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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 %
PP
976
PrairieView Partners
Minnesota
$153K +$15K +223 +11%
GWS
977
Glassman Wealth Services
Virginia
$149K
AIM
978
Arcadia Investment Management
Michigan
$149K -$23.6K -350 -14%
WCM
979
Winthrop Capital Management
Indiana
$147K
BlackRock
980
BlackRock
New York
$141K -$425K -6,300 -75%
PFM
981
Phillips Financial Management
Indiana
$137K -$42.6K -631 -24%
ITIM
982
Indiana Trust & Investment Management
Indiana
$135K
S
983
SignatureFD
Georgia
$132K -$117K -1,737 -47%
DI
984
DAGCO Inc
Ohio
$129K +$5.67K +84 +5%
FCG
985
Financial Connections Group
California
$122K +$67 +1 +0.1%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$115K
CP
987
Castleview Partners
Texas
$113K -$59.7K -884 -35%
PA
988
Parallel Advisors
California
$110K +$92.8K +1,374 +550%
PFG
989
Peterson Financial Group
Iowa
$105K +$105K +1,559 New
AA
990
Ancora Advisors
Ohio
$103K +$26.7K +396 +35%
Barclays
991
Barclays
United Kingdom
$91K +$57.3K +850 +170%
PAG
992
Paladin Advisory Group
Iowa
$89K +$5.67K +84 +7%
SHF
993
Safe Harbor Fiduciary
Florida
$83.4K +$83.4K +1,235 New
CA
994
Centerpoint Advisors
Massachusetts
$76K
TWC
995
TD Waterhouse Canada
Ontario, Canada
$75.1K -$91.8K -1,377 -55%
WB
996
Webster Bank
Connecticut
$74.3K +$40.5K +600 +120%
DF
997
Dunhill Financial
United Kingdom
$66.8K +$66.8K +989 New
MHR
998
Matthew Hamilton Rosenberg
$64.7K
WAS
999
Winch Advisory Services
Wisconsin
$62.8K +$203 +3 +0.3%
SL
1000
Salomon & Ludwin
Virginia
$62.4K