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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
5.05%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
33
Increased
135
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.6M
2
AI
2
Atria Investments
North Carolina
$60.8M
3
VC
3
Vicus Capital
Pennsylvania
$18.3M
4
Creative Planning
4
Creative Planning
Kansas
$49.4M
5
JWM
5
Jackson Wealth Management
Florida
$35.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RA
2
RFG Advisory
Alabama
$15.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$1.75M
5
Ameriprise
5
Ameriprise
Minnesota
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$12.8M 371,366 +3,964 +1%
ACA
27
Aptus Capital Advisors
Alabama
$12.5M 362,617 +113,752 +46%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$12.5M 360,683 +138,365 +62%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$12.1M 350,488 +120,319 +52%
RJA
30
Raymond James & Associates
Florida
$11.5M 331,784 +66,432 +25%
CPA
31
Clear Perspective Advisors
Illinois
$10.8M 312,998 +131,228 +72%
K
32
Kemper
Illinois
$10.8M 311,817 – –
JFA
33
JNBA Financial Advisors
Minnesota
$10.6M 308,230 +107,283 +53%
RFM
34
Royal Fund Management
Florida
$10.5M 303,888 +16,218 +6%
BC
35
Brio Consultants
California
$10.1M 292,424 +18,845 +7%
SFG
36
StrategIQ Financial Group
Indiana
$9.96M 288,255 +8,664 +3%
ODCM
37
Old Dominion Capital Management
Virginia
$9.85M 285,282 -5,088 -2%
MGIA
38
Moneta Group Investment Advisors
Missouri
$9.82M 284,221 +197,191 +227%
VCM
39
Vivaldi Capital Management
Illinois
$9.74M 281,976 +100,557 +55%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$9.55M 276,606 +1,991 +0.7%
GP
41
Girard Partners
Pennsylvania
$8.24M 238,515 +31,489 +15%
WCM
42
Windsor Capital Management
Arizona
$7.62M 220,507 +15,988 +8%
W
43
Wealthquest
Ohio
$7.58M 219,423 -17,105 -7%
PAG
44
Pinnacle Advisory Group
Maryland
$7.28M 210,642 +16,710 +9%
WPSG
45
Wealth & Pension Services Group
Georgia
$7.19M 208,206 +12,146 +6%
CF
46
Copperwynd Financial
Arizona
$7.04M 203,670 -16,633 -8%
CCM
47
Coldstream Capital Management
Washington
$6.99M 202,265 +39,569 +24%
Mariner
48
Mariner
Kansas
$6.82M 197,402 +26,508 +16%
TCM
49
Towercrest Capital Management
Pennsylvania
$6.65M 192,664 -4,664 -2%
AWMG
50
Alliance Wealth Management Group
New Jersey
$6.52M 188,878 -8,220 -4%
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