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SPDR Portfolio S&P 500 ETF

196 hedge funds and large institutions have $933M invested in SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
4.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.67%
New
45
Increased
85
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
DFPG Investments
Utah
$687K +$687K +23,523 New
Citigroup
127
Citigroup
New York
$684K -$238K -8,132 -26%
SFM
128
Signet Financial Management
New Jersey
$648K +$648K +22,189 New
SMC
129
Smith, Moore & Co
Missouri
$644K +$454K +15,528 +238%
TA
130
TCG Advisors
Texas
$621K +$621K +21,257 New
BFG
131
Barber Financial Group
Kansas
$619K +$619K +21,195 New
DAS
132
Dynamic Advisor Solutions
Arizona
$493K +$493K +15,797 New
IFWM
133
Institute for Wealth Management
Colorado
$469K -$9.64K -330 -2%
CPO
134
Cerity Partners OCIO
New York
$457K +$457K +15,639 New
FPCG
135
Fort Pitt Capital Group
Pennsylvania
$445K +$445K +15,233 New
SFS
136
Sowell Financial Services
Arkansas
$439K +$439K +15,015 New
TF
137
TLWM Financial
Texas
$425K +$88.3K +2,926 +26%
SPIA
138
Steward Partners Investment Advisory
New York
$394K +$302K +10,335 +327%
BTS
139
BB&T Securities
Virginia
$385K -$116K -3,962 -23%
LFAS
140
Level Four Advisory Services
Texas
$368K +$10.5K +359 +3%
OIA
141
OneDigital Investment Advisors
Kansas
$366K +$366K +12,509 New
SCM
142
Southport Capital Management
Tennessee
$356K +$255K +8,718 +251%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$315K
SWP
144
Stratos Wealth Partners
Ohio
$290K +$21.1K +723 +8%
BRC
145
Bell Rock Capital
Delaware
$287K +$60.1K +2,083 +26%
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$283K
DWM
147
Doyle Wealth Management
Florida
$283K +$63.1K +2,162 +29%
FWM
148
Foresight Wealth Management
Utah
$275K +$275K +9,417 New
CPIG
149
Chicago Partners Investment Group
Illinois
$265K +$265K +8,715 New
DSN
150
D. Scott Neal
Kentucky
$260K