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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 %
NAS
101
Nicolet Advisory Services
Wisconsin
$2.32M 66,631 +2,978 +5%
FC
102
Financial Consulate
Maryland
$2.3M 65,849 +1,897 +3%
CWM
103
CCG Wealth Management
California
$2.2M 63,004 +40,800 +184%
CCM
104
Condor Capital Management
New Jersey
$2.17M 62,351 +3,416 +6%
GF
105
Goodman Financial
Texas
$2.13M 61,239 -619 -1%
VIM
106
Vista Investment Management
Pennsylvania
$2.12M 60,890 -30,580 -33%
JWM
107
Jupiter Wealth Management
Colorado
$2.1M 60,180 +60,180 New
SB
108
Suntrust Banks
Georgia
$2.09M 72,831 +6,917 +10%
VDFA
109
Vickerman & Driscoll Financial Advisors
Washington
$2.06M 59,171 +2,610 +5%
DWM
110
Doyle Wealth Management
Florida
$2.05M 58,693 +10,141 +21%
PWMG
111
Prestige Wealth Management Group
New Jersey
$2M 57,402 +359 +0.6%
CFGF
112
Compass Financial Group (Florida)
Florida
$1.99M 57,202 +2,443 +4%
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$1.94M 55,533 +7,772 +16%
AW
114
ACG Wealth
Georgia
$1.93M 55,234 -269 -0.5%
CPA
115
Capital Planning Advisors
California
$1.81M 51,967 +51,967 New
RCA
116
Ranch Capital Advisors
Florida
$1.79M 51,287 +51,287 New
PEA
117
Pacific Edge Advisors
California
$1.76M 50,400 – –
TRCT
118
Tower Research Capital (TRC)
New York
$1.72M 49,404 +36,513 +283%
WFWM
119
Wechter Feldman Wealth Management
New Jersey
$1.72M 49,334 +6,516 +15%
AWM
120
Avior Wealth Management
Nebraska
$1.72M 49,289 +7,514 +18%
BPWA
121
Beacon Pointe Wealth Advisors
California
$1.7M 48,511 +7,052 +17%
VIP
122
Vantage Investment Partners
Missouri
$1.58M 45,236 +8 +0%
GAM
123
Gould Asset Management
California
$1.54M 44,056 -850 -2%
AWM
124
Affinity Wealth Management
Delaware
$1.51M 43,398 -1,636 -4%
DWM
125
Darwin Wealth Management
Florida
$1.51M 43,376 +8,864 +26%
3 4
5
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