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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

316 hedge funds and large institutions have $1.99B invested in SPDR Portfolio S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 18 closing their positions.

Holders
316
Holders Change
+62
Holders Change %
+24.41%
% of All Funds
6.24%
Holding in Top 10
62
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+55%
% of All Funds
1.22%
New
83
Increased
122
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$125M
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$44.8M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$37.1M
4
VCM
4
Virtue Capital Management
Tennessee
$24.1M
5
SFP
5
Strategic Financial Partners
Oregon
$16.9M

Top Sellers

1
JWM
1
Jackson Wealth Management
Florida
$18.7M
2
GI
2
Gradient Investments
Minnesota
$269K
3
CPA
3
Clear Perspective Advisors
Illinois
$14.6M
4
SFP
4
Shepherd Financial Partners
Massachusetts
$37.4M
5
CI
5
CX Institutional
Indiana
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
26
Jackson Wealth Management
Florida
$18.7M 482,682 -728,462 -60%
RA
27
RFG Advisory
Alabama
$17.7M 468,251 -4,369 -0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$17.6M 464,830 +18,684 +4%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$17.3M 458,386 +30,502 +7%
SFP
30
Strategic Financial Partners
Oregon
$16.9M 446,145 +446,145 New
ACM
31
AlphaStar Capital Management
North Carolina
$16.3M 431,154 +118,592 +38%
UBS Group
32
UBS Group
Switzerland
$16M 422,340 +36,831 +10%
ACA
33
Aptus Capital Advisors
Alabama
$15.8M 418,587 +221,583 +112%
FAAM
34
First Ascent Asset Management
Colorado
$15.3M 405,338 +405,338 New
AWM
35
AE Wealth Management
Kansas
$15.3M 404,997 +236,877 +141%
CPA
36
Clear Perspective Advisors
Illinois
$14.6M 386,714 -263,919 -41%
SS
37
Simplicity Solutions
Minnesota
$14.3M 377,035 +229,116 +155%
AAS
38
Annex Advisory Services
Wisconsin
$13.9M 366,253 -71,955 -16%
RJA
39
Raymond James & Associates
Florida
$13.4M 355,185 -465 -0.1%
BC
40
Brio Consultants
California
$13.3M 350,777 +21,986 +7%
Morgan Stanley
41
Morgan Stanley
New York
$13.1M 347,353 +1,791 +0.5%
VCM
42
Vivaldi Capital Management
Illinois
$13.1M 345,766 +5,810 +2%
RFM
43
Royal Fund Management
Florida
$12.8M 338,331 -12,165 -3%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$12.7M 335,261 +335,261 New
MGIA
45
Moneta Group Investment Advisors
Missouri
$12.4M 328,345 +11,817 +4%
CIA
46
Compass Ion Advisors
Pennsylvania
$12M 316,701 +316,701 New
K
47
Kemper
Illinois
$11.8M 311,817 – –
IAA
48
Independent Advisor Alliance
North Carolina
$11.5M 302,939 +227,573 +302%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$11.2M 301,277 -133,817 -31%
SFG
50
StrategIQ Financial Group
Indiana
$11M 289,910 -1,390 -0.5%
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