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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 %
BWG
2376
Beta Wealth Group
California
$1.7M -$18.9K -33 -1%
CWM
2377
Chemistry Wealth Management
New York
$1.7M +$152K +265 +10%
EB
2378
Exchange Bank
California
$1.69M -$5.16K -9 -0.3%
CSWM
2379
Cassady Schiller Wealth Management
Ohio
$1.68M -$119K -208 -7%
LK
2380
Lumbard & Kellner
New Hampshire
$1.68M
CA
2381
CapWealth Advisors
Tennessee
$1.68M +$1.02M +1,774 +154%
WSCM
2382
Wellington Shields Capital Management
New York
$1.67M +$178K +311 +12%
AAM
2383
AMI Asset Management
California
$1.67M +$1.67M +2,917 New
CWA
2384
Consilium Wealth Advisory
Texas
$1.67M -$234K -407 -12%
EFMC
2385
Empire Financial Management Company
New York
$1.67M +$2.87K +5 +0.2%
SCM
2386
Spring Capital Management
Texas
$1.67M -$295K -690 -15%
NA
2387
Navellier & Associates
Nevada
$1.66M -$129K -225 -7%
IWS
2388
Integrity Wealth Solutions
Colorado
$1.66M -$70.8K -123 -4%
MPW
2389
MA Private Wealth
California
$1.66M -$43.6K -76 -3%
FFG
2390
Frisch Financial Group
New York
$1.66M -$707K -1,228 -30%
PCA
2391
Private Capital Advisors
Connecticut
$1.66M +$28.7K +50 +2%
MLIC
2392
Mandatum Life Insurance Company
Finland
$1.66M
SEM
2393
Suncoast Equity Management
Florida
$1.65M +$67.7K +118 +4%
BHIA
2394
Birch Hill Investment Advisors
Massachusetts
$1.65M +$1.15K +2 +0.1%
CIP
2395
Chartwell Investment Partners
Pennsylvania
$1.65M -$69.4K -121 -4%
NOI
2396
Newton One Investments
Delaware
$1.65M +$830K +1,447 +101%
WKSWA
2397
White Knight Strategic Wealth Advisors
New Jersey
$1.65M -$135K -236 -8%
RFA
2398
Register Financial Advisors
Georgia
$1.65M +$574 +1 +0%
BWM
2399
BlackDiamond Wealth Management
New York
$1.65M -$14.9K -25 -0.9%
CNC
2400
Citizens & Northern Corp
Pennsylvania
$1.65M -$10.3K -18 -0.6%