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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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Affinity Wealth Management
Delaware
$1.45M +$585K +17,609 +68%
WFWM
102
Wechter Feldman Wealth Management
New Jersey
$1.4M +$554K +16,662 +65%
DWM
103
Doyle Wealth Management
Florida
$1.33M +$998K +29,429 +303%
DRS
104
Deane Retirement Strategies
Louisiana
$1.33M +$1.33M +39,866 New
IA
105
IFP Advisors
Florida
$1.27M -$149K -4,486 -11%
BPWA
106
Beacon Pointe Wealth Advisors
California
$1.21M +$274K +8,248 +29%
AC
107
Alexandria Capital
Virginia
$1.2M +$263K +7,918 +28%
SCM
108
Southport Capital Management
Tennessee
$1.2M +$792K +23,832 +196%
WCA
109
Westover Capital Advisors
Delaware
$1.17M +$90.9K +2,736 +8%
AWM
110
Avior Wealth Management
Nebraska
$1.17M +$303K +9,125 +35%
EGA
111
E&G Advisors
Texas
$1.17M +$339K +10,208 +41%
AA
112
Alesco Advisors
New York
$1.14M +$21.2K +637 +2%
NAS
113
Nicolet Advisory Services
Wisconsin
$1.13M +$1.13M +34,050 New
NF
114
Nikulski Financial
Iowa
$1.11M -$72.7K -2,189 -6%
BFG
115
Barber Financial Group
Kansas
$1.03M +$323K +9,726 +46%
PAG
116
Private Advisor Group
New Jersey
$1.02M -$23.8K -717 -2%
WP
117
WealthPLAN Partners
Nebraska
$1M +$200K +5,954 +25%
FC
118
Forte Capital
New York
$970K +$10.2K +308 +1%
PWS
119
Paragon Wealth Strategies
Florida
$923K -$888K -26,706 -49%
Northern Trust
120
Northern Trust
Illinois
$909K – – –
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$890K -$248K -7,461 -22%
FC
122
Financial Consulate
Maryland
$870K -$995K -29,941 -53%
DWM
123
Darwin Wealth Management
Florida
$787K +$787K +23,678 New
SMC
124
Smith, Moore & Co
Missouri
$746K +$13.4K +402 +2%
CCM
125
Canal Capital Management
Virginia
$741K -$1.12M -33,715 -60%
3 4
5
6 7