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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

212 hedge funds and large institutions have $1.03B invested in SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
4.6%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
33
Increased
102
Reduced
59
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$42M
2
FHC
2
First Heartland Consultants
Missouri
$18.5M
3
CFG
3
Cooper Financial Group
California
$13.3M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$12.2M
5
JWM
5
Jackson Wealth Management
Florida
$21.9M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$25.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.8M
3
RA
3
RFG Advisory
Alabama
$21.2M
4
Bank of America
4
Bank of America
North Carolina
$24M
5
ACA
5
Aptus Capital Advisors
Alabama
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODCM
26
Old Dominion Capital Management
Virginia
$10.1M -$3M -86,606 -23%
Wells Fargo
27
Wells Fargo
California
$10M +$260K +7,825 +3%
RFM
28
Royal Fund Management
Florida
$9.56M +$1.61M +48,519 +20%
SFG
29
StrategIQ Financial Group
Indiana
$9.29M +$875K +26,342 +10%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$9.13M +$495K +14,882 +6%
BC
31
Brio Consultants
California
$9.09M -$2.37M -71,470 -21%
RJA
32
Raymond James & Associates
Florida
$8.82M +$4.01M +120,572 +83%
ACA
33
Aptus Capital Advisors
Alabama
$8.27M -$12.6M -377,890 -60%
W
34
Wealthquest
Ohio
$7.86M +$765K +23,021 +11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.65M +$2.76M +83,138 +57%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.39M +$3.22M +96,842 +77%
CF
37
Copperwynd Financial
Arizona
$7.32M +$7.32M +220,303 New
GP
38
Girard Partners
Pennsylvania
$6.88M +$1.11M +33,287 +19%
WCM
39
Windsor Capital Management
Arizona
$6.8M +$592K +17,828 +10%
JFA
40
JNBA Financial Advisors
Minnesota
$6.68M +$1.58M +47,512 +31%
TCM
41
Towercrest Capital Management
Pennsylvania
$6.56M -$4.59K -138 -0.1%
AWMG
42
Alliance Wealth Management Group
New Jersey
$6.55M -$4.59K -138 -0.1%
WPSG
43
Wealth & Pension Services Group
Georgia
$6.52M -$21.1K -636 -0.3%
PAG
44
Pinnacle Advisory Group
Maryland
$6.44M +$788K +23,719 +14%
SWP
45
Strategic Wealth Partners
Ohio
$6.17M +$1.8M +53,422 +41%
CPA
46
Clear Perspective Advisors
Illinois
$6.04M +$4.72M +142,108 +358%
VCM
47
Vivaldi Capital Management
Illinois
$6.03M +$2.4M +72,221 +66%
Mariner
48
Mariner
Kansas
$5.68M +$1.78M +53,628 +46%
MAS
49
Managed Account Services
Florida
$5.44M +$689K +20,203 +15%
CCM
50
Coldstream Capital Management
Washington
$5.41M +$1.47M +44,127 +37%
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