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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
5.05%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
33
Increased
135
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.6M
2
AI
2
Atria Investments
North Carolina
$60.8M
3
VC
3
Vicus Capital
Pennsylvania
$18.3M
4
Creative Planning
4
Creative Planning
Kansas
$49.4M
5
JWM
5
Jackson Wealth Management
Florida
$35.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RA
2
RFG Advisory
Alabama
$15.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$1.75M
5
Ameriprise
5
Ameriprise
Minnesota
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$6.33M 183,110 +28,745 +19%
ACM
52
AlphaStar Capital Management
North Carolina
$6.05M 175,283 +124,194 +243%
SWP
53
Strategic Wealth Partners
Ohio
$6.05M 175,058 -8,551 -5%
MAS
54
Managed Account Services
Florida
$6.04M 172,053 +12,704 +8%
LFG
55
LifePlan Financial Group
Ohio
$5.82M 168,343 +8,860 +6%
BWFA
56
Baltimore-Washington Financial Advisors
Maryland
$5.68M 164,328 +18,557 +13%
CA
57
Corrado Advisors
New Jersey
$5.59M 161,822 +18,145 +13%
CA
58
Continuum Advisory
Idaho
$5.49M 157,799 +42,432 +37%
VBFP
59
Valtinson Bruner Financial Planning
Minnesota
$5.49M 158,996 +24,271 +18%
LWA
60
Lenox Wealth Advisors
New York
$5.31M 153,799 +151,299 +6,052%
FIM
61
Frontier Investment Management
Texas
$5.23M 151,472 +5,489 +4%
MA
62
Mutual Advisors
Nebraska
$4.86M 140,796 +56,229 +66%
HighTower Advisors
63
HighTower Advisors
Illinois
$4.73M 137,005 -6,469 -5%
WP
64
WealthSource Partners
California
$4.72M 136,740 +83,739 +158%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$4.67M 135,253 +2,812 +2%
AFP
66
Ausdal Financial Partners
Iowa
$4.55M 128,413 +28,182 +28%
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$4.47M 129,527 +8,283 +7%
TC
68
TownSquare Capital
Utah
$4.29M 124,448 +30,839 +33%
SMG
69
Smart Money Group
Texas
$4.26M 123,183 +4,063 +3%
IWA
70
Inspirion Wealth Advisors
Illinois
$4.13M 119,564 +7,960 +7%
RFN
71
RDA Financial Network
Iowa
$3.75M 107,268 +30,790 +40%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$3.71M 107,334 +104,298 +3,435%
ACG
73
Allen Capital Group
Nebraska
$3.6M 104,311 +1,008 +1%
MFS
74
McNamara Financial Services
Massachusetts
$3.48M 104,586 +21,272 +26%
AF
75
Advisornet Financial
Minnesota
$3.26M 94,292 +19,129 +25%
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