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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
5.05%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
33
Increased
135
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.6M
2
AI
2
Atria Investments
North Carolina
$60.8M
3
VC
3
Vicus Capital
Pennsylvania
$18.3M
4
Creative Planning
4
Creative Planning
Kansas
$49.4M
5
JWM
5
Jackson Wealth Management
Florida
$35.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RA
2
RFG Advisory
Alabama
$15.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$1.75M
5
Ameriprise
5
Ameriprise
Minnesota
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
101
Suntrust Banks
Georgia
$1.89M 65,914 +65,914 New
CFGF
102
Compass Financial Group (Florida)
Florida
$1.89M 54,759 -49 -0.1%
CI
103
CX Institutional
Indiana
$1.88M 54,487 +54,487 New
GG
104
GenWealth Group
New Jersey
$1.84M 52,868 +52,868 New
CWSR
105
Chessman Wealth Strategies RIA
Texas
$1.75M 49,736 -106,937 -68%
PEA
106
Pacific Edge Advisors
California
$1.74M 50,400 -8,100 -14%
TFS
107
Thoroughbred Financial Services
Tennessee
$1.74M 27,488 +27,488 New
DWM
108
Doyle Wealth Management
Florida
$1.68M 48,552 +9,426 +24%
RMAM
109
Raab & Moskowitz Asset Management
New Jersey
$1.65M 47,761 +2,489 +5%
VIP
110
Vantage Investment Partners
Missouri
$1.56M 45,228 +111 +0.2%
AWM
111
Affinity Wealth Management
Delaware
$1.56M 45,034 +1,401 +3%
GAM
112
Gould Asset Management
California
$1.55M 44,906 – –
WFWM
113
Wechter Feldman Wealth Management
New Jersey
$1.48M 42,818 +595 +1%
AWM
114
Avior Wealth Management
Nebraska
$1.44M 41,775 +6,622 +19%
BPWA
115
Beacon Pointe Wealth Advisors
California
$1.44M 41,459 +5,159 +14%
CAL
116
Capital Analysts LLC
Pennsylvania
$1.42M 40,989 +32,434 +379%
CAM
117
Concorde Asset Management
Michigan
$1.41M 40,872 -8,738 -18%
DRS
118
Deane Retirement Strategies
Louisiana
$1.33M 38,379 -1,487 -4%
WP
119
WealthPLAN Partners
Nebraska
$1.28M 37,175 +7,380 +25%
WCA
120
Westover Capital Advisors
Delaware
$1.26M 36,600 +1,399 +4%
NF
121
Nikulski Financial
Iowa
$1.22M 34,806 +1,464 +4%
DWM
122
Darwin Wealth Management
Florida
$1.19M 34,512 +10,834 +46%
AA
123
Alesco Advisors
New York
$1.19M 34,410 +33 +0.1%
NFG
124
Next Financial Group
Texas
$1.17M 33,845 +33,845 New
WCM
125
Wealthcare Capital Management
Virginia
$1.12M 32,511 +11,305 +53%
3 4
5
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