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SPDR Portfolio S&P 500 ETF

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$19.1M +$1.14M +27,176 +6%
WWM
77
Western Wealth Management
Colorado
$19.1M +$2.26M +53,920 +13%
FCA
78
FLC Capital Advisors
California
$19M +$1.49M +35,377 +8%
KAM
79
Knightsbridge Asset Management
California
$18.9M +$1.03M +24,413 +6%
FFN
80
Focus Financial Network
Minnesota
$18.7M +$1.18M +28,006 +7%
CWM
81
Cahaba Wealth Management
Georgia
$18.2M +$3.55M +84,640 +24%
BOC
82
Bull Oak Capital
California
$17.9M +$3.07M +73,059 +21%
PAS
83
Park Avenue Securities
New York
$17.7M +$2.21M +52,567 +14%
CWG
84
Crown Wealth Group
North Carolina
$17.2M +$1.13M +26,831 +7%
SWP
85
Stratos Wealth Partners
Ohio
$17M -$459K -10,933 -3%
AA
86
Advisory Alpha
Michigan
$16.7M -$324K -7,706 -2%
RJA
87
Raymond James & Associates
Florida
$16.4M +$3.53M +84,150 +28%
PA
88
PSI Advisors
Florida
$16.4M +$3.25M +77,335 +25%
SFP
89
Shepherd Financial Partners
Massachusetts
$16.2M +$12.9M +307,135 +391%
AFP
90
Ausdal Financial Partners
Iowa
$16M +$5.48M +130,491 +52%
WCM
91
Windsor Capital Management
Arizona
$16M -$306K -7,298 -2%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$15.7M +$821K +19,561 +6%
AWS
93
Atria Wealth Solutions
New York
$15.7M +$5.79M +137,856 +59%
VCM
94
Vivaldi Capital Management
Illinois
$15.6M -$683K -16,006 -4%
PWM
95
Penobscot Wealth Management
Maine
$15.5M +$1.79M +42,516 +13%
TVAMP
96
Tennessee Valley Asset Management Partners
Tennessee
$15.4M +$14.5M +346,186 +1,751%
AG
97
Ascent Group
Virginia
$14.9M +$4.82M +106,121 +48%
HFA
98
Highland Financial Advisors
New Jersey
$14.4M -$787K -18,734 -5%
T
99
TCWP
Ohio
$14.3M -$14.6M -346,987 -51%
MHWM
100
Montz Harcus Wealth Management
Louisiana
$14.2M +$272K +6,487 +2%