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SPDR Portfolio S&P 500 ETF

1,090 hedge funds and large institutions have $31.5B invested in SPDR Portfolio S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 471 increasing their positions, 402 reducing their positions, and 57 closing their positions.

Holders
1,090
Holders Change
+43
Holders Change %
+4.11%
% of All Funds
15.77%
Holding in Top 10
227
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.71%
% of All Funds
3.28%
New
107
Increased
471
Reduced
402
Closed
57
Calls
$17.3M
Puts
$11.4M
Net Calls
+$5.91M
Net Calls Change
+$4.99M
Name Market Value Shares Shares
Change
Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$9.31M 137,955 -12,138 -8%
SPI
302
Sutton Place Investors
New York
$9.27M 137,285 -5,060 -4%
SFS
303
Sowell Financial Services
Arkansas
$9.18M 136,002 +24,455 +22%
LS
304
Liquid Strategies
Georgia
$9.17M 135,890 +16,041 +13%
CA
305
Continuum Advisory
Idaho
$9.04M 129,586 +1,924 +2%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$8.98M 133,006 -2,297 -2%
SW
307
Simplicity Wealth
New Jersey
$8.96M 132,747 -26,424 -17%
PA
308
PFG Advisors
Arizona
$8.91M 132,016 +10,058 +8%
MCC
309
Money Concepts Capital
Florida
$8.89M 131,641 +42,442 +48%
WCP
310
Welch Capital Partners
New York
$8.79M 130,174 +50,035 +62%
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$8.78M 129,986 +2,139 +2%
MOS
312
MGO One Seven
Ohio
$8.48M 125,604 +927 +0.7%
LWMM
313
Legacy Wealth Management (Mississippi)
Mississippi
$8.41M 124,580 +9,752 +8%
FZCM
314
Flynn Zito Capital Management
New York
$8.4M 124,408 +1,305 +1%
AAS
315
Avantax Advisory Services
Texas
$8.35M 123,708 +10,320 +9%
BIG
316
Bush Investment Group
Georgia
$8.33M 123,398 -10,551 -8%
CPIG
317
Chicago Partners Investment Group
Illinois
$8.29M 121,961 +19,799 +19%
MIS
318
Morningstar Investment Services
Illinois
$8.21M 122,177 +31,946 +35%
TF
319
Theory Financial
Colorado
$8.2M 122,570 -3,933 -3%
CIA
320
Concurrent Investment Advisors
Florida
$8.18M 121,118 -9,089 -7%
ODA
321
One Degree Advisors
California
$8.18M 121,620 -151 -0.1%
SP
322
Stonebrook Private
Michigan
$8.07M 119,577 -12,026 -9%
IWN
323
Independent Wealth Network
Iowa
$8.02M 118,810 -5,022 -4%
KAM
324
Kensington Asset Management
Texas
$8.02M 119,924 +75 +0.1%
AWMNH
325
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8M 118,763 +2,714 +2%