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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 %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$8M 119,630 -19,624 -14%
MFS
327
Mattson Financial Services
Michigan
$7.97M 124,565 -727 -0.6%
MFA
328
Morling Financial Advisors
California
$7.93M 117,506 -540 -0.5%
TFA
329
Transamerica Financial Advisors
Florida
$7.88M 116,699 -6,155 -5%
KWM
330
Kingsview Wealth Management
Oregon
$7.78M 115,302 +2,404 +2%
ACP
331
Aveo Capital Partners
Colorado
$7.75M 114,829 +7,334 +7%
RSWM
332
Robertson Stephens Wealth Management
California
$7.71M 114,263 +100,730 +744%
Fidelity Investments
333
Fidelity Investments
Massachusetts
$7.71M 114,251 +12,457 +12%
MHB
334
Midwest Heritage Bank
Iowa
$7.64M 113,192 +51 +0%
AWA
335
ARQ Wealth Advisors
Arizona
$7.62M 114,900 +14,165 +14%
CF
336
Convergence Financial
Missouri
$7.6M 112,512 +2,528 +2%
MLA
337
My Legacy Advisors
Oregon
$7.58M 112,324 -121,307 -52%
SWM
338
StoneCrest Wealth Management
Arizona
$7.3M 108,149 +20,036 +23%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$7.26M 107,982 +84,842 +367%
WC
340
Westwind Capital
New Mexico
$7.21M 106,749 +106,350 +26,654%
BAM
341
Belpointe Asset Management
Nevada
$7.2M 106,654 -37,341 -26%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$7.15M 105,838 +59,582 +129%
OC
343
Oarsman Capital
Wisconsin
$7.12M 105,538 -30,722 -23%
NL
344
NWAM LLC
Washington
$7.06M 104,598 +104,598 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$7.01M 103,868 +11,878 +13%
PW
346
Paladin Wealth
Minnesota
$7M 103,664 +103,664 New
EFG
347
Elios Financial Group
Ohio
$6.99M 103,472 +103,472 New
GAA
348
Guardian Asset Advisors
Pennsylvania
$6.93M 102,602 +19,182 +23%
WAM
349
Worth Asset Management
Texas
$6.89M 102,020 +71,488 +234%
RIM
350
Redwood Investment Management
Arizona
$6.88M 101,830 -13,864 -12%