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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

134 hedge funds and large institutions have $545M invested in SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
134
Holders Change
+52
Holders Change %
+63.41%
% of All Funds
3.08%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.39%
New
55
Increased
56
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$63M
2
TC
2
Trilogy Capital
California
$43.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$98.5M
4
PWA
4
Peterson Wealth Advisors
Utah
$34.2M
5
CF
5
Copperwynd Financial
Arizona
$14.5M

Top Sellers

1
CWSR
1
Chessman Wealth Strategies RIA
Texas
$3.86M
2
AG
2
Advisor Group
Arizona
$2.06M
3
XS
3
XR Securities
Illinois
$0
4
ODCM
4
Old Dominion Capital Management
Virginia
$12.7M
5
UBS Group
5
UBS Group
Switzerland
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
51
Goodman Financial
Texas
$1.65M +$1.46M +47,331 +804%
Goldman Sachs
52
Goldman Sachs
New York
$1.6M -$6.5K -210 -0.4%
MFS
53
McNamara Financial Services
Massachusetts
$1.53M +$522K +16,880 +52%
VDFA
54
Vickerman & Driscoll Financial Advisors
Washington
$1.4M +$1.4M +45,363 New
SSWM
55
Sheets Smith Wealth Management
North Carolina
$1.32M +$912K +29,490 +225%
AF
56
Advisornet Financial
Minnesota
$1.28M +$1.2M +38,685 +1,373%
AFP
57
Ausdal Financial Partners
Iowa
$1.26M +$28.5K +921 +2%
GP
58
Girard Partners
Pennsylvania
$1.1M +$1.1M +35,564 New
CCM
59
Canal Capital Management
Virginia
$1.1M +$1.1M +35,499 New
Citigroup
60
Citigroup
New York
$1.03M +$7.36K +238 +0.7%
Mariner
61
Mariner
Kansas
$984K +$984K +31,794 New
PA
62
Parallel Advisors
California
$980K +$980K +31,666 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$964K +$239K +7,709 +33%
MSAM
64
Moloney Securities Asset Management
Missouri
$956K +$956K +30,890 New
GRP
65
Global Retirement Partners
California
$875K +$836K +26,996 +2,124%
FA
66
FDx Advisors
Illinois
$854K +$854K +27,610 New
TRCT
67
Tower Research Capital (TRC)
New York
$852K +$852K +27,537 New
Northern Trust
68
Northern Trust
Illinois
$851K +$851K +27,508 New
MML Investors Services
69
MML Investors Services
Massachusetts
$782K -$44.1K -1,424 -5%
VIM
70
Vista Investment Management
Pennsylvania
$772K +$12.8K +415 +2%
Bank of America
71
Bank of America
North Carolina
$756K +$55.6K +1,796 +8%
NF
72
Nikulski Financial
Iowa
$751K +$378K +12,227 +101%
PWS
73
Paragon Wealth Strategies
Florida
$696K +$696K +22,503 New
Wells Fargo
74
Wells Fargo
California
$690K +$325K +10,503 +89%
FC
75
Forte Capital
New York
$689K +$689K +22,259 New
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3
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