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SPDR Portfolio S&P 500 ETF

491 hedge funds and large institutions have $8.34B invested in SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.62%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$8.41M +$991K +19,647 +13%
American Century Companies
127
American Century Companies
Missouri
$8.37M -$65.6K -1,300 -0.8%
SWA
128
Stratos Wealth Advisors
Ohio
$8.34M +$92.6K +1,836 +1%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$8.28M +$4.5M +89,190 +119%
CWA
130
Centennial Wealth Advisory
Michigan
$8.24M +$203K +4,031 +3%
KAS
131
Kestra Advisory Services
Texas
$8.15M +$302K +5,978 +4%
SPAS
132
Spectrum Planning & Advisory Services
California
$8.13M +$1.07M +21,122 +15%
NAG
133
Northstar Advisory Group
New Jersey
$8.13M +$8.13M +161,052 New
SW
134
SkyOak Wealth
Michigan
$8.06M +$134K +2,653 +2%
KAM
135
Knightsbridge Asset Management
California
$7.92M +$2.18M +43,294 +38%
PFM
136
Parsec Financial Management
North Carolina
$7.91M -$395K -7,184 -5%
PA
137
PSI Advisors
Florida
$7.86M +$91K +1,803 +1%
VBFP
138
Valtinson Bruner Financial Planning
Minnesota
$7.79M +$582K +10,939 +8%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$7.75M -$80.4K -1,593 -1%
RJA
140
Raymond James & Associates
Florida
$7.74M +$2.48M +49,187 +47%
VRM
141
Vectors Research Management
New York
$7.59M +$1.14M +22,560 +18%
HC
142
HNP Capital
New York
$7.59M +$1.14M +22,530 +18%
TWM
143
Tradition Wealth Management
Minnesota
$7.54M +$7.06M +139,983 +1,488%
HI
144
Harbour Investments
Wisconsin
$7.47M +$267K +5,299 +4%
AFAS
145
Acorn Financial Advisory Services
Virginia
$7.42M +$734K +14,544 +11%
HighTower Advisors
146
HighTower Advisors
Illinois
$7.31M -$16.7K -330 -0.2%
ACP
147
Aveo Capital Partners
Colorado
$7.2M -$108K -2,140 -1%
FFC
148
Fure Financial Corporation
Minnesota
$7.14M +$4.58M +90,757 +179%
DWM
149
Doyle Wealth Management
Florida
$7.11M +$582K +11,534 +9%
MFS
150
McNamara Financial Services
Massachusetts
$7.08M +$18.9K +375 +0.3%