SPLG icon

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 %
AFP
76
Ausdal Financial Partners
Iowa
$4.69M 134,603 +6,190 +5%
SMG
77
Smart Money Group
Texas
$4.43M 127,216 +4,033 +3%
GG
78
GenWealth Group
New Jersey
$4.41M 126,526 +73,658 +139%
RFN
79
RDA Financial Network
Iowa
$4.2M 114,633 +7,365 +7%
IWA
80
Inspirion Wealth Advisors
Illinois
$4.15M 118,978 -586 -0.5%
EGA
81
E&G Advisors
Texas
$4.08M 117,001 +48,591 +71%
MFS
82
McNamara Financial Services
Massachusetts
$4.03M 116,551 +11,965 +11%
SCM
83
Southport Capital Management
Tennessee
$3.95M 113,353 +56,127 +98%
APA
84
American Portfolios Advisors
New York
$3.61M 103,445 +97,852 +1,750%
UAS
85
United Asset Strategies
New York
$3.55M 101,873 +32,546 +47%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$3.54M 101,536 +36,859 +57%
AC
87
Alexandria Capital
Virginia
$3.44M 98,680 +30,485 +45%
RWA
88
Redhawk Wealth Advisors
Minnesota
$3.39M 97,277 +3,388 +4%
RCA
89
Rowland Carmichael Advisors
Arizona
$3.38M 96,974 +15,806 +19%
RWM
90
Ritholtz Wealth Management
New York
$3.34M 95,840 +2,565 +3%
AWA
91
Arete Wealth Advisors
Illinois
$3.25M 93,147 +1,634 +2%
NEIRG
92
New England Investment & Retirement Group
Massachusetts
$3.19M 91,537 +91,537 New
EFL
93
ERn Financial LLC
Wisconsin
$3.06M 87,884 -4,923 -5%
GM
94
GeoWealth Management
Illinois
$2.99M 85,728 +85,728 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$2.95M 84,631 +11,583 +16%
TC
96
TownSquare Capital
Utah
$2.86M 79,090 -45,358 -36%
CW
97
CreativeOne Wealth
Kansas
$2.8M 80,251 +66,686 +492%
IAA
98
Independent Advisor Alliance
North Carolina
$2.72M 75,366 +15,578 +26%
NFG
99
Nations Financial Group
Iowa
$2.7M 75,770 +75,770 New
AIS
100
Accurate Investment Solutions
Pennsylvania
$2.65M 76,055 +596 +0.8%
2 3
4
5 6