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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 %
BFA
251
Beacon Financial Advisory
Ohio
$968K 22,022 +8,561 +64%
TFA
252
Teamwork Financial Advisors
Texas
$960K 21,829 -7 -0%
KM
253
Kalos Management
Georgia
$931K 20,948 +5,763 +38%
SMC
254
Smith, Moore & Co
Missouri
$913K 20,780 +59 +0.3%
SFM
255
Signet Financial Management
New Jersey
$911K 20,731 -287 -1%
CC
256
Cedar Capital
Illinois
$903K 20,544 +20,544 New
DI
257
DFPG Investments
Utah
$897K 20,019 +1,792 +10%
OIA
258
OneDigital Investment Advisors
Kansas
$886K 20,073 +249 +1%
EWM
259
Echo Wealth Management
Minnesota
$874K 19,887 +19,887 New
CA
260
Cetera Advisors
Colorado
$872K 19,847 +5,990 +43%
CFD
261
Creative Financial Designs
Indiana
$851K 19,351 +6,413 +50%
TCA
262
Transcend Capital Advisors
New Jersey
$819K 18,625 +2,332 +14%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$769K 17,492 -9,333 -35%
TF
264
TLWM Financial
Texas
$758K 17,236 +575 +3%
RSWM
265
Robertson Stephens Wealth Management
California
$750K 17,073 -5,924 -26%
HF
266
HRT Financial
New York
$738K 16,809 +16,809 New
BFA
267
Bluestem Financial Advisors
Illinois
$729K 16,575 +38 +0.2%
FMN
268
Financial Management Network
California
$725K 16,068 +16,068 New
AFWM
269
AMJ Financial Wealth Management
Virginia
$723K 16,457 +774 +5%
IWA
270
Intercontinental Wealth Advisors
Texas
$711K 16,168 +6,571 +68%
BCP
271
Berkeley Capital Partners
Georgia
$711K 16,172 +16,172 New
Citigroup
272
Citigroup
New York
$698K 15,882 +1,483 +10%
LFAS
273
Level Four Advisory Services
Texas
$693K 15,772 -2,584 -14%
LAS
274
Lloyd Advisory Services
Georgia
$668K 15,200 -707 -4%
OGF
275
Orin Green Financial
California
$663K 15,076 +15,076 New
9 10
11
12 13