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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 %
AIS
201
American Investment Services
Massachusetts
$728K 19,259 +4,318 +29%
FPCG
202
Fort Pitt Capital Group
Pennsylvania
$701K 18,536 -1,652 -8%
KM
203
Kalos Management
Georgia
$685K 17,279 -3,713 -18%
CAG
204
Csenge Advisory Group
Florida
$657K 17,372 -1,085 -6%
SFM
205
Signet Financial Management
New Jersey
$641K 16,945 +298 +2%
FAAS
206
First Allied Advisory Services
California
$636K 16,800 +636 +4%
SPA
207
Sentinel Pension Advisors
Massachusetts
$632K 16,723 +16,723 New
Citigroup
208
Citigroup
New York
$629K 16,620 -1,661 -9%
AUB
209
Atlantic Union Bankshares
Virginia
$618K 16,336 -1,067 -6%
TF
210
TLWM Financial
Texas
$608K 16,186 -1,046 -6%
NFP
211
Narus Financial Partners
Utah
$581K 15,373 -146 -0.9%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$581K 15,373 -2,509 -14%
PFG
213
Pacific Financial Group
Washington
$560K 14,800 +840 +6%
PWM
214
Perigon Wealth Management
California
$552K 14,524 +147 +1%
TFA
215
Teamwork Financial Advisors
Texas
$550K 14,553 +14,553 New
CPO
216
Cerity Partners OCIO
New York
$530K 13,569 -1,154 -8%
FSG
217
Financial Strategies Group
Michigan
$520K 13,745 +13,745 New
ACS
218
Archford Capital Strategies
Illinois
$519K 13,711 +13,711 New
IWC
219
Integrated Wealth Concepts
Massachusetts
$516K 13,642 +471 +4%
LFPWM
220
Leicht Financial Planning & Wealth Management
New Jersey
$514K 13,592 +13,592 New
OIA
221
OneDigital Investment Advisors
Kansas
$510K 13,466 +6,214 +86%
BRC
222
Bell Rock Capital
Delaware
$454K 11,962 -3,978 -25%
AMM
223
American Money Management
California
$449K 11,860 -139 -1%
TA
224
TCG Advisors
Texas
$435K 11,500 -1,506 -12%
BCM
225
Brookstone Capital Management
Illinois
$413K 10,915 -121 -1%
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