SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

196 hedge funds and large institutions have $933M invested in SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
4.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.67%
New
45
Increased
85
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$55.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$43.5M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
GI
4
Gradient Investments
Minnesota
$82.7M
5
AG
5
Advisor Group
Arizona
$12M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.8M
3
PP
3
Pension Partners
New York
$0
4
JWM
4
Jackson Wealth Management
Florida
$11M
5
TRCT
5
Tower Research Capital (TRC)
New York
$23K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$259K -$181K -6,183 -41%
FHB
152
First Hawaiian Bank
Hawaii
$250K – – –
CMBA
153
C.M. Bidwell & Associates
Hawaii
$250K – – –
AIS
154
American Investment Services
Massachusetts
$243K +$243K +8,310 New
LM
155
Legg Mason
Maryland
$226K -$65.4K -2,233 -22%
ATFA
156
All Terrain Financial Advisors
Minnesota
$223K – – –
WP
157
WealthShield Partners
North Carolina
$221K +$175 +6 +0.1%
KWM
158
Kingsview Wealth Management
Oregon
$214K +$214K +7,321 New
ADL
159
Asset Dedication LLC
California
$204K +$135K +4,586 +194%
AIM
160
Arcadia Investment Management
Michigan
$201K – – –
APA
161
American Portfolios Advisors
New York
$182K +$10.9K +372 +6%
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$180K +$180K +6,178 New
GWM
163
Geneos Wealth Management
Colorado
$160K +$23.1K +800 +17%
JWA
164
JFS Wealth Advisors
Pennsylvania
$118K +$2.84K +97 +2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$116K +$26.7K +917 +30%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$4.32K +148 +4%
AIC
167
Ameritas Investment Company
Nebraska
$103K +$103K +3,532 New
NWM
168
Northwest Wealth Management
Iowa
$96K – – –
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$89K -$552K -18,956 -86%
CFGS
170
Concourse Financial Group Securities
Alabama
$60K +$7.79K +270 +15%
MA
171
MCF Advisors
Kentucky
$54K +$54K +1,839 New
FHA
172
Flagship Harbor Advisors
Massachusetts
$52K – – –
BC
173
Barnett & Company
Tennessee
$46K +$37.6K +1,275 +447%
ASN
174
Advisory Services Network
Georgia
$43K – – –
TIM
175
Tortoise Investment Management
New York
$31K +$31K +1,070 New
5 6
7
8 9