SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in SPDR Portfolio S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
5.05%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.8%
New
33
Increased
135
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.6M
2
AI
2
Atria Investments
North Carolina
$60.8M
3
VC
3
Vicus Capital
Pennsylvania
$18.3M
4
Creative Planning
4
Creative Planning
Kansas
$49.4M
5
JWM
5
Jackson Wealth Management
Florida
$35.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RA
2
RFG Advisory
Alabama
$15.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$1.75M
5
Ameriprise
5
Ameriprise
Minnesota
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
1
Shepherd Financial Partners
Massachusetts
$68.3M 1,978,568 +62,300 +3%
AI
2
Atria Investments
North Carolina
$60.8M 1,792,278 +529,529 +42%
TC
3
Trilogy Capital
California
$52.2M 1,484,537 -42,025 -3%
PWA
4
Peterson Wealth Advisors
Utah
$51.6M 1,494,740 +73,185 +5%
EWM
5
Executive Wealth Management
Michigan
$51.5M 1,489,564 +235,572 +19%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
Creative Planning
7
Creative Planning
Kansas
$49.4M 1,430,831 +421,297 +42%
CCFM
8
Clear Creek Financial Management
Washington
$39.6M 1,146,340 +1,146,340 New
JWM
9
Jackson Wealth Management
Florida
$35.6M 1,014,683 +354,947 +54%
GI
10
Gradient Investments
Minnesota
$25.7M 743,340 -16,644 -2%
Bank of America
11
Bank of America
North Carolina
$24.8M 718,564 -4,309 -0.6%
FEG
12
Financial Enhancement Group
Indiana
$20.7M 599,739 +237,089 +65%
AG
13
Advisor Group
Arizona
$20.5M 594,094 +43,920 +8%
FHC
14
First Heartland Consultants
Missouri
$19.7M 569,068 +12,386 +2%
FI
15
FormulaFolio Investments
Michigan
$18.6M 538,963 +38,070 +8%
VC
16
Vicus Capital
Pennsylvania
$18.3M 632,773 +615,208 +3,502%
Ameriprise
17
Ameriprise
Minnesota
$18.3M 529,804 -43,931 -8%
RA
18
RFG Advisory
Alabama
$15.9M 460,759 -177,687 -28%
CFG
19
Cooper Financial Group
California
$15.4M 445,439 +46,138 +12%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$14.4M 416,996 +106,408 +34%
AAS
21
Annex Advisory Services
Wisconsin
$14.4M 416,763 +41,710 +11%
AA
22
Advisory Alpha
Michigan
$14.3M 408,422 +42,475 +12%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$13.7M 396,651 +29,809 +8%
Morgan Stanley
24
Morgan Stanley
New York
$12.9M 372,769 +44,777 +14%
Wells Fargo
25
Wells Fargo
California
$12.8M 371,632 +69,876 +23%
1
2 3 4 5