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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 %
SFC
651
Strategic Financial Concepts
Texas
$1.1M -$75.2M -1,113,540 -99%
CWM
652
Cedar Wealth Management
California
$1.1M
SCM
653
Sebold Capital Management
Illinois
$1.1M -$9.86K -146 -0.9%
TA
654
TFG Advisers
Michigan
$1.1M +$50.2K +744 +5%
ERIM
655
Eagle Ridge Investment Management
Connecticut
$1.09M +$1.09M +16,157 New
VCA
656
Verdence Capital Advisors
Maryland
$1.09M +$326K +4,831 +43%
NS
657
NBC Securities
Alabama
$1.09M +$74.9K +1,110 +7%
TF
658
Trek Financial
Arizona
$1.08M +$71.6K +1,061 +7%
NW
659
NewEdge Wealth
Pennsylvania
$1.07M +$1.07M +15,903 New
RWA
660
Redhawk Wealth Advisors
Minnesota
$1.07M -$256K -3,792 -19%
FMN
661
Financial Management Network
California
$1.05M -$5.32K -79 -0.5%
SIA
662
Strategic Investment Advisors
Michigan
$1.05M +$283K +4,193 +37%
AA
663
AlphaMark Advisors
Kentucky
$1.05M -$669K -9,911 -39%
PCIA
664
Prime Capital Investment Advisors
Kansas
$1.05M +$13.1K +194 +1%
3F
665
360 Financial
Minnesota
$1.04M +$26.1K +387 +3%
CB
666
Community Bank
New York
$1.03M -$221K -3,273 -18%
B
667
Bensler
Washington
$1.02M -$69.4K -1,028 -6%
EWA
668
EverSource Wealth Advisors
Alabama
$1.01M -$566K -8,385 -36%
NF
669
Nikulski Financial
Iowa
$1.01M +$675 +10 +0.1%
EAM
670
Empirical Asset Management
Massachusetts
$1M -$61K -2,218 -6%
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$981K -$360K -5,338 -27%
FFO
672
Fortitude Family Office
Arizona
$980K -$21.6K -320 -2%
HKIMG
673
Hutchens & Kramer Investment Management Group
Indiana
$963K +$617K +9,225 +178%
TF
674
TLWM Financial
Texas
$961K -$77K -1,141 -7%
JSA
675
Jacobson & Schmitt Advisors
Wisconsin
$961K +$6.21K +92 +0.7%