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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 %
AAS
501
Annex Advisory Services
Wisconsin
$2.68M -$143K -2,119 -5%
USCWA
502
U.S. Capital Wealth Advisors
Texas
$2.64M -$37.4K -554 -1%
ECM
503
Evergreen Capital Management
Washington
$2.63M +$2.63M +39,000 New
AF
504
Aldebaran Financial
$2.58M +$332K +4,917 +15%
LA
505
LexAurum Advisors
Kansas
$2.5M -$311K -4,606 -11%
WFAG
506
Worth Financial Advisory Group
North Carolina
$2.49M +$17.4K +258 +0.7%
GWP
507
Gateway Wealth Partners
Wisconsin
$2.48M +$3.98K +59 +0.2%
Citadel Advisors
508
Citadel Advisors
Florida
$2.48M +$343K +5,077 +16%
AWM
509
Arista Wealth Management
Nevada
$2.47M
RFN
510
RDA Financial Network
Iowa
$2.43M -$200K -2,965 -8%
JFA
511
JNBA Financial Advisors
Minnesota
$2.41M -$330K -4,886 -12%
AWA
512
Arkadios Wealth Advisors
Georgia
$2.4M +$567K +8,395 +31%
DAS
513
Diversify Advisory Services
Utah
$2.39M -$246K -3,580 -9%
HH
514
HWG Holdings
Texas
$2.34M -$378K -5,594 -14%
CGFA
515
Colton Groome Financial Advisors
North Carolina
$2.28M +$357K +5,286 +19%
William Blair & Company
516
William Blair & Company
Illinois
$2.27M +$543K +8,050 +31%
TWP
517
Tempus Wealth Planning
California
$2.27M +$228K +3,372 +11%
CCM
518
Condor Capital Management
New Jersey
$2.27M -$84.3K -1,249 -4%
HFO
519
Heritage Family Offices
Arizona
$2.27M -$124K -1,843 -5%
DWM
520
Dakota Wealth Management
Florida
$2.24M +$263K +3,892 +13%
SDWMA
521
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M
WT
522
Whittier Trust
California
$2.22M
SF
523
Slagle Financial
Illinois
$2.22M +$164K +2,429 +8%
PTC
524
Private Trust Company
Ohio
$2.2M +$94.9K +1,406 +5%
HSG
525
Helen Stephens Group
Texas
$2.2M -$49.1K -728 -2%