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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

152 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
3.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
25
Increased
83
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$46.2M
2
AA
2
Advisory Alpha
Michigan
$11.2M
3
K
3
Kemper
Illinois
$9.94M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$110M
5
GI
5
Gradient Investments
Minnesota
$73.2M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$9.49M
2
VFA
2
Voya Financial Advisors
Connecticut
$3.37M
3
UAS
3
United Asset Strategies
New York
$296K
4
AIS
4
Accurate Investment Solutions
Pennsylvania
$1.68M
5
FHC
5
First Heartland Consultants
Missouri
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Frontier Investment Management
Texas
$4.94M +$505K +15,841 +11%
RA
27
RFG Advisory
Alabama
$4.87M +$1.21M +38,094 +33%
LPL Financial
28
LPL Financial
California
$4.62M +$90.7K +2,845 +2%
Morgan Stanley
29
Morgan Stanley
New York
$4.5M +$2.12M +66,572 +89%
HighTower Advisors
30
HighTower Advisors
Illinois
$4.47M -$116K -3,650 -3%
UBS Group
31
UBS Group
Switzerland
$4.26M -$1.22M -38,239 -22%
CA
32
Corrado Advisors
New Jersey
$4.09M +$228K +7,144 +6%
WCM
33
Windsor Capital Management
Arizona
$4.02M +$739K +23,184 +22%
AG
34
Advisor Group
Arizona
$3.96M +$1.83M +57,549 +86%
RFM
35
Royal Fund Management
Florida
$3.94M -$457K -14,324 -10%
Jane Street
36
Jane Street
New York
$3.85M -$2.55M -80,010 -40%
AAS
37
Annex Advisory Services
Wisconsin
$3.77M +$1.98M +62,047 +111%
CCM
38
Coldstream Capital Management
Washington
$3.51M +$827K +25,949 +31%
MCWS
39
McKinley Carter Wealth Services
West Virginia
$3.48M +$351K +11,000 +11%
IWA
40
Inspirion Wealth Advisors
Illinois
$3.43M +$751K +23,566 +28%
VFA
41
Voya Financial Advisors
Connecticut
$3.37M -$3.1M -97,394 -48%
AWA
42
Arete Wealth Advisors
Illinois
$3.13M +$3.13M +98,073 New
GP
43
Girard Partners
Pennsylvania
$3.06M +$1.93M +60,427 +170%
RWM
44
Ritholtz Wealth Management
New York
$3.01M +$118K +3,714 +4%
MGIA
45
Moneta Group Investment Advisors
Missouri
$2.78M +$2.78M +87,288 New
VCM
46
Vivaldi Capital Management
Illinois
$2.76M +$360K +11,285 +15%
SWP
47
Strategic Wealth Partners
Ohio
$2.76M +$462K +14,480 +20%
FWM
48
Frontier Wealth Management
Missouri
$2.45M +$2.45M +76,883 New
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$2.42M +$179K +5,616 +8%
MAS
50
Managed Account Services
Florida
$2.38M +$319K +10,001 +15%
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