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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 %
WP
126
WealthPLAN Partners
Nebraska
$1.51M 41,585 +4,410 +12%
CAL
127
Capital Analysts LLC
Pennsylvania
$1.5M 43,178 +2,189 +5%
WCM
128
Wealthcare Capital Management
Virginia
$1.49M 42,815 +10,304 +32%
CL
129
Cabana LLC
Arkansas
$1.43M 40,880 +40,880 New
DRS
130
Deane Retirement Strategies
Louisiana
$1.37M 39,439 +1,060 +3%
WCA
131
Westover Capital Advisors
Delaware
$1.35M 38,623 +2,023 +6%
DWM
132
Dakota Wealth Management
Florida
$1.33M 38,088 +38,088 New
NF
133
Nikulski Financial
Iowa
$1.25M 35,908 +1,102 +3%
AA
134
Alesco Advisors
New York
$1.23M 35,275 +865 +3%
PFM
135
Parsec Financial Management
North Carolina
$1.18M 33,855 +33,855 New
MML Investors Services
136
MML Investors Services
Massachusetts
$1.18M 33,817 -21,703 -39%
WWM
137
Windsor Wealth Management
Indiana
$1.18M 34,759 +19,146 +123%
PAG
138
Private Advisor Group
New Jersey
$1.16M 33,330 +1,728 +5%
PWS
139
Paragon Wealth Strategies
Florida
$1.14M 32,710 -24,103 -42%
FC
140
Forte Capital
New York
$1.13M 32,358 +1,769 +6%
SFS
141
Sowell Financial Services
Arkansas
$1.08M 30,965 +30,965 New
BTS
142
BB&T Securities
Virginia
$1.07M 30,647 +14,505 +90%
NFG
143
Next Financial Group
Texas
$1.05M 30,153 -3,692 -11%
CCM
144
Canal Capital Management
Virginia
$979K 28,095 -612 -2%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$975K 27,979 +1,076 +4%
Northern Trust
146
Northern Trust
Illinois
$953K 27,360 – –
MIM
147
Macroview Investment Management
Maryland
$940K 26,961 +42 +0.2%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$876K 25,126 +8,446 +51%
SMC
149
Smith, Moore & Co
Missouri
$771K 22,134 – –
CAM
150
Concorde Asset Management
Michigan
$768K 22,013 -18,859 -46%
4 5
6
7 8