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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

254 hedge funds and large institutions have $1.43B invested in SPDR Portfolio S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 139 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
5.58%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.88%
New
38
Increased
139
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$21.7M
2
ODG
2
O'Dell Group
Ohio
$19.8M
3
FI
3
FormulaFolio Investments
Michigan
$37.4M
4
ACG
4
Allen Capital Group
Nebraska
$17.6M
5
AG
5
Advisor Group
Arizona
$33.7M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$18.4M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$42.6M
3
CCFM
3
Clear Creek Financial Management
Washington
$30.4M
4
GI
4
Gradient Investments
Minnesota
$14.9M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
51
Lenox Wealth Advisors
New York
$8.23M 236,075 +82,276 +53%
Mariner
52
Mariner
Kansas
$7.52M 215,688 +18,286 +9%
CCM
53
Coldstream Capital Management
Washington
$7.47M 214,200 +11,935 +6%
WPSG
54
Wealth & Pension Services Group
Georgia
$7.43M 213,201 +4,995 +2%
WP
55
WealthSource Partners
California
$7.25M 208,153 +71,413 +52%
TCM
56
Towercrest Capital Management
Pennsylvania
$7.22M 207,112 +14,448 +7%
IA
57
IFP Advisors
Florida
$6.88M 198,557 +198,557 New
ACA
58
Aptus Capital Advisors
Alabama
$6.87M 197,004 -165,613 -46%
AWMG
59
Alliance Wealth Management Group
New Jersey
$6.83M 195,878 +7,000 +4%
CI
60
CX Institutional
Indiana
$6.67M 191,251 +136,764 +251%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$6.64M 190,462 +55,209 +41%
Jane Street
62
Jane Street
New York
$6.47M 185,591 +104,694 +129%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$6.46M 185,440 +21,112 +13%
LFG
64
LifePlan Financial Group
Ohio
$6.21M 178,059 +9,716 +6%
AWM
65
AE Wealth Management
Kansas
$5.86M 168,120 +153,539 +1,053%
CA
66
Continuum Advisory
Idaho
$5.74M 166,930 +9,131 +6%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.24M 150,437 +142,726 +1,851%
FIM
68
Frontier Investment Management
Texas
$5.24M 150,325 -1,147 -0.8%
HighTower Advisors
69
HighTower Advisors
Illinois
$5.17M 148,421 +11,416 +8%
SS
70
Simplicity Solutions
Minnesota
$5.16M 147,919 +147,919 New
MA
71
Mutual Advisors
Nebraska
$5.15M 147,647 +6,851 +5%
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$5.05M 145,165 -13,831 -9%
AF
73
Advisornet Financial
Minnesota
$4.87M 139,777 +45,485 +48%
CA
74
Corrado Advisors
New Jersey
$4.72M 135,522 -26,300 -16%
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$4.72M 135,356 +5,829 +5%
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3
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