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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

134 hedge funds and large institutions have $545M invested in SPDR Portfolio S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
134
Holders Change
+52
Holders Change %
+63.41%
% of All Funds
3.08%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.39%
New
55
Increased
56
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$63M
2
TC
2
Trilogy Capital
California
$43.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$98.5M
4
PWA
4
Peterson Wealth Advisors
Utah
$34.2M
5
CF
5
Copperwynd Financial
Arizona
$14.5M

Top Sellers

1
CWSR
1
Chessman Wealth Strategies RIA
Texas
$3.86M
2
AG
2
Advisor Group
Arizona
$2.06M
3
XS
3
XR Securities
Illinois
$0
4
ODCM
4
Old Dominion Capital Management
Virginia
$12.7M
5
UBS Group
5
UBS Group
Switzerland
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$98.5M 3,184,553 +1,212,348 +61%
GI
2
Gradient Investments
Minnesota
$63M 2,036,139 +1,852,899 +1,011%
SFP
3
Shepherd Financial Partners
Massachusetts
$53.4M 1,724,476 +53,530 +3%
TC
4
Trilogy Capital
California
$43.6M 1,410,104 +1,410,104 New
PWA
5
Peterson Wealth Advisors
Utah
$34.2M 1,105,007 +791,601 +253%
JWM
6
Jackson Wealth Management
Florida
$22.4M 722,691 +5,471 +0.8%
CF
7
Copperwynd Financial
Arizona
$14.5M 468,175 +406,150 +655%
ODCM
8
Old Dominion Capital Management
Virginia
$12.7M 411,506 -22,625 -5%
FI
9
FormulaFolio Investments
Michigan
$11.8M 381,749 +29,145 +8%
Creative Planning
10
Creative Planning
Kansas
$11.2M 360,628 +300,324 +498%
MFT
11
Moisand Fitzgerald Tamayo
Florida
$7.31M 236,299 +236,299 New
FEG
12
Financial Enhancement Group
Indiana
$7.08M 228,660 +205,827 +901%
SFG
13
StrategIQ Financial Group
Indiana
$6.21M 200,855 +7,228 +4%
Jane Street
14
Jane Street
New York
$6.21M 200,639 +200,639 New
VFA
15
Voya Financial Advisors
Connecticut
$6.2M 203,196 +177,996 +706%
AWMG
16
Alliance Wealth Management Group
New Jersey
$5.94M 191,845 -1,410 -0.7%
UBS Group
17
UBS Group
Switzerland
$5.31M 171,767 -18,655 -10%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.45M 143,743 +5,406 +4%
CA
19
Continuum Advisory
Idaho
$4.43M 143,081 +123,471 +630%
LPL Financial
20
LPL Financial
California
$4.4M 142,211 +25,836 +22%
JFA
21
JNBA Financial Advisors
Minnesota
$4.38M 141,556 +74,548 +111%
AIS
22
Accurate Investment Solutions
Pennsylvania
$4.34M 140,183 +134,047 +2,185%
FIM
23
Frontier Investment Management
Texas
$4.31M 139,157 +139,157 New
RFM
24
Royal Fund Management
Florida
$4.27M 137,964 +90,101 +188%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.99M 129,009 +105,976 +460%
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