BCP
2231
Blue Chip Partners
Michigan
$2.09M -$49.9K -87 -2%
SIP
2232
Stoneridge Investment Partners
Pennsylvania
$2.09M -$121K -211 -5%
RIG
2233
Renaissance Investment Group
Massachusetts
$2.08M -$9.18K -16 -0.4%
CWS
2234
Confluence Wealth Services
Pennsylvania
$2.08M -$911K -1,588 -30%
SSWM
2235
Smith Salley Wealth Management
North Carolina
$2.07M +$135K +235 +7%
WSC
2236
Wellington Shields & Co
New York
$2.07M +$212K +369 +11%
HP
2237
Holistic Planning
Texas
$2.07M +$51.6K +90 +3%
SL
2238
Sentry LLC
Tennessee
$2.06M
JPMIA
2239
J.P. Marvel Investment Advisors
Massachusetts
$2.06M
GWM
2240
Graybill Wealth Management
Illinois
$2.06M -$59.1K -103 -3%
LP
2241
LMR Partners
United Kingdom
$2.06M +$2.06M +3,589 New
MC
2242
McCarthy & Cox
Ohio
$2.06M +$46.5K +81 +2%
MFGM
2243
Marshall Financial Group (Maryland)
Maryland
$2.05M +$27.5K +48 +1%
AWAG
2244
ARS Wealth Advisors Group
Florida
$2.05M -$47.6K -83 -2%
OAM
2245
Oberweis Asset Management
Illinois
$2.05M -$3.44K -6 -0.2%
VNA
2246
Valley National Advisers
Pennsylvania
$2.05M +$80.9K +141 +4%
MJRIC
2247
Mogy Joel R Investment Counsel
California
$2.05M
TIA
2248
Traphagen Investment Advisors
New Jersey
$2.05M -$416K -725 -17%
PC
2249
Permanens Capital
New York
$2.04M +$20.7K +36 +1%
AWA
2250
Arbor Wealth Advisors
Michigan
$2.04M