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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 %
PAG
126
Private Advisor Group
New Jersey
$1.09M 31,602 +819 +3%
FC
127
Forte Capital
New York
$1.06M 30,589 +1,405 +5%
CCM
128
Canal Capital Management
Virginia
$992K 28,707 +6,402 +29%
Northern Trust
129
Northern Trust
Illinois
$945K 27,360 – –
MIM
130
Macroview Investment Management
Maryland
$930K 26,919 +13,250 +97%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$929K 26,903 +106 +0.4%
BFG
132
Barber Financial Group
Kansas
$848K 24,555 -6,366 -21%
CWM
133
CCG Wealth Management
California
$767K 22,204 +22,204 New
SMC
134
Smith, Moore & Co
Missouri
$765K 22,134 -315 -1%
DI
135
DFPG Investments
Utah
$735K 20,989 -164 -0.8%
AMM
136
American Money Management
California
$702K 20,310 +343 +2%
IFWM
137
Institute for Wealth Management
Colorado
$698K 20,211 +2,370 +13%
SFM
138
Signet Financial Management
New Jersey
$687K 19,319 +2 +0%
Citigroup
139
Citigroup
New York
$668K 19,333 -100 -0.5%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$655K 18,961 +3,492 +23%
OIA
141
OneDigital Investment Advisors
Kansas
$640K 18,520 +12,743 +221%
NWM
142
Northwest Wealth Management
Iowa
$639K 18,513 +2,358 +15%
Stifel Financial
143
Stifel Financial
Missouri
$605K 17,527 +663 +4%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$582K 16,680 +6,387 +62%
DAS
145
Dynamic Advisor Solutions
Arizona
$581K 16,819 +955 +6%
BTS
146
BB&T Securities
Virginia
$557K 16,142 +2,958 +22%
WWM
147
Windsor Wealth Management
Indiana
$543K 15,613 +15,613 New
LFAS
148
Level Four Advisory Services
Texas
$533K 15,053 +448 +3%
TF
149
TLWM Financial
Texas
$532K 15,538 +476 +3%
BRC
150
Bell Rock Capital
Delaware
$520K 14,984 +3,627 +32%
4 5
6
7 8