SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

254 hedge funds and large institutions have $1.43B invested in SPDR Portfolio S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 139 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
5.58%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.88%
New
38
Increased
139
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$21.7M
2
ODG
2
O'Dell Group
Ohio
$19.8M
3
FI
3
FormulaFolio Investments
Michigan
$37.4M
4
ACG
4
Allen Capital Group
Nebraska
$17.6M
5
AG
5
Advisor Group
Arizona
$33.7M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$18.4M
2
SFP
2
Shepherd Financial Partners
Massachusetts
$42.6M
3
CCFM
3
Clear Creek Financial Management
Washington
$30.4M
4
GI
4
Gradient Investments
Minnesota
$14.9M
5
CF
5
Copperwynd Financial
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Executive Wealth Management
Michigan
$62.8M 1,802,777 +313,213 +21%
AI
2
Atria Investments
North Carolina
$62.5M 1,793,792 +1,514 +0.1%
Creative Planning
3
Creative Planning
Kansas
$57M 1,636,953 +206,122 +14%
PWA
4
Peterson Wealth Advisors
Utah
$53M 1,521,160 +26,420 +2%
TC
5
Trilogy Capital
California
$50.7M 1,466,277 -18,260 -1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
SFP
7
Shepherd Financial Partners
Massachusetts
$42.6M 1,220,953 -757,615 -38%
JWM
8
Jackson Wealth Management
Florida
$41.7M 1,211,144 +196,461 +19%
FI
9
FormulaFolio Investments
Michigan
$37.4M 1,074,177 +535,214 +99%
AG
10
Advisor Group
Arizona
$33.7M 967,263 +373,169 +63%
CCFM
11
Clear Creek Financial Management
Washington
$30.4M 839,438 -306,902 -27%
Bank of America
12
Bank of America
North Carolina
$27.9M 801,730 +83,166 +12%
FEG
13
Financial Enhancement Group
Indiana
$27.8M 798,440 +198,701 +33%
Ameriprise
14
Ameriprise
Minnesota
$23.6M 677,117 +147,313 +28%
CPA
15
Clear Perspective Advisors
Illinois
$22.6M 650,633 +337,635 +108%
State Street
16
State Street
Massachusetts
$21.7M 622,167 +622,167 New
ODG
17
O'Dell Group
Ohio
$19.8M 568,940 +568,940 New
FHC
18
First Heartland Consultants
Missouri
$19M 546,139 -22,929 -4%
VC
19
Vicus Capital
Pennsylvania
$18.4M 18,428 -614,345 -97%
ACG
20
Allen Capital Group
Nebraska
$17.6M 515,677 +411,366 +394%
AA
21
Advisory Alpha
Michigan
$17.5M 510,717 +102,295 +25%
RA
22
RFG Advisory
Alabama
$16.5M 472,620 +11,861 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$15.5M 446,146 +95,658 +27%
AAS
24
Annex Advisory Services
Wisconsin
$15.3M 438,208 +21,445 +5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$15.2M 435,094 +38,443 +10%
1
2 3 4 5