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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

196 hedge funds and large institutions have $933M invested in SPDR Portfolio S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
4.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.67%
New
45
Increased
85
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$55.6M
2
EWM
2
Executive Wealth Management
Michigan
$44.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$43.5M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
ACA
5
Aptus Capital Advisors
Alabama
$18.3M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.8M
3
PP
3
Pension Partners
New York
$0
4
JWM
4
Jackson Wealth Management
Florida
$11M
5
TRCT
5
Tower Research Capital (TRC)
New York
$23K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$82.7M 2,829,623 +367,089 +15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$62.8M 2,149,020 -1,333,332 -38%
SFP
3
Shepherd Financial Partners
Massachusetts
$55.8M 1,911,331 +155,231 +9%
RA
4
RFG Advisory
Alabama
$55.6M 1,905,000 +1,835,175 +2,628%
TC
5
Trilogy Capital
California
$45.1M 1,542,850 -33,764 -2%
EWM
6
Executive Wealth Management
Michigan
$44.5M 1,521,875 +1,521,875 New
Goldman Sachs
7
Goldman Sachs
New York
$43.5M 1,490,902 +1,490,902 New
PWA
8
Peterson Wealth Advisors
Utah
$40.4M 1,383,353 +133,385 +11%
Bank of America
9
Bank of America
North Carolina
$34.5M 1,179,806 +1,130,176 +2,277%
Creative Planning
10
Creative Planning
Kansas
$22.9M 783,093 +145,572 +23%
ACA
11
Aptus Capital Advisors
Alabama
$18.3M 626,755 +626,755 New
FI
12
FormulaFolio Investments
Michigan
$16.7M 489,671 – –
AAS
13
Annex Advisory Services
Wisconsin
$13.6M 465,003 +299,118 +180%
Ameriprise
14
Ameriprise
Minnesota
$12.2M 420,800 -51,268 -11%
AG
15
Advisor Group
Arizona
$12M 409,845 +328,846 +406%
AA
16
Advisory Alpha
Michigan
$11.4M 358,577 -23,201 -6%
JWM
17
Jackson Wealth Management
Florida
$11M 386,689 -364,016 -48%
ODCM
18
Old Dominion Capital Management
Virginia
$11M 376,976 -23,688 -6%
BC
19
Brio Consultants
California
$10.1M 345,049 +345,049 New
Morgan Stanley
20
Morgan Stanley
New York
$9.91M 339,220 +74,348 +28%
FEG
21
Financial Enhancement Group
Indiana
$9.85M 288,991 +519 +0.2%
K
22
Kemper
Illinois
$9.11M 311,817 – –
Wells Fargo
23
Wells Fargo
California
$8.59M 293,931 +267,301 +1,004%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$7.59M 259,733 +12,270 +5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$7.47M 255,830 +252,049 +6,666%
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