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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 %
FA
526
Fermata Advisors
California
$2.18M +$78.7K +1,166 +4%
SWA
527
Stratos Wealth Advisors
Ohio
$2.16M +$883K +13,078 +69%
AFG
528
Atomi Financial Group
New York
$2.14M -$61.6K -912 -3%
SWMG
529
Sanchez Wealth Management Group
Florida
$2.14M +$111K +1,647 +5%
BCFS
530
Butensky & Cohen Financial Security
Florida
$2.12M -$28.5K -422 -1%
MPCL
531
My Personal CFO LLC
Washington
$2.09M +$10.7K +158 +0.5%
TFA
532
Teamwork Financial Advisors
Texas
$2.08M -$65.9K -976 -3%
Jane Street
533
Jane Street
New York
$2.06M +$821K +12,159 +66%
SF
534
Safeguard Financial
Wisconsin
$2.06M -$19.4K -287 -0.9%
AC
535
Apella Capital
Connecticut
$2.06M +$669 +10 +0%
KCM
536
Kennicott Capital Management
California
$2.04M +$2.04M +30,288 New
Comerica Bank
537
Comerica Bank
Texas
$2.04M -$44.1K -653 -2%
FWI
538
Facet Wealth Inc
Maryland
$2.03M -$10.5K -157 -0.5%
SFG
539
Sterling Financial Group
California
$2.03M +$932K +13,800 +85%
CCM
540
Coldstream Capital Management
Washington
$2.01M -$98.9K -1,465 -5%
CFG
541
Cooper Financial Group
California
$1.98M +$12.6K +187 +0.6%
SPIA
542
Steward Partners Investment Advisory
New York
$1.95M +$72K +1,066 +4%
KCPG
543
Kavar Capital Partners Group
Kansas
$1.94M -$125K -1,850 -6%
HSWS
544
Higgins & Schmidt Wealth Strategies
Colorado
$1.94M +$1.94M +28,668 New
WHCI
545
W.H. Cornerstone Investments
Massachusetts
$1.94M -$2.58M -38,189 -57%
IWS
546
Integrity Wealth Solutions
Colorado
$1.92M -$84.3K -1,248 -4%
FAP
547
Financial Advisory Partners
Florida
$1.91M -$46.2K -685 -2%
VIP
548
Vantage Investment Partners
Missouri
$1.91M
RMAM
549
Raab & Moskowitz Asset Management
New Jersey
$1.91M
MWA
550
MN Wealth Advisors
Kansas
$1.88M +$295K +4,377 +19%