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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.

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 Market Value Shares Shares
Change
Shares
Change %
AI
201
Atria Investments
North Carolina
$19.3M 285,382 -4,177 -1%
LGW
202
Leslie Global Wealth
Illinois
$19.3M 285,232 +17,943 +7%
MFA
203
Mayflower Financial Advisors
Massachusetts
$19.2M 283,819 -6,887 -2%
WCM
204
Windsor Capital Management
Arizona
$19.1M 283,037 -10,629 -4%
CWA
205
Core Wealth Advisors
Florida
$19M 281,120 -2,167 -0.8%
GWM
206
Geneos Wealth Management
Colorado
$18.9M 279,979 +18,782 +7%
SB
207
Strategic Blueprint
Georgia
$18.8M 279,069 -24,776 -8%
SPAS
208
Spectrum Planning & Advisory Services
California
$18.6M 275,244 -4,451 -2%
AI
209
Arrien Investments
Idaho
$18.6M 275,204 -3,607 -1%
AO
210
Advisor OS
Illinois
$18.3M 271,220 +21,270 +9%
Stifel Financial
211
Stifel Financial
Missouri
$18.2M 269,785 +7,642 +3%
WA
212
Waverly Advisors
Alabama
$18.2M 269,525 -4,344 -2%
CIC
213
Carnegie Investment Counsel
Ohio
$18.2M 269,446 +2,573 +1%
WAS
214
Wealth Advisory Solutions
Indiana
$18M 267,164 +4,921 +2%
VCM
215
Vivaldi Capital Management
Illinois
$17.9M 264,726 -65,564 -20%
GWP
216
Gen-Wealth Partners
Michigan
$17.5M 256,326 +2,167 +0.9%
PIA
217
Panoramic Investment Advisors
Colorado
$17.1M 253,595 +253,595 New
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$17M 251,501 +727 +0.3%
JWM
219
Jackson Wealth Management
Florida
$16.5M 244,266 +121,794 +99%
TA
220
Tectonic Advisors
Texas
$16.4M 243,362 -33,715 -12%
CSPAM
221
Cary Street Partners Asset Management
Virginia
$16.2M 240,651 +40,444 +20%
HIP
222
HUB Investment Partners
Texas
$16.2M 239,699 +106,485 +80%
AIA
223
Accelerate Investment Advisors
California
$16.2M 239,546 +239,546 New
9WM
224
9258 Wealth Management
Ohio
$16.1M 237,883 -3,571 -1%
CA
225
CoreCap Advisors
Michigan
$16M 237,361 +15,908 +7%