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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

174 hedge funds and large institutions have $802M invested in SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.98%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
28
Increased
92
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Pension Partners
New York
$11.2M
2
Ameriprise
2
Ameriprise
Minnesota
$16M
3
GI
3
Gradient Investments
Minnesota
$83.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.02M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$104K
3
FIA
3
Foundations Investment Advisors
Arizona
$262K
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
RA
5
RFG Advisory
Alabama
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Windsor Capital Management
Arizona
$5.52M +$1.22M +35,836 +28%
CCM
27
Coldstream Capital Management
Washington
$5.52M +$1.77M +51,943 +47%
FIM
28
Frontier Investment Management
Texas
$5.31M +$27.3K +800 +0.5%
LPL Financial
29
LPL Financial
California
$5.17M +$230K +6,746 +5%
TRCT
30
Tower Research Capital (TRC)
New York
$5.11M +$4.24M +124,416 +487%
GP
31
Girard Partners
Pennsylvania
$5M +$1.73M +50,862 +53%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.85M +$73.7K +2,163 +2%
CA
33
Corrado Advisors
New Jersey
$4.56M +$187K +5,479 +4%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$4M +$277K +8,118 +7%
MAS
35
Managed Account Services
Florida
$3.73M +$1.31M +40,461 +54%
IWA
36
Inspirion Wealth Advisors
Illinois
$3.73M +$59.2K +1,739 +2%
VCM
37
Vivaldi Capital Management
Illinois
$3.67M +$726K +21,299 +25%
Jane Street
38
Jane Street
New York
$3.67M -$443K -13,016 -11%
VFA
39
Voya Financial Advisors
Connecticut
$3.58M -$27.5K -806 -0.8%
RWA
40
Redhawk Wealth Advisors
Minnesota
$3.55M +$3.55M +104,306 New
SWP
41
Strategic Wealth Partners
Ohio
$3.35M +$408K +11,987 +14%
FWM
42
Frontier Wealth Management
Missouri
$3.31M +$686K +20,147 +26%
RWM
43
Ritholtz Wealth Management
New York
$3.29M +$73.7K +2,163 +2%
MGIA
44
Moneta Group Investment Advisors
Missouri
$3.19M +$220K +6,472 +7%
AWA
45
Arete Wealth Advisors
Illinois
$2.9M -$446K -13,088 -13%
AG
46
Advisor Group
Arizona
$2.76M -$1.47M -43,162 -35%
PWPS
47
Pinnacle Wealth Planning Services
Ohio
$2.7M +$117K +3,433 +5%
RFM
48
Royal Fund Management
Florida
$2.53M -$1.68M -49,429 -40%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.52M +$2.52M +73,807 New
CFGF
50
Compass Financial Group (Florida)
Florida
$2.5M +$15.5K +454 +0.6%
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