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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

82 hedge funds and large institutions have $260M invested in SPDR Portfolio S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 25 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+54
Holders Change %
+192.86%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
56
Increased
25
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.8M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$52.3M
3
JWM
3
Jackson Wealth Management
Florida
$23.1M
4
FI
4
FormulaFolio Investments
Michigan
$11M
5
ODCM
5
Old Dominion Capital Management
Virginia
$13.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.8M 1,972,205 +1,972,205 New
SFP
2
Shepherd Financial Partners
Massachusetts
$52.3M 1,670,946 +1,233,279 +282%
JWM
3
Jackson Wealth Management
Florida
$23.1M 717,220 +717,220 New
ODCM
4
Old Dominion Capital Management
Virginia
$13.6M 434,131 +325,339 +299%
FI
5
FormulaFolio Investments
Michigan
$11M 352,604 +352,604 New
PWA
6
Peterson Wealth Advisors
Utah
$9.81M 313,406 +313,406 New
CWSR
7
Chessman Wealth Strategies RIA
Texas
$6.97M 222,488 +222,488 New
SFG
8
StrategIQ Financial Group
Indiana
$6.06M 193,627 +193,627 New
AWMG
9
Alliance Wealth Management Group
New Jersey
$6.05M 193,255 +193,255 New
UBS Group
10
UBS Group
Switzerland
$5.96M 190,422 +141,491 +289%
GI
11
Gradient Investments
Minnesota
$5.74M 183,240 +183,240 New
HighTower Advisors
12
HighTower Advisors
Illinois
$4.33M 138,337 +102,537 +286%
LPL Financial
13
LPL Financial
California
$3.64M 116,375 +89,838 +339%
AG
14
Advisor Group
Arizona
$3.55M 113,348 +82,288 +265%
UAS
15
United Asset Strategies
New York
$3.13M 100,109 +100,109 New
Ameriprise
16
Ameriprise
Minnesota
$2.72M 86,929 +86,929 New
MCWS
17
McKinley Carter Wealth Services
West Virginia
$2.61M 83,262 +83,262 New
JFA
18
JNBA Financial Advisors
Minnesota
$2.1M 67,008 +67,008 New
CF
19
Copperwynd Financial
Arizona
$1.94M 62,025 +62,025 New
Creative Planning
20
Creative Planning
Kansas
$1.89M 60,304 +60,304 New
CFGF
21
Compass Financial Group (Florida)
Florida
$1.88M 60,094 +60,094 New
VCM
22
Vivaldi Capital Management
Illinois
$1.63M 52,072 +52,072 New
Goldman Sachs
23
Goldman Sachs
New York
$1.63M 51,932 +43,965 +552%
RFM
24
Royal Fund Management
Florida
$1.5M 47,863 +47,863 New
ACG
25
Allen Capital Group
Nebraska
$1.42M 45,446 +45,446 New
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