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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 %
MCWS
76
McKinley Carter Wealth Services
West Virginia
$6.91M 182,706 -7,756 -4%
CA
77
Continuum Advisory
Idaho
$6.77M 179,048 +12,118 +7%
SMG
78
Smart Money Group
Texas
$6.75M 178,523 +51,307 +40%
LFG
79
LifePlan Financial Group
Ohio
$6.68M 176,693 -1,366 -0.8%
SW
80
SkyOak Wealth
Michigan
$6.52M 172,512 +172,512 New
VFM
81
Vivid Financial Management
California
$6.44M 164,904 +164,904 New
GG
82
GenWealth Group
New Jersey
$6.36M 168,100 +41,574 +33%
MA
83
Mutual Advisors
Nebraska
$6.33M 167,365 +19,718 +13%
CF
84
Copperwynd Financial
Arizona
$6.02M 159,279 +159,279 New
UAS
85
United Asset Strategies
New York
$5.73M 151,401 +49,528 +49%
AFP
86
Ausdal Financial Partners
Iowa
$5.72M 149,013 +14,410 +11%
IA
87
IFP Advisors
Florida
$5.72M 150,909 -47,648 -24%
Goldman Sachs
88
Goldman Sachs
New York
$5.67M 150,000 +141,081 +1,582%
FIM
89
Frontier Investment Management
Texas
$5.64M 149,126 -1,199 -0.8%
Jane Street
90
Jane Street
New York
$5.51M 145,676 -39,915 -22%
PEA
91
Pacific Edge Advisors
California
$5.44M 143,900 +93,500 +186%
VWA
92
Visionary Wealth Advisors
Illinois
$5.27M 139,282 +139,282 New
SCM
93
Southport Capital Management
Tennessee
$5.26M 138,985 +25,632 +23%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$5.24M 138,624 +37,088 +37%
HR
95
Hayden Royal
North Carolina
$5.23M 132,088 +132,088 New
CA
96
Corrado Advisors
New Jersey
$5.08M 134,290 -1,232 -0.9%
HighTower Advisors
97
HighTower Advisors
Illinois
$5M 132,036 -16,385 -11%
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$4.73M 125,069 -10,287 -8%
RFN
99
RDA Financial Network
Iowa
$4.68M 121,839 +7,206 +6%
MFS
100
McNamara Financial Services
Massachusetts
$4.56M 120,552 +4,001 +3%
2 3
4
5 6