SPLG icon

SPDR Portfolio S&P 500 ETF

212 hedge funds and large institutions have $1.03B invested in SPDR Portfolio S&P 500 ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
212
Holders Change
+16
Holders Change %
+8.16%
% of All Funds
4.6%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
33
Increased
102
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$342K +$342K +10,296 New
SWP
152
Stratos Wealth Partners
Ohio
$330K
APA
153
American Portfolios Advisors
New York
$325K +$117K +3,531 +57%
MIM
154
Moseley Investment Management
Florida
$323K +$323K +9,732 New
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$322K
FAAS
156
First Allied Advisory Services
California
$308K +$308K +9,171 New
NGA
157
Naples Global Advisors
Florida
$305K +$305K +9,175 New
AIS
158
American Investment Services
Massachusetts
$302K +$25.6K +770 +9%
DSN
159
D. Scott Neal
Kentucky
$301K +$5.25K +158 +2%
CPIG
160
Chicago Partners Investment Group
Illinois
$297K
CAL
161
Capital Analysts LLC
Pennsylvania
$284K -$799K -24,062 -74%
FWM
162
Foresight Wealth Management
Utah
$276K -$36.6K -1,103 -12%
GSWM
163
Golden State Wealth Management
California
$276K +$276K +8,317 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$258K -$100K -3,042 -28%
LM
165
Legg Mason
Maryland
$258K +$1.3K +39 +0.5%
WP
166
WealthShield Partners
North Carolina
$256K +$4.89K +147 +2%
CA
167
Cetera Advisors
Colorado
$253K +$253K +7,613 New
ATFA
168
All Terrain Financial Advisors
Minnesota
$238K -$15.2K -459 -6%
AIM
169
Arcadia Investment Management
Michigan
$229K
SCM
170
Stonehearth Capital Management
Massachusetts
$223K +$223K +6,720 New
KBFS
171
Kohmann Bosshard Financial Services
Ohio
$216K +$10.7K +321 +5%
SGK
172
Steigerwald Gordon & Koch
Virginia
$213K +$213K +6,404 New
OIA
173
OneDigital Investment Advisors
Kansas
$192K -$224K -6,732 -54%
ADL
174
Asset Dedication LLC
California
$161K -$69.4K -2,092 -30%
AIM
175
Axiom Investment Management
New York
$157K +$157K +4,710 New