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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

152 hedge funds and large institutions have $709M invested in SPDR Portfolio S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
3.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
25
Increased
83
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$46.2M
2
AA
2
Advisory Alpha
Michigan
$11.2M
3
K
3
Kemper
Illinois
$9.94M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$110M
5
GI
5
Gradient Investments
Minnesota
$73.2M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$9.49M
2
VFA
2
Voya Financial Advisors
Connecticut
$3.37M
3
UAS
3
United Asset Strategies
New York
$296K
4
AIS
4
Accurate Investment Solutions
Pennsylvania
$1.68M
5
FHC
5
First Heartland Consultants
Missouri
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
CFGF
51
Compass Financial Group (Florida)
Florida
$2.32M 72,819 +6,758 +10%
CWM
52
Cornerstone Wealth Management
Missouri
$2.31M 73,956 +73,956 New
AWM
53
AE Wealth Management
Kansas
$2.26M 70,956 +10,087 +17%
SS
54
Simplicity Solutions
Minnesota
$2.26M 70,940 +10,114 +17%
FC
55
Financial Consulate
Maryland
$2.21M 69,218 -11,826 -15%
WP
56
WealthSource Partners
California
$2.16M 67,790 +60,838 +875%
MFS
57
McNamara Financial Services
Massachusetts
$1.89M 59,172 +9,623 +19%
GF
58
Goodman Financial
Texas
$1.81M 56,618 +3,402 +6%
AIS
59
Accurate Investment Solutions
Pennsylvania
$1.68M 52,708 -87,475 -62%
SSWM
60
Sheets Smith Wealth Management
North Carolina
$1.53M 48,000 +5,400 +13%
AFP
61
Ausdal Financial Partners
Iowa
$1.53M 47,940 +7,223 +18%
AF
62
Advisornet Financial
Minnesota
$1.45M 45,506 +4,003 +10%
VDFA
63
Vickerman & Driscoll Financial Advisors
Washington
$1.42M 44,480 -883 -2%
ACM
64
AlphaStar Capital Management
North Carolina
$1.41M 44,326 -16,730 -27%
Bank of America
65
Bank of America
North Carolina
$1.37M 43,090 +18,653 +76%
Mariner
66
Mariner
Kansas
$1.2M 37,473 +5,679 +18%
NF
67
Nikulski Financial
Iowa
$1.11M 34,854 +10,570 +44%
MSAM
68
Moloney Securities Asset Management
Missouri
$1.1M 34,636 +3,746 +12%
MWAC
69
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.1M 34,444 +12,219 +55%
PWS
70
Paragon Wealth Strategies
Florida
$1.07M 33,410 +10,907 +48%
Citigroup
71
Citigroup
New York
$1.06M 33,314 – –
PA
72
Parallel Advisors
California
$1.05M 32,878 +1,212 +4%
BWFA
73
Baltimore-Washington Financial Advisors
Maryland
$1.03M 32,247 +19,898 +161%
CIAS
74
Capital Investment Advisory Services
North Carolina
$1.02M 32,012 +870 +3%
Northern Trust
75
Northern Trust
Illinois
$872K 27,360 -148 -0.5%
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