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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 %
CWM
276
Campbell Wealth Management
Virginia
$231K 6,384 +6,384 New
OFS
277
OneAscent Financial Services
Alabama
$228K 6,295 +6,295 New
APA
278
American Portfolios Advisors
New York
$224K 6,184 +274 +5%
CIA
279
Capital Investment Advisors
Georgia
$222K 6,130 +6,130 New
MIM
280
Macroview Investment Management
Maryland
$219K 6,028 -57,363 -90%
SPC
281
Sigma Planning Corp
Michigan
$214K 5,895 +5,895 New
OAP
282
One Advisory Partners
Kansas
$213K 5,887 +5,887 New
TA
283
TFG Advisers
Michigan
$211K 5,834 +5,834 New
IWA
284
Intercontinental Wealth Advisors
Texas
$202K 5,575 +5,575 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$201K 5,552 +134 +2%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$198K 5,460 +115 +2%
SPIA
287
Steward Partners Investment Advisory
New York
$186K 5,141 +2,925 +132%
GI
288
Gradient Investments
Minnesota
$165K 4,563 -315 -6%
SBSB
289
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K 3,783 +3,783 New
ZIG
290
Zurich Insurance Group
Switzerland
$123K 3,996 -2,050 -34%
BWA
291
Burt Wealth Advisors
Maryland
$116K 3,200 – –
JCM
292
Jacobi Capital Management
Pennsylvania
$107K 2,938 +1,306 +80%
GRP
293
Global Retirement Partners
California
$107K 2,960 +2,960 New
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$102K 2,800 – –
PWM
295
Provident Wealth Management
Tennessee
$86K 2,377 +2,377 New
YAL
296
Your Advocates Ltd
Texas
$82K 2,193 -4,150 -65%
PB
297
Pinnacle Bancorp
Nebraska
$80K 2,200 +903 +70%
Simplex Trading
298
Simplex Trading
Illinois
$79K 2,194 +2,194 New
TIM
299
Tortoise Investment Management
New York
$75K 2,070 +1,000 +93%
FHA
300
Flagship Harbor Advisors
Massachusetts
$65K 1,804 – –
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