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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.

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 %
ACM
51
AlphaStar Capital Management
North Carolina
$35.6M -$67.2M -1,264,934 -65%
OWA
52
One Wealth Advisors
California
$35.3M +$12.4M +232,556 +54%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$34.8M +$34.8M +655,812 New
IWP
54
IAG Wealth Partners
Wisconsin
$34.4M -$240K -4,522 -0.7%
NA
55
Nottingham Advisors
New York
$33.8M -$3.35M -63,376 -9%
BFA
56
Brown Financial Advisory
Alabama
$33.6M +$1.96M +36,861 +6%
CWM
57
CCG Wealth Management
California
$33.5M +$4.09M +77,071 +14%
ODFS
58
O'Donnell Financial Services
California
$33.1M +$194K +3,645 +0.6%
LFAS
59
Level Four Advisory Services
Texas
$32.7M -$1.61M -30,236 -5%
MGIA
60
Moneta Group Investment Advisors
Missouri
$30.7M +$1.21M +22,730 +4%
PWA
61
Physician Wealth Advisors
Utah
$30.5M +$9.39M +186,134 +44%
HighTower Advisors
62
HighTower Advisors
Illinois
$30.3M -$120K -2,259 -0.4%
State Street
63
State Street
Massachusetts
$30M -$3.43M -64,553 -10%
SFP
64
Strategic Financial Partners
Oregon
$29.9M +$3.42M +64,437 +13%
ACG
65
Allen Capital Group
Nebraska
$28.3M +$251K +4,730 +0.9%
BC
66
Brio Consultants
California
$27.6M -$2.97M -55,973 -10%
KP
67
Keel Point
Alabama
$27.1M +$27.1M +510,644 New
Mariner
68
Mariner
Kansas
$26.8M +$7.69M +144,751 +40%
WAOI
69
Wealth Advisors of Iowa
Iowa
$26.8M +$26.2M +492,937 +4,262%
CCFM
70
Clear Creek Financial Management
Washington
$26.7M -$3.91M -73,628 -13%
GRP
71
Global Retirement Partners
California
$26.2M +$26.2M +564,802 New
C1AG
72
Client 1st Advisory Group
Florida
$25.3M +$3.34M +62,791 +15%
MML Investors Services
73
MML Investors Services
Massachusetts
$25.2M +$286K +5,380 +1%
UBS Group
74
UBS Group
Switzerland
$24M +$3.7M +69,668 +18%
SFG
75
StrategIQ Financial Group
Indiana
$23.8M +$4.75M +89,426 +25%