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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

318 hedge funds and large institutions have $2.46B invested in SPDR Portfolio S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 109 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.02%
Holding in Top 10
66
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.45%
% of All Funds
1.46%
New
49
Increased
129
Reduced
109
Closed
40
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
+$203K

Top Buyers

1
SMM
Stadion Money Management
Georgia
$365M
2
Creative Planning
Creative Planning
Kansas
$267M
3
Bank of America
Bank of America
North Carolina
$170M
4
LPL Financial
LPL Financial
California
$88.8M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$81.3M

Top Sellers

1
AI
Atria Investments
North Carolina
$421K
2
EWM
Executive Wealth Management
Michigan
$2.27M
3
FI
FormulaFolio Investments
Michigan
$47.6M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$8M
5
VCM
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
226
Mariner Independent Advisor Network
Kansas
$377K +$377K +13,056 New
AFWM
227
AMJ Financial Wealth Management
Virginia
$367K +$58.2K +1,922 +19%
CPO
228
Cerity Partners OCIO
New York
$361K -$49K -1,622 -12%
SWM
229
Sculati Wealth Management
Michigan
$361K +$361K +11,920 New
BCI
230
Brinker Capital Investments
Pennsylvania
$349K +$100K +3,308 +40%
FSG
231
Financial Strategies Group
Michigan
$342K -$74K -2,446 -18%
BRC
232
Bell Rock Capital
Delaware
$328K -$34.3K -1,131 -9%
AMM
233
American Money Management
California
$328K -$31.2K -1,029 -9%
MSAM
234
Moloney Securities Asset Management
Missouri
$322K +$37.2K +1,230 +13%
WSTAM
235
Wilbanks Smith & Thomas Asset Management
Virginia
$303K – – –
CF
236
Centaurus Financial
California
$302K +$92.6K +3,065 +44%
CPIG
237
Chicago Partners Investment Group
Illinois
$293K – – –
LA
238
LVW Advisors
New York
$282K +$282K +9,313 New
NGA
239
Naples Global Advisors
Florida
$278K -$19.7K -650 -7%
TA
240
TCG Advisors
Texas
$276K -$72.1K -2,383 -21%
AF
241
Aldebaran Financial
$272K -$12.3K -405 -4%
TCA
242
Transcend Capital Advisors
New Jersey
$271K +$91K +3,011 +51%
PA
243
PSI Advisors
Florida
$270K +$250K +8,797 +1,268%
FFG
244
Frisch Financial Group
New York
$260K -$3.51K -116 -1%
TCWM
245
Total Clarity Wealth Management
Illinois
$260K +$22.5K +745 +9%
MIM
246
Moseley Investment Management
Florida
$257K -$65.1K -2,152 -20%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$248K -$54.4K -1,797 -18%
GSIS
248
Global Strategic Investment Solutions
Arizona
$242K – – –
LCM
249
LVM Capital Management
Michigan
$242K +$30.3K +1,000 +14%
HSA
250
HBK Sorce Advisory
Pennsylvania
$240K +$240K +7,921 New
8 9
10
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