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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

423 hedge funds and large institutions have $5.23B invested in SPDR Portfolio S&P 500 ETF in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 136 reducing their positions, and 16 closing their positions.

Holders
423
Holders Change
+63
Holders Change %
+17.5%
% of All Funds
7.51%
Holding in Top 10
77
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.24%
% of All Funds
1.37%
New
84
Increased
167
Reduced
136
Closed
16
Calls
$1.09M
Puts
$54.8M
Net Calls
-$53.7M
Net Calls Change
-$54.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$232M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$149M
3
KW
3
KWB Wealth
California
$59.8M
4
Ameriprise
4
Ameriprise
Minnesota
$69.2M
5
ACM
5
AlphaStar Capital Management
North Carolina
$67.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$53.6M
2
FI
2
FormulaFolio Investments
Michigan
$77.7M
3
G
3
GenTrust
Florida
$0
4
AssetMark Inc
4
AssetMark Inc
California
$272M
5
SMM
5
Stadion Money Management
Georgia
$598M
Name Market Value Shares Shares
Change 		Shares
Change %
SDWMA
226
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.39M 31,554 +2,610 +9%
PA
227
PSI Advisors
Florida
$1.38M 31,430 +16,665 +113%
TSS
228
Two Sigma Securities
New York
$1.38M 31,371 +1,547 +5%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
– – – –
ACS
230
Archford Capital Strategies
Illinois
$1.35M 30,133 -372 -1%
TRCT
231
Tower Research Capital (TRC)
New York
$1.34M 30,497 -66,613 -69%
TPA
232
Trivium Point Advisory
Connecticut
$1.33M 29,853 -3,430 -10%
DWM
233
Dakota Wealth Management
Florida
$1.31M 29,726 -4,415 -13%
T
234
TrueFG
Texas
$1.29M 29,376 +324 +1%
VIM
235
Vista Investment Management
Pennsylvania
$1.25M 28,317 -4,168 -13%
SWMG
236
Sanchez Wealth Management Group
Florida
$1.25M 28,319 +10,263 +57%
SPA
237
Sentinel Pension Advisors
Massachusetts
$1.23M 28,046 +1,777 +7%
Northern Trust
238
Northern Trust
Illinois
$1.21M 27,418 +58 +0.2%
KCPG
239
Kavar Capital Partners Group
Kansas
$1.2M 27,180 – –
BA
240
Bluesphere Advisors
Pennsylvania
$1.19M 27,163 +27,163 New
Stifel Financial
241
Stifel Financial
Missouri
$1.19M 27,137 +27,137 New
DRS
242
Deane Retirement Strategies
Louisiana
$1.18M 26,896 +92 +0.3%
WCM
243
Wealthcare Capital Management
Virginia
$1.13M 25,645 -1,744 -6%
CA
244
Corrado Advisors
New Jersey
$1.13M 25,624 -596 -2%
AA
245
Alesco Advisors
New York
$1.12M 25,555 +379 +2%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1.08M 24,567 -12,328 -33%
RJA
247
Raymond James & Associates
Florida
$1.05M 23,852 +8,155 +52%
VIP
248
Vantage Investment Partners
Missouri
$1.02M 23,288 -22,082 -49%
MSAM
249
Moloney Securities Asset Management
Missouri
$1.01M 23,013 +3,409 +17%
WWM
250
Windsor Wealth Management
Indiana
$988K 22,470 -5,092 -18%
8 9
10
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