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

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$0
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$62.8M
3
PP
Pension Partners
New York
$0
4
JWM
Jackson Wealth Management
Florida
$11M
5
TRCT
Tower Research Capital (TRC)
New York
$23K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K +$28K +950 New
LWM
177
Liberty Wealth Management
California
$25K +$25K +886 New
RCG
178
Ruggie Capital Group
Florida
$24K – – –
TRCT
179
Tower Research Capital (TRC)
New York
$23K -$4.32M -149,186 -99%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$23K +$1.03K +35 +5%
PG
181
Proffitt & Goodson
Tennessee
$22K +$22K +753 New
OFW
182
Omnia Family Wealth
Florida
$18K – – –
GEA
183
Glen Eagle Advisors
New Jersey
$12.9K +$1.17K +40 +10%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +400 New
LFG
185
LifePlan Financial Group
Ohio
$8K – – –
BCA
186
Bray Capital Advisors
Florida
$8K – – –
PCG
187
Private Capital Group
Connecticut
$8K – – –
BlackRock
188
BlackRock
New York
$7K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$7K – – –
LNB
190
Ledyard National Bank
$5K – – –
VFA
191
Valeo Financial Advisors
Indiana
$3K – – –
SIS
192
Sound Income Strategies
Florida
$2K -$12.2K -463 -86%
GAM
193
Gemmer Asset Management
California
$1K – – –
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1K – – –
CF
195
Centaurus Financial
California
$4 +$4 +131 New
SCA
196
Stuart Chaussee & Associates
California
– -$49.1M -1,440,707 Closed
PP
197
Pension Partners
New York
– -$11.2M -328,332 Closed
FWM
198
Frontier Wealth Management
Missouri
– -$3.31M -97,030 Closed
CWM
199
Cornerstone Wealth Management
Missouri
– -$553K -66,038 Closed
SS
200
Simplicity Solutions
Minnesota
– -$1.8M -52,765 Closed
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