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SPDR S&P Retail ETF

153 hedge funds and large institutions have $2.88B invested in SPDR S&P Retail ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.69%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
55
Reduced
45
Closed
28
Calls
$171M
Puts
$571M
Net Calls
-$401M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$67K +$65.7K +730 +4,867%
CG
127
Cutler Group
California
$63K +$63K +700 New
Optiver Holding
128
Optiver Holding
Netherlands
$49K +$14.3K +157 +41%
BWA
129
BDO Wealth Advisors
Florida
$35K -$13.5K -150 -28%
AssetMark Inc
130
AssetMark Inc
California
$34K +$34K +381 New
LWM
131
Liberty Wealth Management
California
$31K
TA
132
Tectonic Advisors
Texas
$25K
PA
133
PSI Advisors
Florida
$25K +$25K +275 New
NFSG
134
Newbridge Financial Services Group
Florida
$23K
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22K +251 New
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$15K
AW
137
Avion Wealth
Texas
$14K
CFGS
138
Concourse Financial Group Securities
Alabama
$13K -$52.9K -570 -80%
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$11.2K
HI
140
Harbour Investments
Wisconsin
$10K -$8.3K -93 -45%
AWA
141
Arkadios Wealth Advisors
Georgia
$10K +$10K +115 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$9K -$11.8K -130 -57%
SPIA
143
Steward Partners Investment Advisory
New York
$9K +$455 +5 +5%
AC
144
AlphaCore Capital
California
$7K +$7K +83 New
TFO
145
Tarbox Family Office
California
$5K +$5K +60 New
NFG
146
Next Financial Group
Texas
$4K
CI
147
CX Institutional
Indiana
$3K -$27.5K -284 -90%
HWMA
148
Heritage Wealth Management (Arizona)
Arizona
$3K
SWM
149
Sugarloaf Wealth Management
Georgia
$3K +$3K +34 New
MA
150
Montag & Associates
Georgia
$2K