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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
MCA
451
MSH Capital Advisors
Arizona
$3.41M +$829K +12,285 +32%
AWA
452
Arete Wealth Advisors
Illinois
$3.4M -$7.23M -107,403 -68%
CCM
453
Ciovacco Capital Management
Georgia
$3.39M +$6.95K +103 +0.2%
MA
454
MKT Advisors
California
$3.39M -$32.3K -483 -0.9%
JFG
455
JDM Financial Group
Texas
$3.37M -$1.78M -26,414 -35%
CPW
456
Catalyst Private Wealth
California
$3.33M
AA
457
ACT Advisors
North Carolina
$3.31M -$88K -1,303 -3%
PWM
458
Perigon Wealth Management
California
$3.31M +$228K +3,384 +7%
VIA
459
Vickerman Investment Advisors
Washington
$3.29M -$68.5K -1,015 -2%
NAM
460
NorthCrest Asset Manangement
Minnesota
$3.28M +$3.28M +48,589 New
FWM
461
Fonville Wealth Management
Virginia
$3.25M -$67.6K -1,002 -2%
BCMO
462
Buckingham Capital Management (Ohio)
Ohio
$3.24M +$31.7K +469 +1%
VC
463
Vicus Capital
Pennsylvania
$3.21M -$2.7K -40 -0.1%
CIC
464
Cutler Investment Counsel
Oregon
$3.21M +$3.21M +47,502 New
ATPW
465
Ashton Thomas Private Wealth
Arizona
$3.19M +$380K +5,623 +14%
SPA
466
Sentinel Pension Advisors
Massachusetts
$3.13M -$956K -14,163 -23%
FW
467
FullCircle Wealth
Texas
$3.12M -$377K -5,521 -11%
CFS
468
Commonwealth Financial Services
West Virginia
$3.1M +$275K +4,108 +10%
APP
469
Avantax Planning Partners
Iowa
$3.09M +$2.97K +44 +0.1%
ASN
470
Advisory Services Network
Georgia
$3.07M
FPAS
471
Focus Partners Advisor Solutions
Missouri
$3.06M +$374K +5,534 +14%
SWM
472
Spire Wealth Management
Virginia
$3.06M +$43.5K +645 +1%
GM
473
GeoWealth Management
Illinois
$3.06M -$53.3K -789 -2%
SFA
474
Semmax Financial Advisors
North Carolina
$3.05M -$228K -3,241 -7%
JF
475
JSF Financial
California
$3.03M +$119K +1,765 +4%