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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 %
NFG
126
Nations Financial Group
Iowa
$2.96M 78,338 +2,568 +3%
TC
127
TownSquare Capital
Utah
$2.83M 74,809 -4,281 -5%
EH
128
Equitable Holdings
New York
$2.68M 70,933 +70,933 New
DWM
129
Doyle Wealth Management
Florida
$2.57M 68,046 +9,353 +16%
PWMG
130
Prestige Wealth Management Group
New Jersey
$2.57M 68,025 +10,623 +19%
CAS
131
Cascadia Advisory Services
Oregon
$2.53M 66,793 +66,793 New
NAS
132
Nicolet Advisory Services
Wisconsin
$2.36M 62,370 -4,261 -6%
CCM
133
Condor Capital Management
New Jersey
$2.36M 62,272 -79 -0.1%
GF
134
Goodman Financial
Texas
$2.26M 59,736 -1,503 -2%
NA
135
NewEdge Advisors
Louisiana
$2.21M 58,354 +58,354 New
CIAS
136
CBIZ Investment Advisory Services
Ohio
– – – –
CFGF
137
Compass Financial Group (Florida)
Florida
$2.15M 56,950 -252 -0.4%
RMAM
138
Raab & Moskowitz Asset Management
New Jersey
$2.15M 56,784 +1,251 +2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2.13M 56,283 +54,014 +2,381%
CPA
140
Capital Planning Advisors
California
$2.08M 54,983 +3,016 +6%
VIM
141
Vista Investment Management
Pennsylvania
$2.06M 54,342 -6,548 -11%
PG
142
Prostatis Group
Maryland
$2M 52,808 +52,808 New
DWM
143
Darwin Wealth Management
Florida
$1.97M 52,019 +8,643 +20%
BPWA
144
Beacon Pointe Wealth Advisors
California
$1.96M 51,901 +3,390 +7%
WP
145
WealthPLAN Partners
Nebraska
$1.86M 46,763 +5,178 +12%
APW
146
Austin Private Wealth
Texas
$1.84M 48,760 +48,760 New
CWA
147
Clarus Wealth Advisors
Arizona
$1.83M 47,598 +47,598 New
SFS
148
Sowell Financial Services
Arkansas
$1.82M 48,188 +17,223 +56%
AWM
149
Avior Wealth Management
Nebraska
$1.8M 47,535 -1,754 -4%
WFWM
150
Wechter Feldman Wealth Management
New Jersey
$1.75M 46,221 -3,113 -6%
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