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SPDR Portfolio S&P 500 ETF

360 hedge funds and large institutions have $4.44B invested in SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.28%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.38%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K
Name Market Value Shares Shares
Change
Shares
Change %
SL
326
Savior LLC
Massachusetts
$55K 1,386
FWP
327
FAS Wealth Partners
Kansas
$51K 1,295 -98 -7%
EIP
328
Ellis Investment Partners
Pennsylvania
$47K 1,210 +5 +0.4%
SBL
329
Sargent Bickham Lagudis
Colorado
$40K 1,009 +4 +0.4%
WAS
330
Winch Advisory Services
Wisconsin
$40K 1,027 +4 +0.4%
FFW
331
Fusion Family Wealth
New York
$39K 989 -101 -9%
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$36K 917 +917 New
BA
333
Ballast Advisors
Minnesota
$35K 884
MHR
334
Matthew Hamilton Rosenberg
$29K 728
US Bancorp
335
US Bancorp
Minnesota
$29K 736 +218 +42%
BBA
336
Braun-Bostich & Associates
Pennsylvania
$28K 709
JFGIW
337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K 692
CFGS
338
Concourse Financial Group Securities
Alabama
$24K 600 -151 -20%
LWM
339
Liberty Wealth Management
California
$24K 611 +611 New
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$18K 464
BlackRock
341
BlackRock
New York
$18K 458 +39 +9%
S
342
SignatureFD
Georgia
$17K 423 +423 New
AIL
343
AGF Investments LLC
Ontario, Canada
$15K 373 -51 -12%
VFA
344
Valeo Financial Advisors
Indiana
$13K 335 +1 +0.3%
SIS
345
Sound Income Strategies
Florida
$13K 326 +326 New
PCG
346
Private Capital Group
Connecticut
$11K 284
PA
347
Parallel Advisors
California
$10K 260
BCA
348
Bray Capital Advisors
Florida
$10K 260
HFA
349
HC Financial Advisors
California
$9K 229 +3 +1%
GTAM
350
Global Trust Asset Management
Florida
$7K 170