SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

174 hedge funds and large institutions have $802M invested in SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.98%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
28
Increased
92
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Pension Partners
New York
$11.2M
2
Ameriprise
2
Ameriprise
Minnesota
$16M
3
GI
3
Gradient Investments
Minnesota
$83.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.02M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$104K
3
FIA
3
Foundations Investment Advisors
Arizona
$262K
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
RA
5
RFG Advisory
Alabama
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
ACG
101
Allen Capital Group
Nebraska
$711K 20,864 +5,262 +34%
WP
102
WealthPLAN Partners
Nebraska
$672K 21,783 +5,238 +32%
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$672K 19,729 +6,714 +52%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640K 18,790 +1,067 +6%
IAS
105
INR Advisory Services
Pennsylvania
$594K 17,445 +8,217 +89%
BTS
106
BB&T Securities
Virginia
$584K 17,146 – –
IA
107
IFP Advisors
Florida
$575K 16,867 +5,710 +51%
IFWM
108
Institute for Wealth Management
Colorado
$561K 16,385 +534 +3%
CWM
109
Cornerstone Wealth Management
Missouri
$553K 66,038 -7,918 -11%
BAM
110
Belpointe Asset Management
Nevada
$544K 15,981 +15,981 New
Millennium Management
111
Millennium Management
New York
$541K 15,872 +15,872 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$512K 15,036 +15,036 New
AA
113
Alesco Advisors
New York
$470K 13,808 +1,148 +9%
CPA
114
Clear Perspective Advisors
Illinois
$441K 12,943 +12,582 +3,485%
LFAS
115
Level Four Advisory Services
Texas
$417K 12,241 +333 +3%
FSA
116
Financial Sense Advisors
California
$409K 11,994 +11,994 New
TF
117
TLWM Financial
Texas
$383K 11,160 +831 +8%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$371K 10,876 -2,057 -16%
FA
119
FDx Advisors
Illinois
$357K 10,491 -11,290 -52%
LM
120
Legg Mason
Maryland
$339K 9,947 -1,845 -16%
UAS
121
United Asset Strategies
New York
$334K 9,789 +513 +6%
WSTAM
122
Wilbanks Smith & Thomas Asset Management
Virginia
$330K 9,680 – –
SWP
123
Stratos Wealth Partners
Ohio
$314K 9,221 -405 -4%
DSN
124
D. Scott Neal
Kentucky
$303K 8,896 +8,896 New
CMBA
125
C.M. Bidwell & Associates
Hawaii
$291K 8,545 – –
3 4
5
6 7