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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

174 hedge funds and large institutions have $802M invested in SPDR Portfolio S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
174
Holders Change
+22
Holders Change %
+14.47%
% of All Funds
3.98%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
28
Increased
92
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Pension Partners
New York
$11.2M
2
Ameriprise
2
Ameriprise
Minnesota
$16M
3
GI
3
Gradient Investments
Minnesota
$83.9M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.02M

Top Sellers

1
CF
1
Copperwynd Financial
Arizona
$0
2
CWSR
2
Chessman Wealth Strategies RIA
Texas
$104K
3
FIA
3
Foundations Investment Advisors
Arizona
$262K
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
RA
5
RFG Advisory
Alabama
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$119M 3,482,352 +34,076 +1%
GI
2
Gradient Investments
Minnesota
$83.9M 2,462,534 +167,226 +7%
SFP
3
Shepherd Financial Partners
Massachusetts
$56M 1,756,100 -1,536 -0.1%
TC
4
Trilogy Capital
California
$53.7M 1,576,614 +33,230 +2%
SCA
5
Stuart Chaussee & Associates
California
$49.1M 1,440,707 -9,464 -0.7%
PWA
6
Peterson Wealth Advisors
Utah
$42.6M 1,249,968 +103,419 +9%
JWM
7
Jackson Wealth Management
Florida
$25.6M 750,705 -2,380 -0.3%
Creative Planning
8
Creative Planning
Kansas
$21.7M 637,521 +113,924 +22%
FI
9
FormulaFolio Investments
Michigan
$16.7M 489,671 +54,258 +12%
Ameriprise
10
Ameriprise
Minnesota
$16M 472,068 +173,905 +58%
ODCM
11
Old Dominion Capital Management
Virginia
$13.7M 400,664 -6,764 -2%
AA
12
Advisory Alpha
Michigan
$11.9M 381,778 +41,734 +12%
PP
13
Pension Partners
New York
$11.2M 328,332 +328,332 New
K
14
Kemper
Illinois
$10.6M 311,817 – –
WPSG
15
Wealth & Pension Services Group
Georgia
$10.3M 302,674 +7,770 +3%
FEG
16
Financial Enhancement Group
Indiana
$9.83M 288,472 +32,133 +13%
Morgan Stanley
17
Morgan Stanley
New York
$9.02M 264,872 +123,788 +88%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$8.43M 247,463 +2,769 +1%
CA
19
Continuum Advisory
Idaho
$8.18M 239,250 +40,384 +20%
SFG
20
StrategIQ Financial Group
Indiana
$8.14M 239,046 +30,995 +15%
UBS Group
21
UBS Group
Switzerland
$7.61M 223,474 +89,946 +67%
TCM
22
Towercrest Capital Management
Pennsylvania
$6.81M 199,844 +220 +0.1%
AWMG
23
Alliance Wealth Management Group
New Jersey
$6.8M 199,618 +206 +0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.19M 181,585 +3,132 +2%
AAS
25
Annex Advisory Services
Wisconsin
$5.65M 165,885 +47,790 +40%
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