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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 %
EGA
101
E&G Advisors
Texas
$4.53M 119,754 +2,753 +2%
IWA
102
Inspirion Wealth Advisors
Illinois
$4.43M 117,221 -1,757 -1%
CCM
103
Coldstream Capital Management
Washington
$4.43M 117,146 -97,054 -45%
TWM
104
Trinity Wealth Management
Pennsylvania
$4.42M 116,765 +116,765 New
PA
105
Paragon Advisors
Texas
$4.3M 112,366 +112,366 New
CW
106
CreativeOne Wealth
Kansas
$4.22M 111,690 +31,439 +39%
CWM
107
CCG Wealth Management
California
$4.13M 109,274 +46,270 +73%
Truist Financial
108
Truist Financial
North Carolina
$4.11M 108,760 +108,760 New
KTC
109
Kistler-Tiffany Companies
Pennsylvania
$4.03M 106,458 +106,458 New
AC
110
Alexandria Capital
Virginia
$4.02M 106,150 +7,470 +8%
FC
111
Financial Consulate
Maryland
$3.86M 102,096 +36,247 +55%
CIAS
112
Capital Investment Advisory Services
North Carolina
$3.83M 101,338 +16,707 +20%
HC
113
HNP Capital
New York
$3.7M 96,715 +87,286 +926%
MFG
114
Menard Financial Group
Texas
$3.66M 96,727 +96,727 New
RWM
115
Ritholtz Wealth Management
New York
$3.63M 95,971 +131 +0.1%
NEIRG
116
New England Investment & Retirement Group
Massachusetts
$3.58M 94,615 +3,078 +3%
PFM
117
Parsec Financial Management
North Carolina
$3.56M 94,202 +60,347 +178%
VDFA
118
Vickerman & Driscoll Financial Advisors
Washington
$3.55M 93,961 +34,790 +59%
RCA
119
Rowland Carmichael Advisors
Arizona
$3.54M 93,598 -3,376 -3%
AWA
120
Arete Wealth Advisors
Illinois
$3.42M 90,488 -2,659 -3%
WP
121
WealthSource Partners
California
$3.38M 89,307 -118,846 -57%
JWM
122
Jupiter Wealth Management
Colorado
$3.3M 85,575 +25,395 +42%
EFL
123
ERn Financial LLC
Wisconsin
$3.03M 80,169 -7,715 -9%
AIS
124
Accurate Investment Solutions
Pennsylvania
$3.02M 79,816 +3,761 +5%
VRM
125
Vectors Research Management
New York
$3.01M 79,499 +70,070 +743%
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5
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