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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 %
CJ
2426
Caitlin John
Michigan
$1.58M +$17.3K +29 +1%
CICC
2427
Capital Investment Counsel (Colorado)
Colorado
$1.58M
FB
2428
Fulton Bank
Pennsylvania
$1.58M -$228K -397 -13%
BMC
2429
Beaton Management Company
Massachusetts
$1.58M +$91.8K +160 +6%
LF
2430
Lantz Financial
Illinois
$1.58M +$6.89K +12 +0.4%
CCA
2431
Clearwater Capital Advisors
Illinois
$1.58M -$118K -205 -7%
MWM
2432
Mosley Wealth Management
California
$1.58M +$576K +987 +58%
BCM
2433
Bourgeon Capital Management
Connecticut
$1.57M +$10.3K +18 +0.7%
VBFP
2434
Valtinson Bruner Financial Planning
Minnesota
$1.57M -$2.87K -5 -0.2%
JWM
2435
JGP Wealth Management
Oregon
$1.57M +$1.07M +1,867 +213%
FFG
2436
Fortem Financial Group
California
$1.57M +$30.4K +53 +2%
FC
2437
Forte Capital
New York
$1.57M -$88.9K -155 -5%
PA
2438
Parkside Advisors
California
$1.57M -$83.4K -145 -5%
CPA
2439
Capital Planning Advisors
California
$1.56M
PF
2440
Parker Financial
Washington
$1.56M -$742K -1,294 -32%
SFP
2441
Sterling Financial Planning
New Jersey
$1.56M -$4.59K -8 -0.3%
TSWM
2442
Triangle Securities Wealth Management
North Carolina
$1.55M +$64.3K +112 +4%
GAA
2443
Guardian Asset Advisors
Pennsylvania
$1.55M -$1.21M -2,114 -44%
CASB
2444
Cape Ann Savings Bank
Massachusetts
$1.55M +$339K +590 +28%
RA
2445
Riverstone Advisors
Texas
$1.54M
PCMC
2446
Planning Capital Management Corporation
Pennsylvania
$1.53M +$429K +747 +39%
FC
2447
Financial Council
Maryland
$1.53M
AA
2448
Aire Advisors
California
$1.53M +$13.8K +24 +0.9%
SGK
2449
Steigerwald Gordon & Koch
Virginia
$1.53M +$21.8K +38 +1%
ACM
2450
American Capital Management
New York
$1.53M