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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

196 hedge funds and large institutions have $933M invested in SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
4.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.67%
New
45
Increased
85
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$55.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$43.5M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
GI
4
Gradient Investments
Minnesota
$82.7M
5
AG
5
Advisor Group
Arizona
$12M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.8M
3
PP
3
Pension Partners
New York
$0
4
JWM
4
Jackson Wealth Management
Florida
$11M
5
TRCT
5
Tower Research Capital (TRC)
New York
$23K
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$3.64M 124,492 +7,131 +6%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$3.52M 120,611 +41,244 +52%
BA
53
BKS Advisors
Michigan
$3.5M 119,756 +113,238 +1,737%
CCM
54
Coldstream Capital Management
Washington
$3.46M 118,569 -43,473 -27%
BWFA
55
Baltimore-Washington Financial Advisors
Maryland
$3.44M 117,642 +56,508 +92%
Mariner
56
Mariner
Kansas
$3.43M 117,266 +81,051 +224%
UAS
57
United Asset Strategies
New York
$3.32M 113,791 +104,002 +1,062%
VFA
58
Voya Financial Advisors
Connecticut
$3.23M 111,658 +6,662 +6%
VCM
59
Vivaldi Capital Management
Illinois
$3.19M 109,198 +1,426 +1%
IWA
60
Inspirion Wealth Advisors
Illinois
$3.1M 106,169 -3,195 -3%
AFP
61
Ausdal Financial Partners
Iowa
$3.01M 103,105 +46,995 +84%
ACG
62
Allen Capital Group
Nebraska
$3.01M 96,238 +75,374 +361%
RWA
63
Redhawk Wealth Advisors
Minnesota
$2.93M 92,013 -12,293 -12%
VIM
64
Vista Investment Management
Pennsylvania
$2.83M 96,697 +52,399 +118%
EFL
65
ERn Financial LLC
Wisconsin
$2.75M 94,094 +94,094 New
MGIA
66
Moneta Group Investment Advisors
Missouri
$2.63M 90,072 -3,688 -4%
AWA
67
Arete Wealth Advisors
Illinois
$2.44M 83,573 -1,412 -2%
FHC
68
First Heartland Consultants
Missouri
$2.41M 82,454 +74,859 +986%
MA
69
Mutual Advisors
Nebraska
$2.38M 81,328 +81,328 New
ACM
70
AlphaStar Capital Management
North Carolina
$2.28M 77,895 +38,070 +96%
MFS
71
McNamara Financial Services
Massachusetts
$2.22M 65,156 – –
Jane Street
72
Jane Street
New York
$2.04M 69,935 -37,678 -35%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.93M 66,220 +9,514 +17%
AW
74
ACG Wealth
Georgia
$1.87M 63,971 -4,218 -6%
PEA
75
Pacific Edge Advisors
California
$1.77M 60,500 +60,500 New
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3
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