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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 %
DWM
126
Doyle Wealth Management
Florida
$4.18M 106,258 +12,600 +13%
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$4.09M 105,433 +56,573 +116%
SWA
128
Stratos Wealth Advisors
Ohio
$4.03M 102,419 +8,720 +9%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$4.02M 102,114 +102,114 New
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$3.97M 107,047 -65,702 -38%
Goldman Sachs
131
Goldman Sachs
New York
$3.95M 100,328
TRCT
132
Tower Research Capital (TRC)
New York
$3.82M 97,110 +9,385 +11%
CA
133
Continuum Advisory
Idaho
$3.8M 95,932 -5,978 -6%
RCA
134
Rowland Carmichael Advisors
Arizona
$3.74M 94,924 +2,057 +2%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.56M 90,579 +90,579 New
CAS
136
Cascadia Advisory Services
Oregon
$3.54M 89,912 +56,020 +165%
TCWA
137
Ten Capital Wealth Advisors
Washington
$3.5M 88,985 +88,985 New
AAM
138
Ameraudi Asset Management
New York
$3.49M 88,700 +88,700 New
CPA
139
Capital Planning Advisors
California
$3.45M 87,674 +6,567 +8%
AI
140
Atria Investments
North Carolina
$3.44M 87,526 +87,526 New
SFI
141
SPC Financial Inc
Maryland
$3.4M 86,357 +86,357 New
OWA
142
Outlook Wealth Advisors
Texas
$3.23M 82,153 +82,153 New
EFL
143
ERn Financial LLC
Wisconsin
$3.11M 79,017 -46 -0.1%
NFG
144
Nations Financial Group
Iowa
$3.05M 77,561 -5,775 -7%
SFS
145
Sowell Financial Services
Arkansas
$3.01M 76,516 +19,615 +34%
WAS
146
Wealth Advisory Solutions
Indiana
$2.96M 75,265 +2,912 +4%
WWM
147
Western Wealth Management
Colorado
$2.95M 75,036 +29,618 +65%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M 73,806 +381 +0.5%
AFAS
149
Acorn Financial Advisory Services
Virginia
$2.88M 73,195 +9,256 +14%
BHWM
150
Bay Harbor Wealth Management
Maryland
$2.88M 73,075 +19,764 +37%