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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 %
SCM
201
Stonehearth Capital Management
Massachusetts
$283K 8,111 +391 +5%
SHIM
202
Stone House Investment Management
Pennsylvania
$279K 8,011 +8,011 New
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$268K 7,704 +136 +2%
FWM
204
Foresight Wealth Management
Utah
$256K 7,350 -141 -2%
OIA
205
OneDigital Investment Advisors
Kansas
$253K 7,252 -11,268 -61%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$244K 7,003 +1,658 +31%
LCM
207
LVM Capital Management
Michigan
$244K 7,000 +7,000 New
AIM
208
Arcadia Investment Management
Michigan
$240K 6,892 – –
VR
209
Viridian RIA
Washington
$235K 6,750 +195 +3%
LM
210
Legg Mason
Maryland
$231K 6,625 -149 -2%
ADL
211
Asset Dedication LLC
California
$231K 6,647 +532 +9%
UCFA
212
United Capital Financial Advisors
Texas
$226K 6,499 -1,671 -20%
CIA
213
Capital Investment Advisors
Georgia
$214K 6,130 +6,130 New
GWM
214
Geneos Wealth Management
Colorado
$187K 5,408 +1,175 +28%
BCI
215
Brinker Capital Investments
Pennsylvania
$139K 3,985 +3,306 +487%
JWA
216
JFS Wealth Advisors
Pennsylvania
$135K 3,873 -175 -4%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$114K 3,259 +9 +0.3%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$113K 3,249 – –
SPIA
219
Steward Partners Investment Advisory
New York
$109K 3,156 – –
MA
220
MCF Advisors
Kentucky
$89K 2,552 – –
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$79K 2,269 -751 -25%
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K 2,050 – –
AIC
223
Ameritas Investment Company
Nebraska
$70K 2,016 +2,016 New
FHA
224
Flagship Harbor Advisors
Massachusetts
$62K 1,804 – –
Royal Bank of Canada
225
Royal Bank of Canada
Ontario, Canada
$61K 1,751 -105,583 -98%
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9
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