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SPDR Portfolio S&P 500 ETF

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
PSI Advisors
Florida
$7.74M +$668K +13,271 +9%
PFM
127
Parsec Financial Management
North Carolina
$7.6M -$805K -16,000 -10%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$7.4M -$194K -3,861 -3%
HighTower Advisors
129
HighTower Advisors
Illinois
$7.31M +$16.3K +323 +0.2%
ACP
130
Aveo Capital Partners
Colorado
$7.28M +$256K +5,077 +4%
HI
131
Harbour Investments
Wisconsin
$7.18M +$390K +7,743 +6%
GM
132
GeoWealth Management
Illinois
$7.15M -$188K -3,738 -3%
IWC
133
Integrated Wealth Concepts
Massachusetts
$7.11M +$1.17M +23,249 +20%
Goldman Sachs
134
Goldman Sachs
New York
$7.1M +$2M +39,684 +39%
SPAS
135
Spectrum Planning & Advisory Services
California
$7.04M +$315K +6,268 +5%
MFS
136
McNamara Financial Services
Massachusetts
$7.04M +$280K +5,570 +4%
VBFP
137
Valtinson Bruner Financial Planning
Minnesota
$7M +$1.11M +21,570 +19%
WWM
138
Western Wealth Management
Colorado
$6.92M +$1.85M +36,701 +36%
UAS
139
United Asset Strategies
New York
$6.8M +$603K +11,991 +10%
AFAS
140
Acorn Financial Advisory Services
Virginia
$6.67M +$1.59M +31,649 +31%
DWM
141
Doyle Wealth Management
Florida
$6.51M +$891K +17,712 +16%
VRM
142
Vectors Research Management
New York
$6.44M +$1.54M +30,535 +31%
HC
143
HNP Capital
New York
$6.44M +$2.21M +44,000 +52%
T
144
TRUADVICE
Florida
$6.09M +$1.96M +38,032 +48%
MA
145
Mutual Advisors
Nebraska
$6.05M +$56.6K +1,124 +0.9%
HR
146
Hayden Royal
North Carolina
$5.99M +$47K +933 +0.8%
NC
147
NovaPoint Capital
Georgia
$5.97M -$693K -13,766 -10%
V
148
Veritable
Delaware
$5.75M -$1.75M -34,800 -23%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$5.75M -$407K -8,088 -7%
KAM
150
Knightsbridge Asset Management
California
$5.73M +$341K +6,767 +6%