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SPDR Portfolio S&P 500 ETF

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
151
Private Wealth Group
Florida
$8.22M -$5.73M -136,352 -41%
GG
152
GenWealth Group
New Jersey
$8.17M -$621K -14,778 -7%
CWA
153
Centennial Wealth Advisory
Michigan
$8.12M -$64.9K -1,546 -0.8%
AFAS
154
Acorn Financial Advisory Services
Virginia
$8.04M +$345K +8,221 +4%
KAS
155
Kestra Advisory Services
Texas
$7.82M +$965K +22,989 +14%
BAM
156
Belpointe Asset Management
Nevada
$7.77M +$1.44M +34,392 +23%
KTC
157
Kistler-Tiffany Companies
Pennsylvania
$7.67M +$127K +3,023 +2%
UAS
158
United Asset Strategies
New York
$7.63M -$15.2K -361 -0.2%
DWM
159
Doyle Wealth Management
Florida
$7.58M +$16.9K +403 +0.2%
BWG
160
Beta Wealth Group
California
$7.45M +$246K +5,847 +3%
AWMG
161
Alliance Wealth Management Group
New Jersey
$7.29M +$475K +11,317 +7%
SW
162
SkyOak Wealth
Michigan
$7.24M +$209K +4,987 +3%
FP
163
Fiduciary Planning
Florida
$7.24M +$186K +4,439 +3%
FPWM
164
FSB Premier Wealth Management
Iowa
$7.19M +$133K +3,175 +2%
EH
165
Equitable Holdings
New York
$7.13M -$7.9M -188,245 -53%
SCP
166
Syntal Capital Partners
Texas
$7.02M +$6.15M +146,463 +705%
KFP
167
KMG Fiduciary Partners
Ohio
$7.02M +$6.39M +152,176 +1,015%
HWM
168
Horizon Wealth Management
Illinois
$6.94M +$201K +4,777 +3%
FHA
169
Flagship Harbor Advisors
Massachusetts
$6.94M +$1.77M +42,096 +34%
FWP
170
Firethorn Wealth Partners
Georgia
$6.94M -$28.1K -669 -0.4%
MA
171
Mutual Advisors
Nebraska
$6.69M +$32.6K +777 +0.5%
B
172
Bridgeworth
Alabama
$6.68M +$6.68M +159,164 New
DWM
173
Dakota Wealth Management
Florida
$6.56M +$1.97M +47,033 +43%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$6.52M +$329K +7,831 +5%
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.5M +$134K +3,186 +2%