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SPDR Portfolio S&P 500 ETF

152 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
3.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
25
Increased
83
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$110M 3,448,276 +263,723 +8%
GI
2
Gradient Investments
Minnesota
$73.2M 2,295,308 +259,169 +13%
SFP
3
Shepherd Financial Partners
Massachusetts
$56.2M 1,757,636 +33,160 +2%
TC
4
Trilogy Capital
California
$49.2M 1,543,384 +133,280 +9%
SCA
5
Stuart Chaussee & Associates
California
$46.2M 1,450,171 +1,450,171 New
PWA
6
Peterson Wealth Advisors
Utah
$36.6M 1,146,549 +41,542 +4%
JWM
7
Jackson Wealth Management
Florida
$25.1M 753,085 +30,394 +4%
Creative Planning
8
Creative Planning
Kansas
$16.7M 523,597 +162,969 +45%
FI
9
FormulaFolio Investments
Michigan
$13.9M 435,413 +53,664 +14%
ODCM
10
Old Dominion Capital Management
Virginia
$13M 407,428 -4,078 -1%
AA
11
Advisory Alpha
Michigan
$11.2M 340,044 +340,044 New
K
12
Kemper
Illinois
$9.94M 311,817 +311,817 New
Ameriprise
13
Ameriprise
Minnesota
$9.5M 298,163 +198,424 +199%
CF
14
Copperwynd Financial
Arizona
$9.49M 297,792 -170,383 -36%
WPSG
15
Wealth & Pension Services Group
Georgia
$9.4M 294,904 +294,904 New
FEG
16
Financial Enhancement Group
Indiana
$8.17M 256,339 +27,679 +12%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$7.8M 244,694 +8,395 +4%
CWSR
18
Chessman Wealth Strategies RIA
Texas
$7.64M 239,503 +114,888 +92%
FIA
19
Foundations Investment Advisors
Arizona
$6.98M 218,922 +218,922 New
SFG
20
StrategIQ Financial Group
Indiana
$6.63M 208,051 +7,196 +4%
TCM
21
Towercrest Capital Management
Pennsylvania
$6.36M 199,624 +199,624 New
AWMG
22
Alliance Wealth Management Group
New Jersey
$6.36M 199,412 +7,567 +4%
CA
23
Continuum Advisory
Idaho
$6.34M 198,866 +55,785 +39%
JFA
24
JNBA Financial Advisors
Minnesota
$6.02M 188,931 +47,375 +33%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.69M 178,453 +49,444 +38%