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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 %
Betterment LLC
1
Betterment LLC
New York
$3.31B 49,087,696 +6,371,513 +15%
LPL Financial
2
LPL Financial
California
$2.41B 35,629,703 +3,501,943 +11%
Creative Planning
3
Creative Planning
Kansas
$1.99B 29,491,836 +915,823 +3%
Invesco
4
Invesco
Georgia
$892M 13,213,972 +13,210,430 +372,965%
ACM
5
Advance Capital Management
Michigan
$847M 12,546,769 -1,022,998 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$762M 11,289,218 +1,007,757 +10%
Allianz Asset Management
7
Allianz Asset Management
Germany
$727M 10,761,852 +5,361,433 +99%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$719M 10,646,264 -666,160 -6%
Morgan Stanley
9
Morgan Stanley
New York
$642M 9,505,715 +92,379 +1%
Bank of America
10
Bank of America
North Carolina
$574M 8,502,630 -246,445 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$526M 7,796,356 +238,406 +3%
SLI
12
Sumitomo Life Insurance
Japan
$516M 7,642,600 +2,550,000 +50%
OIA
13
OneDigital Investment Advisors
Kansas
$510M 7,559,504 -436,587 -5%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$510M 7,555,000 +4,585,000 +154%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$487M 7,213,673 +547,989 +8%
CCMG
16
Clark Capital Management Group
Pennsylvania
$434M 6,426,653 +292,876 +5%
Financial Engines Advisors
17
Financial Engines Advisors
California
$337M 4,995,089 -22,220 -0.4%
SMM
18
Stadion Money Management
Georgia
$321M 4,757,702 +89,174 +2%
AWMS
19
Advocacy Wealth Management Services
Georgia
$321M 4,757,615 -295,912 -6%
1WM
20
1900 Wealth Management
Texas
$303M 4,490,307 +345,188 +8%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268M 3,962,906 +96,930 +3%
Ameriprise
22
Ameriprise
Minnesota
$265M 3,918,030 +263,104 +7%
PAG
23
Private Advisor Group
New Jersey
$262M 3,885,583 +85,299 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$238M 3,531,095 +451,060 +15%
GAG
25
GM Advisory Group
New York
$234M 3,470,187 +93,564 +3%