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SPDR Portfolio S&P 500 ETF

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
226
Stratos Wealth Advisors
Ohio
$3.99M -$2.02M -48,042 -34%
WEPOG
227
Wealth Enhancement & Preservation of GA
Georgia
$3.91M -$3.83M -91,266 -49%
CIA
228
Compass Ion Advisors
Pennsylvania
$3.89M -$203K -4,832 -5%
ACP
229
Aveo Capital Partners
Colorado
$3.89M -$1.08M -25,689 -22%
IWN
230
Independent Wealth Network
Iowa
$3.85M +$167K +3,979 +5%
LWMM
231
Legacy Wealth Management (Mississippi)
Mississippi
$3.83M +$1.57M +37,364 +69%
FFC
232
Fure Financial Corporation
Minnesota
$3.82M +$3.82M +90,984 New
GM
233
GeoWealth Management
Illinois
$3.82M +$120K +2,860 +3%
RIG
234
Roosevelt Investment Group
New York
$3.61M +$2.31K +55 +0.1%
PA
235
PFG Advisors
Arizona
$3.59M +$456K +10,854 +15%
BSG
236
Black Swift Group
Colorado
$3.51M -$923K -21,993 -21%
SFS
237
Sowell Financial Services
Arkansas
$3.48M -$24.1M -573,566 -87%
Truist Financial
238
Truist Financial
North Carolina
$3.28M +$968K +23,054 +42%
MSWMA
239
Market Street Wealth Management Advisors
Indiana
$3.27M +$3.27M +77,789 New
FCI
240
Financial Counselors Inc
Kansas
$3.26M -$3.86K -92 -0.1%
EIA
241
Eldridge Investment Advisors
New Hampshire
$3.25M +$3.25M +77,463 New
TWM
242
Trinity Wealth Management
Pennsylvania
$3.24M +$133K +3,160 +4%
FFG
243
Ford Financial Group
California
$3.23M +$3.23M +76,938 New
Citadel Advisors
244
Citadel Advisors
Florida
$3.22M +$336K +8,005 +12%
GF
245
Goodman Financial
Texas
$3.04M +$104K +2,472 +4%
VIA
246
Vickerman Investment Advisors
Washington
$3.03M +$176K +4,190 +6%
CCM
247
Condor Capital Management
New Jersey
$3.02M -$213K -5,062 -7%
IA
248
IFG Advisory
Georgia
$2.95M +$568K +13,536 +24%
HSA
249
HBK Sorce Advisory
Pennsylvania
$2.91M -$265K -6,300 -8%
CAG
250
Csenge Advisory Group
Florida
$2.88M -$490K -11,677 -15%