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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

174 hedge funds and large institutions have $802M invested in SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.98%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
28
Increased
92
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Pension Partners
New York
$11.2M
2
Ameriprise
2
Ameriprise
Minnesota
$16M
3
GI
3
Gradient Investments
Minnesota
$83.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.02M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$104K
3
FIA
3
Foundations Investment Advisors
Arizona
$262K
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
RA
5
RFG Advisory
Alabama
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthSource Partners
California
$2.39M +$82.3K +2,416 +4%
RA
52
RFG Advisory
Alabama
$2.38M -$2.82M -82,789 -54%
AW
53
ACG Wealth
Georgia
$2.32M +$2.32M +68,189 New
MFS
54
McNamara Financial Services
Massachusetts
$2.22M +$204K +5,984 +10%
BWFA
55
Baltimore-Washington Financial Advisors
Maryland
$2.08M +$984K +28,887 +90%
AIS
56
Accurate Investment Solutions
Pennsylvania
$2.02M +$227K +6,668 +13%
CCM
57
Canal Capital Management
Virginia
$2M +$1.17M +34,436 +141%
GF
58
Goodman Financial
Texas
$1.99M +$64.9K +1,906 +3%
AF
59
Advisornet Financial
Minnesota
$1.94M +$387K +11,365 +25%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.93M +$1.08M +31,775 +127%
PWS
61
Paragon Wealth Strategies
Florida
$1.93M +$791K +23,225 +70%
AFP
62
Ausdal Financial Partners
Iowa
$1.91M +$278K +8,170 +17%
MWAC
63
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.84M +$664K +19,500 +57%
SS
64
Simplicity Solutions
Minnesota
$1.8M -$619K -18,175 -26%
AWM
65
AE Wealth Management
Kansas
$1.72M -$697K -20,444 -29%
RJA
66
Raymond James & Associates
Florida
$1.71M +$1.33M +38,917 +345%
Bank of America
67
Bank of America
North Carolina
$1.69M +$223K +6,540 +15%
VDFA
68
Vickerman & Driscoll Financial Advisors
Washington
$1.67M +$150K +4,393 +10%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.6M +$1.33M +38,945 +480%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$1.58M -$54.5K -1,600 -3%
VIM
71
Vista Investment Management
Pennsylvania
$1.51M +$611K +17,950 +68%
FC
72
Financial Consulate
Maryland
$1.44M -$921K -27,019 -39%
ACM
73
AlphaStar Capital Management
North Carolina
$1.36M -$153K -4,501 -10%
VIP
74
Vantage Investment Partners
Missouri
$1.34M +$603K +17,692 +82%
CIAS
75
Capital Investment Advisory Services
North Carolina
$1.33M +$242K +7,117 +22%
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