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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 %
FHA
276
Flagship Harbor Advisors
Massachusetts
$55K – – –
LWANC
277
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K – – –
JCM
278
Jacobi Capital Management
Pennsylvania
$49K +$49K +1,632 New
FWP
279
FAS Wealth Partners
Kansas
$48K +$5.02K +165 +12%
CAC
280
Certified Advisory Corp
Florida
$45K +$23.7K +780 +112%
PB
281
Pinnacle Bancorp
Nebraska
$39K – – –
FFW
282
Fusion Family Wealth
New York
$36K +$1.63K +54 +5%
CFD
283
Creative Financial Designs
Indiana
$34K -$19.1K -628 -36%
TIM
284
Tortoise Investment Management
New York
$32K -$19.4K -650 -38%
WAS
285
Winch Advisory Services
Wisconsin
$31K +$183 +6 +0.6%
BA
286
Ballast Advisors
Minnesota
$27K – – –
AF
287
Allworth Financial
California
$25K +$25K +836 New
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
CFGS
289
Concourse Financial Group Securities
Alabama
$21K +$12.2K +407 +139%
BBA
290
Braun-Bostich & Associates
Pennsylvania
$20K – – –
NFG
291
Next Financial Group
Texas
$19K +$19K +617 New
SWA
292
Stratos Wealth Advisors
Ohio
$18K +$18K +605 New
OPS
293
Orion Portfolio Solutions
Nebraska
$16K +$5.11K +167 +47%
US Bancorp
294
US Bancorp
Minnesota
$15K +$6.36K +210 +74%
KFI
295
Key Financial Inc
Pennsylvania
$15K +$15K +492 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +464 New
BlackRock
297
BlackRock
New York
$12K +$594 +20 +5%
AIL
298
AGF Investments LLC
Ontario, Canada
$11K – – –
VFA
299
Valeo Financial Advisors
Indiana
$11K +$5.04K +152 +84%
GEA
300
Glen Eagle Advisors
New Jersey
$10.5K -$3.33K -110 -24%
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