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SPDR Portfolio S&P 500 ETF

174 hedge funds and large institutions have $802M invested in SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.98%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.53%
New
28
Increased
92
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWSR
151
Chessman Wealth Strategies RIA
Texas
$104K -$8.02M -236,437 -99%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$104K -$39.9K -1,175 -28%
ADL
153
Asset Dedication LLC
California
$80K +$22.9K +677 +40%
FHA
154
Flagship Harbor Advisors
Massachusetts
$62K
CFGS
155
Concourse Financial Group Securities
Alabama
$62K +$62K +1,811 New
ASN
156
Advisory Services Network
Georgia
$50K
RCG
157
Ruggie Capital Group
Florida
$28K -$86.6K -2,576 -76%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$26K
OFW
159
Omnia Family Wealth
Florida
$21K
SIS
160
Sound Income Strategies
Florida
$18K +$18K +539 New
FFW
161
Fusion Family Wealth
New York
$16K -$334 -10 -2%
PWAG
162
Polaris Wealth Advisory Group
California
$16K +$16K +461 New
GEA
163
Glen Eagle Advisors
New Jersey
$13.7K
BC
164
Barnett & Company
Tennessee
$10K
LFG
165
LifePlan Financial Group
Ohio
$9K -$22.3K -671 -71%
BCA
166
Bray Capital Advisors
Florida
$9K
PCG
167
Private Capital Group
Connecticut
$9K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$8K -$11.2K -319 -58%
BlackRock
169
BlackRock
New York
$8K
LNB
170
Ledyard National Bank
$6K +$6K +170 New
VFA
171
Valeo Financial Advisors
Indiana
$3K
GAM
172
Gemmer Asset Management
California
$1K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$1K
CF
174
Copperwynd Financial
Arizona
-$9.49M -297,792 Closed
JFA
175
JNBA Financial Advisors
Minnesota
-$6.02M -188,931 Closed