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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

134 hedge funds and large institutions have $545M invested in SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
134
Holders Change
+52
Holders Change %
+63.41%
% of All Funds
3.08%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.39%
New
55
Increased
56
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$63M
2
TC
2
Trilogy Capital
California
$43.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$98.5M
4
PWA
4
Peterson Wealth Advisors
Utah
$34.2M
5
CF
5
Copperwynd Financial
Arizona
$14.5M

Top Sellers

1
CWSR
1
Chessman Wealth Strategies RIA
Texas
$3.86M
2
AG
2
Advisor Group
Arizona
$2.06M
3
XS
3
XR Securities
Illinois
$0
4
ODCM
4
Old Dominion Capital Management
Virginia
$12.7M
5
UBS Group
5
UBS Group
Switzerland
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWSR
26
Chessman Wealth Strategies RIA
Texas
$3.86M -$3.03M -97,873 -44%
CA
27
Corrado Advisors
New Jersey
$3.75M +$3.75M +121,195 New
RA
28
RFG Advisory
Alabama
$3.54M +$2.79M +90,177 +370%
UAS
29
United Asset Strategies
New York
$3.24M +$142K +4,603 +5%
WCM
30
Windsor Capital Management
Arizona
$3.19M +$3.19M +103,053 New
Ameriprise
31
Ameriprise
Minnesota
$3.09M +$396K +12,810 +15%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$3.04M +$464K +14,981 +18%
FHC
33
First Heartland Consultants
Missouri
$2.88M +$2.63M +85,149 +1,082%
RWM
34
Ritholtz Wealth Management
New York
$2.81M +$2.81M +90,731 New
CCM
35
Coldstream Capital Management
Washington
$2.6M +$2.6M +84,150 New
IWA
36
Inspirion Wealth Advisors
Illinois
$2.6M +$2.6M +84,059 New
FC
37
Financial Consulate
Maryland
$2.51M +$2.51M +81,044 New
VCM
38
Vivaldi Capital Management
Illinois
$2.33M +$715K +23,116 +44%
Morgan Stanley
39
Morgan Stanley
New York
$2.31M +$1.33M +43,048 +137%
SWP
40
Strategic Wealth Partners
Ohio
$2.23M +$2.19M +70,898 +6,645%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$2.18M +$1.52M +49,204 +233%
ACG
42
Allen Capital Group
Nebraska
$2.07M +$663K +21,429 +47%
AG
43
Advisor Group
Arizona
$2.06M -$1.45M -46,736 -41%
CFGF
44
Compass Financial Group (Florida)
Florida
$2.04M +$185K +5,967 +10%
MAS
45
Managed Account Services
Florida
$2M +$822K +26,552 +70%
ACM
46
AlphaStar Capital Management
North Carolina
$1.89M +$1.89M +61,056 New
AWM
47
AE Wealth Management
Kansas
$1.88M +$1.02M +33,026 +119%
SS
48
Simplicity Solutions
Minnesota
$1.88M +$1.02M +32,983 +118%
CA
49
Cetera Advisors
Colorado
$1.75M +$817K +26,461 +88%
AAS
50
Annex Advisory Services
Wisconsin
$1.73M +$1.73M +56,048 New
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