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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

340 hedge funds and large institutions have $3.73B invested in SPDR Portfolio S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
+22
Holders Change %
+6.92%
% of All Funds
6.99%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
1.17%
New
52
Increased
152
Reduced
106
Closed
28
Calls
$261K
Puts
$3K
Net Calls
+$258K
Net Calls Change
+$55K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$229M
2
SMM
2
Stadion Money Management
Georgia
$527M
3
Creative Planning
3
Creative Planning
Kansas
$395M
4
Bank of America
4
Bank of America
North Carolina
$259M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.5M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$9.14M
2
CI
2
CX Institutional
Indiana
$32.5M
3
FAAM
3
First Ascent Asset Management
Colorado
$389K
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
251
Cedar Brook Financial Partners
Ohio
$344K 9,477 +9,477 New
CPIG
252
Chicago Partners Investment Group
Illinois
$331K 8,715 – –
VR
253
Viridian RIA
Washington
$330K 9,093 +1,758 +24%
PA
254
Paragon Advisors
Texas
$321K 8,845 -131,784 -94%
FFG
255
Frisch Financial Group
New York
$308K 8,483 -119 -1%
HAS
256
HBW Advisory Services
California
$306K 8,437 +8,437 New
LCM
257
LVM Capital Management
Michigan
$290K 8,000 – –
GSIS
258
Global Strategic Investment Solutions
Arizona
$290K 8,000 – –
HSA
259
HBK Sorce Advisory
Pennsylvania
$290K 7,993 +72 +0.9%
PWM
260
Perigon Wealth Management
California
$288K 7,954 -5,879 -42%
TCWM
261
Total Clarity Wealth Management
Illinois
$288K 7,949 -659 -8%
TA
262
TCG Advisors
Texas
$283K 7,805 -1,312 -14%
RIM
263
Rockbridge Investment Management
New York
$280K 7,723 +7,723 New
BFA
264
Beacon Financial Advisory
Ohio
$266K 7,364 -122 -2%
LA
265
LexAurum Advisors
Kansas
$259K 7,146 -294 -4%
SWPG
266
Strategic Wealth Partners Group
Illinois
$258K 7,130 +7,130 New
Fidelity Investments
267
Fidelity Investments
Massachusetts
$250K 6,892 -1,294 -16%
AIM
268
Arcadia Investment Management
Michigan
$250K 6,892 – –
OIA
269
OneDigital Investment Advisors
Kansas
$247K 6,511 -6,768 -51%
WP
270
WealthSource Partners
California
$247K 6,807 -253 -4%
RWA
271
Redhawk Wealth Advisors
Minnesota
$246K 6,780 -414 -6%
CAC
272
Certified Advisory Corp
Florida
$245K 6,770 +5,291 +358%
LM
273
Legg Mason
Maryland
$244K 6,713 +17 +0.3%
RCA
274
Ranch Capital Advisors
Florida
$239K 6,084 -6,967 -53%
CA
275
Cetera Advisors
Colorado
$231K 6,379 +6,379 New
9 10
11
12 13