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SPDR Portfolio S&P 500 ETF

212 hedge funds and large institutions have $1.03B invested in SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
4.6%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
33
Increased
102
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$63.7M 1,916,268 +4,937 +0.3%
TC
2
Trilogy Capital
California
$50.7M 1,526,562 -16,288 -1%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 -1,160,248 -54%
Goldman Sachs
4
Goldman Sachs
New York
$49.5M 1,488,391 -2,511 -0.2%
PWA
5
Peterson Wealth Advisors
Utah
$48.5M 1,421,555 +38,202 +3%
AI
6
Atria Investments
North Carolina
$42M 1,262,749 +1,262,749 New
EWM
7
Executive Wealth Management
Michigan
$41.7M 1,253,992 -267,883 -18%
Creative Planning
8
Creative Planning
Kansas
$33.5M 1,009,534 +226,441 +29%
GI
9
Gradient Investments
Minnesota
$25.3M 759,984 -2,069,639 -73%
Bank of America
10
Bank of America
North Carolina
$24M 722,873 -456,933 -39%
JWM
11
Jackson Wealth Management
Florida
$21.9M 659,736 +273,047 +71%
RA
12
RFG Advisory
Alabama
$21.2M 638,446 -1,266,554 -66%
Ameriprise
13
Ameriprise
Minnesota
$19.1M 573,735 +152,935 +36%
FHC
14
First Heartland Consultants
Missouri
$18.5M 556,682 +474,228 +575%
AG
15
Advisor Group
Arizona
$18.3M 550,174 +140,329 +34%
FI
16
FormulaFolio Investments
Michigan
$16.6M 500,893 +11,222 +2%
CFG
17
Cooper Financial Group
California
$13.3M 399,301 +399,301 New
AAS
18
Annex Advisory Services
Wisconsin
$12.5M 375,053 -89,950 -19%
AA
19
Advisory Alpha
Michigan
$12.4M 365,947 +7,370 +2%
UBS Group
20
UBS Group
Switzerland
$12.2M 367,402 +112,322 +44%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$12.2M 366,842 +311,652 +565%
FEG
22
Financial Enhancement Group
Indiana
$12.1M 362,650 +73,659 +25%
Morgan Stanley
23
Morgan Stanley
New York
$10.9M 327,992 -11,228 -3%
K
24
Kemper
Illinois
$10.4M 311,817
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$10.3M 310,588 +54,758 +21%