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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 %
EH
176
Equitable Holdings
New York
$3.99M +$229K +4,544 +6%
AAM
177
Ameraudi Asset Management
New York
$3.97M -$1.09M -21,693 -22%
OWA
178
Outlook Wealth Advisors
Texas
$3.81M -$110K -2,194 -3%
SFP
179
Shepherd Financial Partners
Massachusetts
$3.77M -$166K -3,303 -4%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$3.77M +$238K +4,728 +7%
SCM
181
Southport Capital Management
Tennessee
$3.71M -$724K -14,394 -16%
GF
182
Goodman Financial
Texas
$3.56M +$35.6K +707 +1%
FWM
183
Frontier Wealth Management
Missouri
$3.44M +$265K +5,261 +8%
WAS
184
Wealth Advisory Solutions
Indiana
$3.43M -$51K -1,014 -1%
TWM
185
Trinity Wealth Management
Pennsylvania
$3.42M +$180K +3,570 +6%
FHC
186
First Heartland Consultants
Missouri
$3.41M -$1.74M -34,660 -34%
WP
187
WealthPLAN Partners
Nebraska
$3.27M +$191K +3,669 +6%
CPW
188
Catalyst Private Wealth
California
$3.22M -$192K -3,807 -6%
JFA
189
JNBA Financial Advisors
Minnesota
$3.18M -$112K -2,230 -3%
NRI
190
NFP Retirement Inc
California
$3M -$86.6K -1,721 -3%
LNC
191
Lincoln National Corp
Pennsylvania
$2.97M +$2.7M +53,539 +977%
TC
192
TownSquare Capital
Utah
$2.97M +$118K +2,315 +4%
BTWM
193
Baker Tilly Wealth Management
Wisconsin
$2.92M +$400K +7,956 +16%
EFL
194
ERn Financial LLC
Wisconsin
$2.92M -$196K -3,890 -6%
RFG
195
Range Financial Group
Oregon
$2.87M -$12.8K -254 -0.4%
BPA
196
Beacon Pointe Advisors
California
$2.82M +$19.6K +389 +0.7%
SWP
197
Strategic Wealth Partners
Ohio
$2.82M +$23.4K +465 +0.8%
CPO
198
Cerity Partners OCIO
New York
$2.81M -$6.14K -122 -0.2%
FWI
199
Facet Wealth Inc
Maryland
$2.79M +$6.64K +132 +0.2%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$2.69M +$1.54M +30,641 +134%