SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

316 hedge funds and large institutions have $1.99B invested in SPDR Portfolio S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 18 closing their positions.

Holders
316
Holders Change
+62
Holders Change %
+24.41%
% of All Funds
6.24%
Holding in Top 10
62
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+55%
% of All Funds
1.22%
New
83
Increased
122
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$125M
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$44.8M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$37.1M
4
VCM
4
Virtue Capital Management
Tennessee
$24.1M
5
SFP
5
Strategic Financial Partners
Oregon
$16.9M

Top Sellers

1
JWM
1
Jackson Wealth Management
Florida
$18.7M
2
GI
2
Gradient Investments
Minnesota
$269K
3
CPA
3
Clear Perspective Advisors
Illinois
$14.6M
4
SFP
4
Shepherd Financial Partners
Massachusetts
$37.4M
5
CI
5
CX Institutional
Indiana
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
GP
51
Girard Partners
Pennsylvania
$10.9M 289,364 +19,345 +7%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$10.9M 287,766 -5,502 -2%
IWP
53
IAG Wealth Partners
Wisconsin
$10.8M 284,583 +284,583 New
WCM
54
Windsor Capital Management
Arizona
$10.7M 283,355 +27,955 +11%
Wells Fargo
55
Wells Fargo
California
$10.7M 282,260 +18,832 +7%
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$10.5M 275,757 +130,592 +90%
MAS
57
Managed Account Services
Florida
$10.2M 264,655 +27,278 +11%
C1AG
58
Client 1st Advisory Group
Florida
$10M 265,337 +265,337 New
CCMG
59
Clark Capital Management Group
Pennsylvania
$9.96M 263,369 -27,822 -10%
JFA
60
JNBA Financial Advisors
Minnesota
$9.85M 260,356 -40,999 -14%
LWA
61
Lenox Wealth Advisors
New York
$9.79M 258,821 +22,746 +10%
ODCM
62
Old Dominion Capital Management
Virginia
$9.72M 256,909 -24,360 -9%
SA
63
Stewardship Advisors
Pennsylvania
$9.67M 255,778 +255,778 New
PAG
64
Pinnacle Advisory Group
Maryland
$9.43M 249,372 +5,972 +2%
Mariner
65
Mariner
Kansas
$9.43M 249,214 +33,526 +16%
DA
66
Detalus Advisors
Missouri
$9.2M 243,340 +243,340 New
Financial Engines Advisors
67
Financial Engines Advisors
California
$8.85M 233,906 +212,910 +1,014%
SWP
68
Strategic Wealth Partners
Ohio
$8.29M 219,099 +16,894 +8%
AF
69
Advisornet Financial
Minnesota
$7.91M 209,225 +69,448 +50%
TCM
70
Towercrest Capital Management
Pennsylvania
$7.77M 205,309 -1,803 -0.9%
FFC
71
Fure Financial Corporation
Minnesota
$7.48M 197,811 +197,811 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$7.43M 196,515 +46,078 +31%
LW
73
Linscomb Wealth
Texas
$7.4M 195,611 +195,611 New
AWMG
74
Alliance Wealth Management Group
New Jersey
$7.35M 194,448 -1,430 -0.7%
BWFA
75
Baltimore-Washington Financial Advisors
Maryland
$7.27M 192,191 +6,751 +4%
1 2
3
4 5