SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

212 hedge funds and large institutions have $1.03B invested in SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
4.6%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
33
Increased
102
Reduced
59
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$42M
2
FHC
2
First Heartland Consultants
Missouri
$18.5M
3
CFG
3
Cooper Financial Group
California
$13.3M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$12.2M
5
JWM
5
Jackson Wealth Management
Florida
$21.9M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$25.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.8M
3
RA
3
RFG Advisory
Alabama
$21.2M
4
Bank of America
4
Bank of America
North Carolina
$24M
5
ACA
5
Aptus Capital Advisors
Alabama
$8.27M
Name Market Value Shares Shares
Change 		Shares
Change %
RFN
76
RDA Financial Network
Iowa
$2.61M 76,478 +76,478 New
AF
77
Advisornet Financial
Minnesota
$2.5M 75,163 +32,581 +77%
AIS
78
Accurate Investment Solutions
Pennsylvania
$2.45M 73,726 +30,819 +72%
MFS
79
McNamara Financial Services
Massachusetts
$2.43M 83,314 +18,158 +28%
MWPCG
80
Measured Wealth Private Client Group
New Hampshire
$2.28M 68,458 +16,392 +31%
MML Investors Services
81
MML Investors Services
Massachusetts
$2M 60,155 -6,065 -9%
CIAS
82
Capital Investment Advisory Services
North Carolina
$2M 60,074 +13,565 +29%
PEA
83
Pacific Edge Advisors
California
$1.94M 58,500 -2,000 -3%
AW
84
ACG Wealth
Georgia
$1.92M 57,906 -6,065 -9%
GF
85
Goodman Financial
Texas
$1.9M 57,284 -3,022 -5%
UAS
86
United Asset Strategies
New York
$1.84M 55,443 -58,348 -51%
VDFA
87
Vickerman & Driscoll Financial Advisors
Washington
$1.84M 55,343 +5,019 +10%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$1.83M 55,081 +281 +0.5%
RCA
89
Rowland Carmichael Advisors
Arizona
$1.83M 55,058 +55,058 New
CFGF
90
Compass Financial Group (Florida)
Florida
$1.82M 54,808 +907 +2%
WP
91
WealthSource Partners
California
$1.76M 53,001 +27,478 +108%
IAS
92
INR Advisory Services
Pennsylvania
$1.71M 51,311 +6,493 +14%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.68M 50,652 +20,647 +69%
ACM
94
AlphaStar Capital Management
North Carolina
$1.68M 51,089 -26,806 -34%
CAM
95
Concorde Asset Management
Michigan
$1.65M 49,610 +9,009 +22%
PWMG
96
Prestige Wealth Management Group
New Jersey
$1.63M 48,961 -115 -0.2%
CCM
97
Condor Capital Management
New Jersey
$1.59M 47,715 -8,850 -16%
RMAM
98
Raab & Moskowitz Asset Management
New Jersey
$1.5M 45,272 +2,229 +5%
VIP
99
Vantage Investment Partners
Missouri
$1.5M 45,117 +7 +0%
GAM
100
Gould Asset Management
California
$1.49M 44,906 +1,600 +4%
2 3
4
5 6