SPLG icon

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 %
BAM
151
Belpointe Asset Management
Nevada
$764K 21,918 +21,918 New
KM
152
Kalos Management
Georgia
$761K 20,992 +20,992 New
DI
153
DFPG Investments
Utah
$754K 22,243 +1,254 +6%
IFWM
154
Institute for Wealth Management
Colorado
$747K 21,428 +1,217 +6%
Financial Engines Advisors
155
Financial Engines Advisors
California
$732K 20,996 +20,996 New
FPCG
156
Fort Pitt Capital Group
Pennsylvania
$704K 20,188 +20,188 New
CAG
157
Csenge Advisory Group
Florida
$643K 18,457 +18,457 New
5L
158
55I LLC
Massachusetts
$639K 18,333 -42,308 -70%
Citigroup
159
Citigroup
New York
$637K 18,281 -1,052 -5%
DAS
160
Dynamic Advisor Solutions
Arizona
$624K 17,894 +1,075 +6%
MWPCG
161
Measured Wealth Private Client Group
New Hampshire
$623K 17,882 -53,968 -75%
AUB
162
Atlantic Union Bankshares
Virginia
$606K 17,403 +17,403 New
SFM
163
Signet Financial Management
New Jersey
$602K 16,647 -2,672 -14%
BFG
164
Barber Financial Group
Kansas
$597K 17,134 -7,421 -30%
TF
165
TLWM Financial
Texas
$597K 17,232 +1,694 +11%
PIA
166
Pinion Investment Advisors
Kansas
$589K 16,899 +10,349 +158%
NWM
167
Northwest Wealth Management
Iowa
$585K 16,778 -1,735 -9%
FAAS
168
First Allied Advisory Services
California
$560K 16,164 +7,041 +77%
BRC
169
Bell Rock Capital
Delaware
$558K 15,940 +956 +6%
NFP
170
Narus Financial Partners
Utah
$541K 15,519 +1,376 +10%
AIS
171
American Investment Services
Massachusetts
$521K 14,941 +4,565 +44%
CPO
172
Cerity Partners OCIO
New York
$513K 14,723 -186 -1%
PWM
173
Perigon Wealth Management
California
$504K 14,377 +14,377 New
FFG
174
Frisch Financial Group
New York
$484K 13,886 -916 -6%
GSWM
175
Golden State Wealth Management
California
$484K 13,892 +5,227 +60%
5 6
7
8 9