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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

134 hedge funds and large institutions have $545M invested in SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
134
Holders Change
+52
Holders Change %
+63.41%
% of All Funds
3.08%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.39%
New
55
Increased
56
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$63M
2
TC
2
Trilogy Capital
California
$43.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$98.5M
4
PWA
4
Peterson Wealth Advisors
Utah
$34.2M
5
CF
5
Copperwynd Financial
Arizona
$14.5M

Top Sellers

1
CWSR
1
Chessman Wealth Strategies RIA
Texas
$3.86M
2
AG
2
Advisor Group
Arizona
$2.06M
3
XS
3
XR Securities
Illinois
$0
4
ODCM
4
Old Dominion Capital Management
Virginia
$12.7M
5
UBS Group
5
UBS Group
Switzerland
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
76
Mariner Wealth Advisors (Cincinnati)
Ohio
$688K +$688K +22,225 New
BTS
77
BB&T Securities
Virginia
$530K -$4.27K -138 -0.8%
AC
78
Alexandria Capital
Virginia
$514K +$95.2K +3,075 +23%
IFWM
79
Institute for Wealth Management
Colorado
$465K +$465K +14,986 New
WP
80
WealthPLAN Partners
Nebraska
$429K +$94K +3,036 +28%
CCM
81
Condor Capital Management
New Jersey
$395K +$395K +12,774 New
FAAS
82
First Allied Advisory Services
California
$388K +$22.7K +734 +6%
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$382K +$382K +12,349 New
LM
84
Legg Mason
Maryland
$363K +$363K +11,720 New
RMAM
85
Raab & Moskowitz Asset Management
New Jersey
$355K +$86.6K +2,803 +32%
CAM
86
Concorde Asset Management
Michigan
$353K +$353K +11,403 New
VIP
87
Vantage Investment Partners
Missouri
$351K +$351K +11,364 New
EGA
88
E&G Advisors
Texas
$336K +$336K +10,867 New
VIA
89
Vantage Investment Advisors
Pennsylvania
$333K +$333K +10,775 New
LFAS
90
Level Four Advisory Services
Texas
$328K +$328K +10,596 New
TF
91
TLWM Financial
Texas
$303K +$41.2K +1,334 +16%
WSTAM
92
Wilbanks Smith & Thomas Asset Management
Virginia
$299K -$31.5K -1,020 -10%
SWP
93
Stratos Wealth Partners
Ohio
$298K +$5.26K +170 +2%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K +$223K +7,191 +444%
CMBA
95
C.M. Bidwell & Associates
Hawaii
$264K -$236K -7,635 -47%
ATFA
96
All Terrain Financial Advisors
Minnesota
$262K +$262K +8,479 New
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$251K +$208K +6,722 +483%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$243K +$243K +7,866 New
SGK
99
Steigerwald Gordon & Koch
Virginia
$229K – – –
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$229K +$229K +7,432 New
2 3
4
5 6