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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 Holding Trade Value Shares
Change 		Shares
Change %
FHB
126
First Hawaiian Bank
Hawaii
$291K +$291K +8,545 New
BRC
127
Bell Rock Capital
Delaware
$267K +$50.1K +1,478 +23%
FIA
128
Foundations Investment Advisors
Arizona
$262K -$7.2M -211,239 -96%
ATFA
129
All Terrain Financial Advisors
Minnesota
$260K +$2.49K +73 +1%
FHC
130
First Heartland Consultants
Missouri
$259K -$89K -2,610 -26%
DWM
131
Doyle Wealth Management
Florida
$257K +$27.1K +794 +12%
WP
132
WealthShield Partners
North Carolina
$257K +$37.2K +1,093 +17%
AIM
133
Arcadia Investment Management
Michigan
$235K – – –
SMC
134
Smith, Moore & Co
Missouri
$222K -$5.18K -152 -2%
BA
135
BKS Advisors
Michigan
$222K +$222K +6,518 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$218K +$218K +6,394 New
SGK
137
Steigerwald Gordon & Koch
Virginia
$218K +$218K +6,404 New
DWM
138
Darwin Wealth Management
Florida
$213K +$213K +6,490 New
CA
139
Cetera Advisors
Colorado
$211K -$45.8K -1,350 -18%
AI
140
Atria Investments
North Carolina
$206K +$206K +6,058 New
APA
141
American Portfolios Advisors
New York
$200K – – –
GWM
142
Geneos Wealth Management
Colorado
$161K +$35.1K +1,035 +28%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$153K – – –
JWA
144
JFS Wealth Advisors
Pennsylvania
$134K +$114K +3,334 +556%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$129K +$102K +2,980 +372%
CI
146
CX Institutional
Indiana
$129K +$129K +3,788 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$129K +3,790 New
SCM
148
Southport Capital Management
Tennessee
$118K +$118K +3,469 New
NWM
149
Northwest Wealth Management
Iowa
$113K +$53.6K +1,568 +90%
SPIA
150
Steward Partners Investment Advisory
New York
$108K – – –
4 5
6
7 8