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SPDR Portfolio S&P 500 ETF

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CWMGP
376
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$841K -$63.8K -1,201 -7%
AAS
377
Ameritas Advisory Services
Nebraska
$831K +$329K +6,183 +65%
JSA
378
Jacobson & Schmitt Advisors
Wisconsin
$827K +$24.8K +467 +3%
D
379
Dentgroup
Louisiana
$797K +$234K +4,412 +42%
HWM
380
Hohimer Wealth Management
Washington
$796K +$247K +4,647 +45%
WIP
381
WealthCare Investment Partners
Rhode Island
$791K -$38K -729 -5%
UCFA
382
United Capital Financial Advisors
Texas
$751K +$85.1K +1,601 +13%
BCP
383
Berkeley Capital Partners
Georgia
$750K +$107K +2,011 +17%
OIM
384
Opus Investment Management
Massachusetts
$746K
EWM
385
Echo Wealth Management
Minnesota
$727K +$309 +6 +0%
FAP
386
Financial Advisory Partners
Florida
$724K +$337K +6,351 +87%
MOS
387
MGO One Seven
Ohio
$723K +$478 +9 +0.1%
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$707K -$1.12M -21,044 -61%
WWA
389
WC Walker & Associates
California
$705K +$503K +9,653 +249%
NGA
390
Naples Global Advisors
Florida
$700K +$18.9K +355 +3%
GIA
391
Gladstone Institutional Advisory
Florida
$699K +$309K +5,806 +79%
DI
392
Diligent Investors
California
$696K +$41.7K +784 +6%
C
393
Certuity
Florida
$695K
VR
394
Viridian RIA
Washington
$692K -$496K -8,883 Closed
NL
395
NWAM LLC
Washington
$686K +$352K +6,628 +105%
JWCA
396
J.W. Cole Advisors
Florida
$683K +$27.9K +525 +4%
CPIG
397
Chicago Partners Investment Group
Illinois
$683K +$274K +5,946 +67%
AMM
398
American Money Management
California
$674K +$37.1K +698 +6%
ES
399
ETF Store
Kansas
$658K +$173K +3,515 +36%
CA
400
Clearstead Advisors
Ohio
$653K