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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 %
AIM
251
Arcadia Investment Management
Michigan
$261K 6,892 – –
LM
252
Legg Mason
Maryland
$254K 6,656 +31 +0.5%
ADL
253
Asset Dedication LLC
California
$252K 6,690 +43 +0.6%
I2I
254
Insight 2811 Inc
Illinois
$251K 6,627 +6,627 New
SL
255
Savior LLC
Massachusetts
$248K 6,569 +6,569 New
FC
256
Fusion Capital
South Carolina
$245K 6,470 +6,470 New
CWM
257
Campbell Wealth Management
Virginia
$241K 6,384 +6,384 New
GWM
258
Geneos Wealth Management
Colorado
$236K 6,233 +825 +15%
BFA
259
Beacon Financial Advisory
Ohio
$234K 6,202 +6,202 New
LA
260
LexAurum Advisors
Kansas
$233K 6,171 +6,171 New
CIA
261
Capital Investment Advisors
Georgia
$232K 6,130 – –
TCA
262
Transcend Capital Advisors
New Jersey
$225K 5,952 +5,952 New
APA
263
American Portfolios Advisors
New York
$221K 5,849 -97,596 -94%
NPF
264
Norris Perne & French
Michigan
$219K 5,791 +5,791 New
IWM
265
IHT Wealth Management
Illinois
$208K 5,506 +5,506 New
UCFA
266
United Capital Financial Advisors
Texas
$203K 5,376 -1,123 -17%
TA
267
TFG Advisers
Michigan
$203K 5,370 +5,370 New
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$202K 5,345 -1,658 -24%
Royal Bank of Canada
269
Royal Bank of Canada
Ontario, Canada
$162K 4,285 +2,534 +145%
JWA
270
JFS Wealth Advisors
Pennsylvania
$147K 3,882 +9 +0.2%
CI
271
CX Institutional
Indiana
$118K 3,107 -188,144 -98%
SPIA
272
Steward Partners Investment Advisory
New York
$83K 2,216 -940 -30%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$72K 1,915 -1,334 -41%
FHA
274
Flagship Harbor Advisors
Massachusetts
$68K 1,804 – –
CFD
275
Creative Financial Designs
Indiana
$67K 1,745 +1,745 New
9 10
11
12 13