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SPDR Portfolio S&P 500 ETF

134 hedge funds and large institutions have $545M invested in SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
134
Holders Change
+52
Holders Change %
+63.41%
% of All Funds
3.08%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.39%
New
55
Increased
56
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
101
Allegis Investment Advisors
Idaho
$216K +$216K +6,971 New
WP
102
WealthSource Partners
California
$215K +$215K +6,952 New
AIM
103
Arcadia Investment Management
Michigan
$213K
SMC
104
Smith, Moore & Co
Missouri
$212K
WFWM
105
Wechter Feldman Wealth Management
New Jersey
$211K +$211K +6,824 New
AUB
106
Atlantic Union Bankshares
Virginia
$206K +$206K +6,647 New
IAS
107
INR Advisory Services
Pennsylvania
$192K +$192K +6,211 New
AWM
108
Avior Wealth Management
Nebraska
$191K +$191K +6,187 New
APA
109
American Portfolios Advisors
New York
$182K +$20.2K +654 +13%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$139K +$139K +4,492 New
GWM
111
Geneos Wealth Management
Colorado
$102K +$102K +3,303 New
BRC
112
Bell Rock Capital
Delaware
$99K +$70.1K +2,302 +243%
SPIA
113
Steward Partners Investment Advisory
New York
$97K
NWM
114
Northwest Wealth Management
Iowa
$71K +$71K +2,291 New
OIA
115
OneDigital Investment Advisors
Kansas
$69K +$39.5K +1,272 +134%
LFG
116
LifePlan Financial Group
Ohio
$61K +$61K +1,965 New
ADL
117
Asset Dedication LLC
California
$31K -$34.4K -1,140 -53%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$23K
SEI Investments
119
SEI Investments
Pennsylvania
$21K +$21K +667 New
OFW
120
Omnia Family Wealth
Florida
$19K
CCA
121
Clearwater Capital Advisors
Illinois
$17K +$17K +561 New
WP
122
WealthShield Partners
North Carolina
$16K +$16K +515 New
SWM
123
SeaCrest Wealth Management
New York
$12K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$12K +$12K +373 New
IA
125
IFP Advisors
Florida
$11K