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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

196 hedge funds and large institutions have $933M invested in SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
4.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.67%
New
45
Increased
85
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$55.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$43.5M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
GI
4
Gradient Investments
Minnesota
$82.7M
5
AG
5
Advisor Group
Arizona
$12M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.8M
3
PP
3
Pension Partners
New York
$0
4
JWM
4
Jackson Wealth Management
Florida
$11M
5
TRCT
5
Tower Research Capital (TRC)
New York
$23K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.45M 255,080 +31,606 +14%
SFG
27
StrategIQ Financial Group
Indiana
$7.4M 253,249 +14,203 +6%
CWSR
28
Chessman Wealth Strategies RIA
Texas
$7.35M 251,547 +248,481 +8,104%
RFM
29
Royal Fund Management
Florida
$6.99M 239,151 +164,940 +222%
RWM
30
Ritholtz Wealth Management
New York
$6.86M 234,854 +138,246 +143%
CA
31
Continuum Advisory
Idaho
$6.56M 224,631 -14,619 -6%
W
32
Wealthquest
Ohio
$6.24M 213,507 +213,507 New
Citadel Advisors
33
Citadel Advisors
Florida
$5.86M 200,545 +173,004 +628%
TCM
34
Towercrest Capital Management
Pennsylvania
$5.77M 197,466 -2,378 -1%
AWMG
35
Alliance Wealth Management Group
New Jersey
$5.76M 197,236 -2,382 -1%
WPSG
36
Wealth & Pension Services Group
Georgia
$5.75M 196,696 -105,978 -35%
WCM
37
Windsor Capital Management
Arizona
$5.45M 186,691 +24,618 +15%
GP
38
Girard Partners
Pennsylvania
$5.07M 173,739 +26,886 +18%
PAG
39
Pinnacle Advisory Group
Maryland
$4.97M 170,213 +133,931 +369%
FIM
40
Frontier Investment Management
Texas
$4.64M 158,769 +2,971 +2%
JFA
41
JNBA Financial Advisors
Minnesota
$4.48M 153,435 +153,435 New
MAS
42
Managed Account Services
Florida
$4.35M 139,146 +23,981 +21%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$4.3M 147,031 +140,637 +2,200%
SWP
44
Strategic Wealth Partners
Ohio
$4.28M 130,187 +31,755 +32%
RJA
45
Raymond James & Associates
Florida
$4.23M 144,780 +94,596 +188%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.16M 142,426 +170 +0.1%
LPL Financial
47
LPL Financial
California
$4.12M 141,112 -10,690 -7%
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$4.04M 138,189 +138,189 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$3.67M 125,476 -56,109 -31%
CA
50
Corrado Advisors
New Jersey
$3.66M 125,445 -8,373 -6%
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