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SPDR Portfolio S&P 500 ETF

152 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
3.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
25
Increased
83
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$135K +$123K +3,862 +1,035%
GWM
127
Geneos Wealth Management
Colorado
$118K +$12.9K +405 +12%
RCG
128
Ruggie Capital Group
Florida
$109K +$109K +3,409 New
SPIA
129
Steward Partners Investment Advisory
New York
$101K
FHA
130
Flagship Harbor Advisors
Massachusetts
$57K +$57K +1,804 New
NWM
131
Northwest Wealth Management
Iowa
$55K -$17.6K -556 -24%
ADL
132
Asset Dedication LLC
California
$54K +$21K +656 +64%
ASN
133
Advisory Services Network
Georgia
$48K +$48K +1,456 New
LFG
134
LifePlan Financial Group
Ohio
$30K -$32.6K -1,023 -52%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$26K +$26K +801 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$24K
SEI Investments
137
SEI Investments
Pennsylvania
$22K +$452 +14 +2%
OFW
138
Omnia Family Wealth
Florida
$20K
JWA
139
JFS Wealth Advisors
Pennsylvania
$19K +$19K +600 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$17K +$11.8K +380 +229%
FFW
141
Fusion Family Wealth
New York
$16K +$16K +489 New
SWM
142
SeaCrest Wealth Management
New York
$13K
GEA
143
Glen Eagle Advisors
New Jersey
$12.8K +$10.1K +317 +373%
CPA
144
Clear Perspective Advisors
Illinois
$12K +$6.55K +197 +120%
PCG
145
Private Capital Group
Connecticut
$9K
BC
146
Barnett & Company
Tennessee
$9K +$9K +285 New
BlackRock
147
BlackRock
New York
$8K -$3.33K -100 -29%
BCA
148
Bray Capital Advisors
Florida
$8K
VFA
149
Valeo Financial Advisors
Indiana
$3K +$3K +93 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1K