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SPDR Portfolio S&P 500 ETF

360 hedge funds and large institutions have $4.44B invested in SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.28%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.38%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K
Name Market Value Shares Shares
Change
Shares
Change %
SW
101
SkyOak Wealth
Michigan
$6.5M 165,101 -336 -0.2%
GG
102
GenWealth Group
New Jersey
$6.49M 162,005 -11,818 -7%
IWM
103
IHT Wealth Management
Illinois
$6.27M 159,313 +137,709 +637%
APW
104
Austin Private Wealth
Texas
$6.18M 157,005 +56,722 +57%
T
105
TRUADVICE
Florida
$6M 149,755 +149,755 New
V
106
Veritable
Delaware
$5.99M 152,308 -121,210 -44%
UAS
107
United Asset Strategies
New York
$5.82M 148,013 +1,826 +1%
Citadel Advisors
108
Citadel Advisors
Florida
$5.78M 146,841 +122,070 +493%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$5.72M 145,388 -6,287 -4%
CWM
110
Cornerstone Wealth Management
Missouri
$5.7M 144,857 +115,798 +398%
ACP
111
Aveo Capital Partners
Colorado
$5.68M 144,346 +144,346 New
AWA
112
Arete Wealth Advisors
Illinois
$5.66M 144,419 +19,027 +15%
MA
113
Mutual Advisors
Nebraska
$5.43M 138,036 +5,162 +4%
American Century Companies
114
American Century Companies
Missouri
$5.4M 137,200 +65,400 +91%
MFS
115
McNamara Financial Services
Massachusetts
$5.25M 133,531 +2,737 +2%
RIS
116
Retirement Income Solutions
Michigan
$5.04M 128,041 +19,333 +18%
HighTower Advisors
117
HighTower Advisors
Illinois
$5.03M 127,857 +21,780 +21%
MML Investors Services
118
MML Investors Services
Massachusetts
$4.95M 125,692 +9,902 +9%
HR
119
Hayden Royal
North Carolina
$4.92M 125,029 +125,029 New
MCWS
120
McKinley Carter Wealth Services
West Virginia
$4.8M 121,952 -24,027 -16%
LFG
121
LifePlan Financial Group
Ohio
$4.78M 121,432 -581 -0.5%
NC
122
NovaPoint Capital
Georgia
$4.72M 119,891 +2,570 +2%
SCM
123
Southport Capital Management
Tennessee
$4.5M 114,254 +19,835 +21%
CAG
124
Csenge Advisory Group
Florida
$4.4M 111,856 +23,175 +26%
EGA
125
E&G Advisors
Texas
$4.21M 107,100 -843 -0.8%