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SPDR Portfolio S&P 500 ETF

491 hedge funds and large institutions have $8.34B invested in SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.62%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K
Name Market Value Shares Shares
Change
Shares
Change %
APW
76
Austin Private Wealth
Texas
$18.8M 372,598 +48,202 +15%
RIG
77
Roosevelt Investment Group
New York
$18.8M 372,198 -9,381 -2%
PWP
78
Personal Wealth Partners
Minnesota
$18.6M 369,365 +89,094 +32%
CWM
79
Cornerstone Wealth Management
Missouri
$18.6M 367,628 +9,304 +3%
RA
80
RFG Advisory
Alabama
$17.9M 355,710 -4,901 -1%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$17.8M 353,107 +13,823 +4%
IA
82
IFP Advisors
Florida
$17.4M 344,696 +44,964 +15%
CW
83
CreativeOne Wealth
Kansas
$16.5M 327,238 +44,018 +16%
OWA
84
One Wealth Advisors
California
$16.3M 323,043 +84,093 +35%
CAN
85
Cetera Advisor Networks
California
$16M 316,304 +24,649 +8%
SCA
86
Snowden Capital Advisors
New York
$15.8M 313,698 +16,401 +6%
SRSA
87
S.R. Schill & Associates
Washington
$15.5M 307,891 -10,465 -3%
BHB
88
Bank Hapoalim BM
Israel
$15.4M 157,100 +107,057 +214%
Mariner
89
Mariner
Kansas
$15.2M 301,858 +49,202 +19%
CWM
90
Cahaba Wealth Management
Georgia
$14M 277,613 +1,459 +0.5%
TA
91
Tectonic Advisors
Texas
$14M 277,299 +53,818 +24%
UWM
92
USAdvisors Wealth Management
Minnesota
$13.7M 271,126 +255,321 +1,615%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$13.1M 258,890 +26,692 +11%
AAS
94
Annex Advisory Services
Wisconsin
$12.9M 255,338 -22,469 -8%
SWP
95
Stratos Wealth Partners
Ohio
$12.8M 253,197 -7,453 -3%
WEPOG
96
Wealth Enhancement & Preservation of GA
Georgia
$12.7M 250,813 +6,767 +3%
KBFS
97
Kohmann Bosshard Financial Services
Ohio
$12.4M 246,193 -138 -0.1%
Goldman Sachs
98
Goldman Sachs
New York
$12.3M 244,133 +103,005 +73%
PWM
99
Penobscot Wealth Management
Maine
$11.7M 232,478 +14,216 +7%
WA
100
WBH Advisory
Maryland
$11.6M 229,566 +6,009 +3%