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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

316 hedge funds and large institutions have $1.99B invested in SPDR Portfolio S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 18 closing their positions.

Holders
316
Holders Change
+62
Holders Change %
+24.41%
% of All Funds
6.24%
Holding in Top 10
62
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+55%
% of All Funds
1.22%
New
83
Increased
122
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$125M
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$44.8M
3
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$37.1M
4
VCM
4
Virtue Capital Management
Tennessee
$24.1M
5
SFP
5
Strategic Financial Partners
Oregon
$16.9M

Top Sellers

1
JWM
1
Jackson Wealth Management
Florida
$18.7M
2
GI
2
Gradient Investments
Minnesota
$269K
3
CPA
3
Clear Perspective Advisors
Illinois
$14.6M
4
SFP
4
Shepherd Financial Partners
Massachusetts
$37.4M
5
CI
5
CX Institutional
Indiana
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$125M 3,309,779 +2,235,602 +208%
Creative Planning
2
Creative Planning
Kansas
$72.8M 1,923,599 +286,646 +18%
AI
3
Atria Investments
North Carolina
$70.2M 1,856,375 +62,583 +3%
EWM
4
Executive Wealth Management
Michigan
$70.1M 1,852,696 +49,919 +3%
PWA
5
Peterson Wealth Advisors
Utah
$57.1M 1,509,873 -11,287 -0.7%
TC
6
Trilogy Capital
California
$54.8M 1,445,379 -20,898 -1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
WEPOG
8
Wealth Enhancement & Preservation of GA
Georgia
$44.8M 1,185,825 +1,185,825 New
Bank of America
9
Bank of America
North Carolina
$40M 1,057,917 +256,187 +32%
FEG
10
Financial Enhancement Group
Indiana
$39.3M 1,039,632 +241,192 +30%
SFP
11
Shepherd Financial Partners
Massachusetts
$37.4M 988,278 -232,675 -19%
NEWAS
12
N.E.W. Advisory Services
Wisconsin
$37.1M 980,432 +980,432 New
CCFM
13
Clear Creek Financial Management
Washington
$36.2M 940,547 +101,109 +12%
AG
14
Advisor Group
Arizona
$35.9M 949,847 -17,416 -2%
FHC
15
First Heartland Consultants
Missouri
$26.6M 702,600 +156,461 +29%
Ameriprise
16
Ameriprise
Minnesota
$26.5M 700,310 +23,193 +3%
VCM
17
Virtue Capital Management
Tennessee
$24.1M 637,895 +637,895 New
W
18
Wealthquest
Ohio
$22.8M 602,832 +285,317 +90%
State Street
19
State Street
Massachusetts
$22.6M 596,736 -25,431 -4%
AA
20
Advisory Alpha
Michigan
$22.5M 582,233 +71,516 +14%
ODG
21
O'Dell Group
Ohio
$20.9M 552,416 -16,524 -3%
CFG
22
Cooper Financial Group
California
$20.4M 539,138 +134,542 +33%
ACG
23
Allen Capital Group
Nebraska
$20.2M 534,641 +18,964 +4%
LPL Financial
24
LPL Financial
California
$20.2M 534,249 +245,759 +85%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$19.3M 511,219 +127,702 +33%
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