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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

316 hedge funds and large institutions have $1.99B invested in SPDR Portfolio S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 18 closing their positions.

Holders
316
Holders Change
+62
Holders Change %
+24.41%
% of All Funds
6.24%
Holding in Top 10
62
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+55%
% of All Funds
1.22%
New
83
Increased
122
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$125M
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$44.8M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$37.1M
4
VCM
4
Virtue Capital Management
Tennessee
$24.1M
5
SFP
5
Strategic Financial Partners
Oregon
$16.9M

Top Sellers

1
JWM
1
Jackson Wealth Management
Florida
$18.7M
2
GI
2
Gradient Investments
Minnesota
$269K
3
CPA
3
Clear Perspective Advisors
Illinois
$14.6M
4
SFP
4
Shepherd Financial Partners
Massachusetts
$37.4M
5
CI
5
CX Institutional
Indiana
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$411K 10,879 -1,504 -12%
MIM
227
Moseley Investment Management
Florida
$403K 10,650 -2,455 -19%
AFWM
228
AMJ Financial Wealth Management
Virginia
$386K 10,199 +10,199 New
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$379K 10,019 +339 +4%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$378K 9,983 -161 -2%
NGA
231
Naples Global Advisors
Florida
$372K 9,825 +300 +3%
MSAM
232
Moloney Securities Asset Management
Missouri
$356K 9,409 +458 +5%
FWM
233
Frontier Wealth Management
Missouri
$356K 9,420 +9,420 New
AF
234
Aldebaran Financial
$355K 9,393 +345 +4%
RWA
235
Redhawk Wealth Advisors
Minnesota
$354K 9,359 -87,918 -90%
CPIG
236
Chicago Partners Investment Group
Illinois
$339K 8,715 – –
FFG
237
Frisch Financial Group
New York
$330K 8,718 -5,168 -37%
WP
238
WealthShield Partners
North Carolina
$320K 8,468 -1,097 -11%
BCI
239
Brinker Capital Investments
Pennsylvania
$312K 8,241 +4,256 +107%
GSIS
240
Global Strategic Investment Solutions
Arizona
$303K 8,000 +8,000 New
TCWM
241
Total Clarity Wealth Management
Illinois
$297K 7,863 +7,863 New
NWM
242
Northwest Wealth Management
Iowa
$294K 7,782 -8,996 -54%
KBFS
243
Kohmann Bosshard Financial Services
Ohio
$291K 7,704 – –
AW
244
ACG Wealth
Georgia
$277K 7,330 -47,904 -87%
PPWM
245
PFG Private Wealth Management
Florida
$273K 7,212 +7,212 New
GI
246
Gradient Investments
Minnesota
$269K 7,117 -419,747 -98%
BFG
247
Barber Financial Group
Kansas
$267K 7,072 -10,062 -59%
VR
248
Viridian RIA
Washington
$266K 7,029 +279 +4%
LCM
249
LVM Capital Management
Michigan
$265K 7,000 – –
CF
250
Centaurus Financial
California
$262K 6,927 +6,927 New
8 9
10
11 12