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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 %
FWM
176
Foresight Wealth Management
Utah
$259K 7,491 -823 -10%
MSAM
177
Moloney Securities Asset Management
Missouri
$250K 7,231 +7,231 New
ATFA
178
All Terrain Financial Advisors
Minnesota
$248K 7,174 – –
AIM
179
Arcadia Investment Management
Michigan
$238K 6,892 – –
LM
180
Legg Mason
Maryland
$234K 6,774 -979 -13%
PIA
181
Pinion Investment Advisors
Kansas
$226K 6,550 +6,550 New
VR
182
Viridian RIA
Washington
$222K 6,555 +6,555 New
SGK
183
Steigerwald Gordon & Koch
Virginia
$221K 6,404 – –
ADL
184
Asset Dedication LLC
California
$210K 6,115 +1,261 +26%
USAA
185
United Services Automobile Association
Texas
$208K 6,035 +6,035 New
APA
186
American Portfolios Advisors
New York
$193K 5,593 -4,185 -43%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$185K 5,345 +978 +22%
CF
188
Centaurus Financial
California
$163K 4,706 +4,550 +2,917%
AIM
189
Axiom Investment Management
New York
$162K 4,710 – –
Deutsche Bank
190
Deutsche Bank
Germany
$159K 4,625 +4,625 New
RCAG
191
Rehmann Capital Advisory Group
Michigan
$155K 4,492 – –
GWM
192
Geneos Wealth Management
Colorado
$146K 4,233 – –
JWA
193
JFS Wealth Advisors
Pennsylvania
$140K 4,048 +9 +0.2%
WP
194
WealthShield Partners
North Carolina
$127K 3,691 -4,012 -52%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$112K 3,249 – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$112K 3,250 +120 +4%
SPIA
197
Steward Partners Investment Advisory
New York
$109K 3,156 +3,156 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$104K 3,020 +623 +26%
MA
199
MCF Advisors
Kentucky
$88K 2,552 +340 +15%
TIM
200
Tortoise Investment Management
New York
$86K 2,492 +4 +0.2%
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8
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