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SPDR Portfolio S&P 500 ETF

1,236 hedge funds and large institutions have $38.6B invested in SPDR Portfolio S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 549 increasing their positions, 369 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+146
Holders Change %
+13.39%
% of All Funds
16.45%
Holding in Top 10
281
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+23.79%
% of All Funds
3.74%
New
215
Increased
549
Reduced
369
Closed
52
Calls
$21.7M
Puts
$51.2M
Net Calls
-$29.5M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TFG
476
Tilson Financial Group
New Jersey
$4.62M +$281K +4,082 +6%
VPF
477
Vantage Point Financial
Illinois
$4.61M +$4.61M +66,872 New
CFG
478
Citizens Financial Group
Rhode Island
$4.59M +$4.18M +60,625 +1,029%
BF
479
Brogan Financial
Tennessee
$4.5M +$3.68M +53,418 +451%
EFL
480
ERn Financial LLC
Wisconsin
$4.5M -$110K -1,601 -2%
LCGC
481
Legacy Capital Group California
California
$4.4M -$301K -4,368 -6%
VVP
482
Venture Visionary Partners
Ohio
$4.33M +$1.27M +18,413 +41%
AP
483
Advisors Preferred
Maryland
$4.31M
TCM
484
Traynor Capital Management
Pennsylvania
$4.29M -$115K -1,675 -3%
UWM
485
USAdvisors Wealth Management
Minnesota
$4.23M -$206K -2,992 -5%
FSA
486
Financial Security Advisor
Virginia
$4.23M -$113K -1,636 -3%
CCG
487
Catalina Capital Group
California
$4.23M +$58.8K +853 +1%
MA
488
MKT Advisors
California
$4.2M +$640K +9,099 +18%
PSCM
489
Per Stirling Capital Management
Texas
$4.2M +$53.9K +782 +1%
CCP
490
Cushing Capital Partners
Wisconsin
$4.15M +$4.15M +60,261 New
JWCA
491
J.W. Cole Advisors
Florida
$4.12M +$1.11M +16,127 +37%
TWP
492
Tempus Wealth Planning
California
$4.12M +$1.8M +26,094 +77%
GEM
493
Global Endowment Management
North Carolina
$4.11M +$4.11M +59,658 New
TVWM
494
Tower View Wealth Management
Wisconsin
$4.11M +$1.2M +17,455 +41%
LA
495
Latitude Advisors
Florida
$4.11M +$1.17M +16,957 +40%
GLR
496
Great Lakes Retirement
Ohio
$4.08M -$476K -6,899 -10%
BFA
497
Beacon Financial Advisory
Ohio
$4.06M +$245K +3,555 +6%
CCM
498
Ciovacco Capital Management
Georgia
$4.05M +$580K +8,413 +17%
BW
499
BIP Wealth
Georgia
$4.04M +$460K +6,669 +13%
T
500
TrueFG
Texas
$4.02M +$6.96K +101 +0.2%