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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 %
BCA
301
Bray Capital Advisors
Florida
$10K 260 – –
PA
302
Parallel Advisors
California
$10K 260 – –
GRP
303
Global Retirement Partners
California
$7K 181 +1 +0.6%
VFA
304
Valeo Financial Advisors
Indiana
$7K 180 +180 New
GTAM
305
Global Trust Asset Management
Florida
$6K 168 +1 +0.6%
FCM
306
Firestone Capital Management
Florida
$6K 150 +150 New
AIP
307
Ameritas Investment Partners
Nebraska
$4K 113 – –
TI
308
tru Independence
Oregon
$3K 100 +100 New
GAM
309
Gemmer Asset Management
California
$2K 40 – –
HIA
310
Harbor Investment Advisory
Maryland
$2K 53 +53 New
BW
311
Bison Wealth
Georgia
$2K 61 +61 New
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$1K 33 -7 -18%
CFN
313
Cordasco Financial Network
Florida
$1K 29 – –
JWM
314
Janiczek Wealth Management
Colorado
$1K 40 +1 +3%
LFG
315
Larson Financial Group
Missouri
$1K 21 +10 +91%
BWM
316
BerganKDV Wealth Management
Minnesota
$1K 37 +37 New
PGAM
317
Princeton Global Asset Management
New Jersey
$35 936 -106 -10%
TRCT
318
Tower Research Capital (TRC)
New York
– – -49,404 Closed
NFG
319
Next Financial Group
Texas
– – -30,153 Closed
CCM
320
Canal Capital Management
Virginia
– – -28,095 Closed
5L
321
55I LLC
Massachusetts
– – -18,333 Closed
GSWM
322
Golden State Wealth Management
California
– – -13,892 Closed
VHAM
323
Van Hulzen Asset Management
California
– – -13,725 Closed
LFAS
324
Level Four Advisory Services
Texas
– – -12,764 Closed
Betterment LLC
325
Betterment LLC
New York
– – -10,100 Closed
10 11 12
13
14