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SPDR Portfolio S&P 500 ETF

212 hedge funds and large institutions have $1.03B invested in SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
4.6%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
33
Increased
102
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
DFPG Investments
Utah
$714K -$80K -2,370 -10%
WCM
127
Wealthcare Capital Management
Virginia
$705K +$705K +21,206 New
AUB
128
Atlantic Union Bankshares
Virginia
$702K -$227K -6,825 -24%
SFS
129
Sowell Financial Services
Arkansas
$689K +$190K +5,731 +38%
AMM
130
American Money Management
California
$664K +$664K +19,967 New
SFM
131
Signet Financial Management
New Jersey
$662K -$98.4K -2,872 -13%
Citigroup
132
Citigroup
New York
$646K -$132K -3,979 -17%
TA
133
TCG Advisors
Texas
$635K -$71.2K -2,142 -10%
IFWM
134
Institute for Wealth Management
Colorado
$593K +$59.4K +1,786 +11%
VC
135
Vicus Capital
Pennsylvania
$584K +$584K +17,565 New
TRCT
136
Tower Research Capital (TRC)
New York
$566K +$540K +16,227 +2,041%
Stifel Financial
137
Stifel Financial
Missouri
$559K +$559K +16,864 New
NWM
138
Northwest Wealth Management
Iowa
$537K +$427K +12,852 +389%
DAS
139
Dynamic Advisor Solutions
Arizona
$527K +$2.23K +67 +0.4%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$514K +$514K +15,469 New
FFG
141
Frisch Financial Group
New York
$508K -$705K -21,199 -58%
TF
142
TLWM Financial
Texas
$499K +$32.3K +976 +7%
CPO
143
Cerity Partners OCIO
New York
$490K -$30.1K -905 -6%
LFAS
144
Level Four Advisory Services
Texas
$484K +$66.4K +2,005 +16%
FHB
145
First Hawaiian Bank
Hawaii
$471K +$187K +5,625 +66%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$471K +$187K +5,625 +66%
MIM
147
Macroview Investment Management
Maryland
$454K +$454K +13,669 New
BTS
148
BB&T Securities
Virginia
$438K
BRC
149
Bell Rock Capital
Delaware
$375K +$46.3K +1,402 +14%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$211K +6,355 +161%