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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 %
CPO
151
Cerity Partners OCIO
New York
$515K 14,909 +175 +1%
FFG
152
Frisch Financial Group
New York
$511K 14,802 -482 -3%
TA
153
TCG Advisors
Texas
$505K 14,477 -4,638 -24%
AWM
154
AE Wealth Management
Kansas
$504K 14,581 +14,581 New
PFG
155
Pacific Financial Group
Washington
$503K 15,133 +15,133 New
NFP
156
Narus Financial Partners
Utah
$489K 14,143 +14,143 New
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$488K 14,125 -36,527 -72%
CW
158
CreativeOne Wealth
Kansas
$469K 13,565 +13,565 New
TRCT
159
Tower Research Capital (TRC)
New York
$445K 12,891 -4,131 -24%
MIM
160
Moseley Investment Management
Florida
$411K 11,886 +2,154 +22%
AIS
161
American Investment Services
Massachusetts
$358K 10,376 +1,296 +14%
Betterment LLC
162
Betterment LLC
New York
$349K 10,100 +10,100 New
SWP
163
Stratos Wealth Partners
Ohio
$343K 9,944 – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$343K 9,935 +2,101 +27%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$334K 9,680 – –
NGA
166
Naples Global Advisors
Florida
$325K 9,405 +230 +3%
FAAS
167
First Allied Advisory Services
California
$315K 9,123 -48 -0.5%
CPIG
168
Chicago Partners Investment Group
Illinois
$306K 8,715 – –
GSWM
169
Golden State Wealth Management
California
$299K 8,665 +348 +4%
CMBA
170
C.M. Bidwell & Associates
Hawaii
$283K 8,185 -5,985 -42%
FHB
171
First Hawaiian Bank
Hawaii
$283K 8,185 -5,985 -42%
UCFA
172
United Capital Financial Advisors
Texas
$282K 8,170 +8,170 New
SCM
173
Stonehearth Capital Management
Massachusetts
$267K 7,720 +1,000 +15%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$266K 7,711 +7,711 New
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$261K 7,568 +1,069 +16%
5 6
7
8 9