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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 %
SFP
26
Shepherd Financial Partners
Massachusetts
$25.7M 653,441 -56,901 -8%
ACG
27
Allen Capital Group
Nebraska
$24.2M 587,008 -141,699 -19%
MAS
28
Managed Account Services
Florida
$23.7M 582,527 +18,490 +3%
State Street
29
State Street
Massachusetts
$23.5M 597,455 -238,583 -29%
PAG
30
Private Advisor Group
New Jersey
$22.2M 563,557 +37,498 +7%
LWA
31
Lenox Wealth Advisors
New York
$21.8M 553,937 +34,474 +7%
CFG
32
Cooper Financial Group
California
$21.5M 546,741 +12,224 +2%
SA
33
Stewardship Advisors
Pennsylvania
$20.9M 510,524 +10,509 +2%
AWM
34
AE Wealth Management
Kansas
$20.8M 528,971 +422,054 +395%
IWP
35
IAG Wealth Partners
Wisconsin
$20.1M 511,593 +9,566 +2%
CIA
36
Compass Ion Advisors
Pennsylvania
$19.9M 506,154 +66,026 +15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$19.8M 502,523 +48,163 +11%
SS
38
Simplicity Solutions
Minnesota
$19.8M 502,252 +431,769 +613%
DA
39
Detalus Advisors
Missouri
$19.4M 493,754 -21,558 -4%
GVAG
40
Great Valley Advisor Group
Delaware
$19M 483,484 +46,718 +11%
SB
41
Strategic Blueprint
Georgia
$19M 482,507 +17,041 +4%
GLA
42
Good Life Advisors
Pennsylvania
$18.6M 473,551 +83,388 +21%
MGIA
43
Moneta Group Investment Advisors
Missouri
$18.4M 468,005 -1,126 -0.2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$17.6M 447,562 -87,836 -16%
CCMG
45
Clark Capital Management Group
Pennsylvania
$17.4M 443,238 +443,238 New
MIAN
46
Mariner Independent Advisor Network
Kansas
$16.9M 429,182 +399,248 +1,334%
EWM
47
Executive Wealth Management
Michigan
$16.6M 422,904 +60,631 +17%
APC
48
Aspire Private Capital
North Carolina
$16.5M 419,768 +151,753 +57%
AC
49
Alexandria Capital
Virginia
$16M 406,564 +40,133 +11%
BC
50
Brio Consultants
California
$15.8M 401,696 +31,974 +9%