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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

82 hedge funds and large institutions have $260M invested in SPDR Portfolio S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 25 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+54
Holders Change %
+192.86%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
56
Increased
25
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.8M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$52.3M
3
JWM
3
Jackson Wealth Management
Florida
$23.1M
4
FI
4
FormulaFolio Investments
Michigan
$11M
5
ODCM
5
Old Dominion Capital Management
Virginia
$13.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$1.25M 39,796 +39,796 New
XS
27
XR Securities
Illinois
$1.24M 39,517 +39,517 New
MAS
28
Managed Account Services
Florida
$1.2M 38,151 +38,151 New
Citigroup
29
Citigroup
New York
$1.04M 33,076 +24,474 +285%
MFS
30
McNamara Financial Services
Massachusetts
$1.02M 32,669 +32,669 New
Morgan Stanley
31
Morgan Stanley
New York
$985K 31,464 +24,317 +340%
CA
32
Cetera Advisors
Colorado
$943K 30,029 +30,029 New
AWM
33
AE Wealth Management
Kansas
$872K 27,843 +27,843 New
SS
34
Simplicity Solutions
Minnesota
$872K 27,843 +27,843 New
MML Investors Services
35
MML Investors Services
Massachusetts
$836K 26,688 +20,156 +309%
VFA
36
Voya Financial Advisors
Connecticut
$792K 25,200 +7,300 +41%
VIM
37
Vista Investment Management
Pennsylvania
$768K 24,535 +24,535 New
RA
38
RFG Advisory
Alabama
$762K 24,343 +24,343 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$734K 23,433 +23,433 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$721K 23,033 +23,033 New
FEG
41
Financial Enhancement Group
Indiana
$715K 22,833 +22,833 New
Bank of America
42
Bank of America
North Carolina
$709K 22,641 +18,969 +517%
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$661K 21,114 +21,114 New
CA
44
Continuum Advisory
Idaho
$614K 19,610 +19,610 New
BTS
45
BB&T Securities
Virginia
$541K 17,284 +12,963 +300%
CMBA
46
C.M. Bidwell & Associates
Hawaii
$507K 16,180 +16,180 New
AC
47
Alexandria Capital
Virginia
$424K 13,530 +13,530 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$410K 13,110 +13,110 New
NF
49
Nikulski Financial
Iowa
$378K 12,057 +12,057 New
FAAS
50
First Allied Advisory Services
California
$371K 11,822 +8,962 +313%
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