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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

254 hedge funds and large institutions have $1.43B invested in SPDR Portfolio S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 139 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
5.58%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.88%
New
38
Increased
139
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$21.7M
2
ODG
2
O'Dell Group
Ohio
$19.8M
3
FI
3
FormulaFolio Investments
Michigan
$37.4M
4
ACG
4
Allen Capital Group
Nebraska
$17.6M
5
AG
5
Advisor Group
Arizona
$33.7M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$18.4M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$42.6M
3
CCFM
3
Clear Creek Financial Management
Washington
$30.4M
4
GI
4
Gradient Investments
Minnesota
$14.9M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$14.9M 427,884 +10,888 +3%
GI
27
Gradient Investments
Minnesota
$14.9M 426,864 -316,476 -43%
CFG
28
Cooper Financial Group
California
$14.1M 404,596 -40,843 -9%
UBS Group
29
UBS Group
Switzerland
$13.4M 385,509 +14,143 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13.4M 383,517 +22,834 +6%
RJA
31
Raymond James & Associates
Florida
$12.4M 355,650 +23,866 +7%
RFM
32
Royal Fund Management
Florida
$12.2M 350,496 +46,608 +15%
Morgan Stanley
33
Morgan Stanley
New York
$12M 345,562 -27,207 -7%
VCM
34
Vivaldi Capital Management
Illinois
$11.8M 339,956 +57,980 +21%
BC
35
Brio Consultants
California
$11.5M 328,791 +36,367 +12%
W
36
Wealthquest
Ohio
$11.1M 317,515 +98,092 +45%
MGIA
37
Moneta Group Investment Advisors
Missouri
$11M 316,528 +32,307 +11%
ACM
38
AlphaStar Capital Management
North Carolina
$10.9M 312,562 +137,279 +78%
K
39
Kemper
Illinois
$10.9M 311,817 – –
JFA
40
JNBA Financial Advisors
Minnesota
$10.5M 301,355 -6,875 -2%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$10.2M 293,268 +16,662 +6%
SFG
42
StrategIQ Financial Group
Indiana
$10.2M 291,300 +3,045 +1%
CCMG
43
Clark Capital Management Group
Pennsylvania
$10.1M 291,191 +291,191 New
LPL Financial
44
LPL Financial
California
$10.1M 288,490 +105,380 +58%
ODCM
45
Old Dominion Capital Management
Virginia
$9.8M 281,269 -4,013 -1%
GP
46
Girard Partners
Pennsylvania
$9.41M 270,019 +31,504 +13%
Wells Fargo
47
Wells Fargo
California
$9.18M 263,428 -108,204 -29%
WCM
48
Windsor Capital Management
Arizona
$8.9M 255,400 +34,893 +16%
PAG
49
Pinnacle Advisory Group
Maryland
$8.48M 243,400 +32,758 +16%
MAS
50
Managed Account Services
Florida
$8.26M 237,377 +65,324 +38%
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