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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 %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$1.74M 46,104 +36,894 +401%
AFAS
152
Acorn Financial Advisory Services
Virginia
$1.74M 46,003 +46,003 New
WAS
153
Wealth Advisory Solutions
Indiana
$1.73M 45,848 +45,848 New
NC
154
NovaPoint Capital
Georgia
$1.72M 45,451 +45,451 New
VIP
155
Vantage Investment Partners
Missouri
$1.71M 45,244 +8 +0%
WCM
156
Wealthcare Capital Management
Virginia
$1.69M 44,621 +1,806 +4%
WWM
157
Windsor Wealth Management
Indiana
$1.69M 44,584 +9,825 +28%
FHB
158
First Hawaiian Bank
Hawaii
$1.68M 44,530 +36,100 +428%
CMBA
159
C.M. Bidwell & Associates
Hawaii
$1.68M 44,530 +36,100 +428%
GAM
160
Gould Asset Management
California
$1.66M 43,891 -165 -0.4%
CAL
161
Capital Analysts LLC
Pennsylvania
$1.64M 43,442 +264 +0.6%
BAM
162
Belpointe Asset Management
Nevada
$1.62M 42,886 +20,968 +96%
NF
163
Nikulski Financial
Iowa
$1.61M 41,773 +5,865 +16%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
– – – –
AWM
165
Affinity Wealth Management
Delaware
$1.53M 40,401 -2,997 -7%
DWM
166
Dakota Wealth Management
Florida
$1.51M 39,801 +1,713 +4%
DRS
167
Deane Retirement Strategies
Louisiana
$1.47M 38,865 -574 -1%
WCA
168
Westover Capital Advisors
Delaware
$1.47M 38,810 +187 +0.5%
RIS
169
Retirement Income Solutions
Michigan
$1.43M 37,755 +37,755 New
MIM
170
Macroview Investment Management
Maryland
$1.4M 37,053 +10,092 +37%
PAG
171
Private Advisor Group
New Jersey
$1.38M 36,465 +3,135 +9%
MML Investors Services
172
MML Investors Services
Massachusetts
$1.32M 35,016 +1,199 +4%
VFA
173
Voya Financial Advisors
Connecticut
$1.32M 35,064 +35,064 New
RCA
174
Ranch Capital Advisors
Florida
$1.32M 34,876 -16,411 -32%
VCP
175
Verus Capital Partners
Arizona
$1.3M 34,248 +34,248 New
5 6
7
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