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 %
PFG
176
Pacific Financial Group
Washington
$482K 13,960 -1,173 -8%
VHAM
177
Van Hulzen Asset Management
California
$478K 13,725 +13,725 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$459K 13,171 +221 +2%
MIM
179
Moseley Investment Management
Florida
$457K 13,105 +1,219 +10%
TA
180
TCG Advisors
Texas
$453K 13,006 -1,471 -10%
LFAS
181
Level Four Advisory Services
Texas
$445K 12,764 -2,289 -15%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$431K 12,383 -6,578 -35%
SWP
183
Stratos Wealth Partners
Ohio
$428K 12,289 +2,345 +24%
AMM
184
American Money Management
California
$418K 11,999 -8,311 -41%
KCPG
185
Kavar Capital Partners Group
Kansas
$405K 11,615 +9,490 +447%
BCM
186
Brookstone Capital Management
Illinois
$385K 11,036 +11,036 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$354K 10,144 +209 +2%
Betterment LLC
188
Betterment LLC
New York
$349K 10,100 – –
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$337K 9,680 – –
WP
190
WealthShield Partners
North Carolina
$333K 9,565 +5,874 +159%
NGA
191
Naples Global Advisors
Florida
$332K 9,525 +120 +1%
VRM
192
Vectors Research Management
New York
$329K 9,429 +9,429 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$321K 9,210 -4,915 -35%
HC
194
HNP Capital
New York
$321K 9,429 +9,429 New
MSAM
195
Moloney Securities Asset Management
Missouri
$312K 8,951 +1,720 +24%
Goldman Sachs
196
Goldman Sachs
New York
$311K 8,919 +8,919 New
AF
197
Aldebaran Financial
$311K 9,048 +9,048 New
CPIG
198
Chicago Partners Investment Group
Illinois
$308K 8,715 – –
CMBA
199
C.M. Bidwell & Associates
Hawaii
$294K 8,430 +245 +3%
FHB
200
First Hawaiian Bank
Hawaii
$294K 8,430 +245 +3%
6 7
8
9 10