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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 %
BFA
251
Beacon Financial Advisory
Ohio
$226K +$38.8K +1,284 +21%
LA
252
LexAurum Advisors
Kansas
$225K +$38.4K +1,269 +21%
AW
253
ACG Wealth
Georgia
$222K – – –
VR
254
Viridian RIA
Washington
$222K +$9.26K +306 +4%
RWA
255
Redhawk Wealth Advisors
Minnesota
$218K -$65.6K -2,165 -23%
WP
256
WealthSource Partners
California
$214K -$2.49M -82,247 -92%
AIM
257
Arcadia Investment Management
Michigan
$208K – – –
LM
258
Legg Mason
Maryland
$203K +$1.21K +40 +0.6%
YAL
259
Your Advocates Ltd
Texas
$192K +$192K +6,343 New
ZIG
260
Zurich Insurance Group
Switzerland
$186K +$186K +6,046 New
APA
261
American Portfolios Advisors
New York
$179K +$1.85K +61 +1%
CB
262
Community Bank
New York
$167K +$167K +5,540 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$164K +$46.5K +1,536 +40%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$162K – – –
GTAM
265
Global Trust Asset Management
Florida
$155K +$150K +4,886 +2,908%
GI
266
Gradient Investments
Minnesota
$148K -$67.9K -2,239 -31%
RFM
267
Royal Fund Management
Florida
$120K -$10.1M -334,349 -99%
FA
268
Fortis Advisors
Pennsylvania
$102K +$102K +3,374 New
BWA
269
Burt Wealth Advisors
Maryland
$97K +$97K +3,200 New
AIC
270
Ameritas Investment Company
Nebraska
$91K +$91K +3,058 New
ASN
271
Advisory Services Network
Georgia
$89K +$57.4K +1,899 +181%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$81K +$81K +2,800 New
SL
273
Savior LLC
Massachusetts
$67K -$132K -4,352 -66%
SPIA
274
Steward Partners Investment Advisory
New York
$67K – – –
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$58K – – –
9 10
11
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