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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

254 hedge funds and large institutions have $1.43B invested in SPDR Portfolio S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 139 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
5.58%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.88%
New
38
Increased
139
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$21.7M
2
ODG
2
O'Dell Group
Ohio
$19.8M
3
FI
3
FormulaFolio Investments
Michigan
$37.4M
4
ACG
4
Allen Capital Group
Nebraska
$17.6M
5
AG
5
Advisor Group
Arizona
$33.7M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$18.4M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$42.6M
3
CCFM
3
Clear Creek Financial Management
Washington
$30.4M
4
GI
4
Gradient Investments
Minnesota
$14.9M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$60K 1,720 -772 -31%
ASN
227
Advisory Services Network
Georgia
$59K 1,696 – –
CAC
228
Certified Advisory Corp
Florida
$48K 1,390 +565 +68%
FFW
229
Fusion Family Wealth
New York
$40K 1,142 +351 +44%
PGAM
230
Princeton Global Asset Management
New Jersey
$36K 1,042 +1,042 New
CFGS
231
Concourse Financial Group Securities
Alabama
$35K 1,016 -111 -10%
WAS
232
Winch Advisory Services
Wisconsin
$35K 1,007 -8 -0.8%
SIS
233
Sound Income Strategies
Florida
$26K 735 +659 +867%
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K 692 +692 New
FEM
235
Fulcrum Equity Management
Texas
$23K 667 +667 New
IWMA
236
Ironwood Wealth Management (Arizona)
Arizona
$21K 594 +188 +46%
AssetMark Inc
237
AssetMark Inc
California
$16K 453 +453 New
GEA
238
Glen Eagle Advisors
New Jersey
$15.9K 457 -15 -3%
FGAM
239
Financial Gravity Asset Management
Texas
$15K 430 +430 New
BlackRock
240
BlackRock
New York
$13K 384 – –
PCG
241
Private Capital Group
Connecticut
$10K 284 – –
US Bancorp
242
US Bancorp
Minnesota
$10K 285 – –
BC
243
Barnett & Company
Tennessee
$9K 250 -1,315 -84%
BCA
244
Bray Capital Advisors
Florida
$9K 260 – –
PA
245
Parallel Advisors
California
$9K 260 +12 +5%
SWP
246
Strategic Wealth Partners
Ohio
$6.96K 202,205 +27,147 +16%
GRP
247
Global Retirement Partners
California
$6K 180 – –
GTAM
248
Global Trust Asset Management
Florida
$6K 167 +26 +18%
AIP
249
Ameritas Investment Partners
Nebraska
$3K 113 +15 +15%
GAM
250
Gemmer Asset Management
California
$1K 40 – –
7 8 9
10
11