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SPDR Portfolio S&P 500 ETF

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
726
Atlantic Private Wealth
North Carolina
$13.6K +$13.6K +261 New
BCA
727
Bray Capital Advisors
Florida
$13.5K
FWM
728
Focused Wealth Management
New York
$13.5K +$4.17K +80 +45%
Barclays
729
Barclays
United Kingdom
$13K
SWA
730
SOA Wealth Advisors
New York
$12.6K
SIC
731
Salem Investment Counselors
North Carolina
$12.6K +$12.6K +241 New
GJIA
732
Glass Jacobson Investment Advisors
Maryland
$10.4K +$10.4K +200 New
TSWM
733
Tyler-Stone Wealth Management
Ohio
$10K +$10K +200 New
GT
734
Glenmede Trust
Pennsylvania
$8.43K
TFGT
735
TS Financial Group (TSFG)
Illinois
$8K +$8K +155 New
AWM
736
AllSquare Wealth Management
New York
$7.9K
PCA
737
Providence Capital Advisors
North Carolina
$6.51K
WAM
738
Worth Asset Management
Texas
$5.73K
PAI
739
Pittenger & Anderson Inc
Nebraska
$5.32K
CT
740
Cambridge Trust
Massachusetts
$5.06K
TFA
741
Transamerica Financial Advisors
Florida
$5K -$9.51M -178,849 -100%
PCMC
742
Private Capital Management (Colorado)
Colorado
$4.17K
FCA
743
FinTrust Capital Advisors
South Carolina
$3.51K
EWM
744
EPG Wealth Management
Georgia
$3.39K
EW
745
Element Wealth
Mississippi
$3.39K +$3.39K +65 New
GEA
746
Glen Eagle Advisors
New Jersey
$3.02K
HIA
747
Harbor Investment Advisory
Maryland
$2.76K
NRG
748
Nemes Rush Group
Michigan
$2.35K +$2.35K +45 New
AIP
749
Ameritas Investment Partners
Nebraska
$2.24K
AIC
750
Archer Investment Corporation
Indiana
$1.46K