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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 %
CIAS
276
Capital Investment Advisory Services
North Carolina
$661K 15,031 -651 -4%
W
277
Wealthquest
Ohio
$660K 15,018 -123 -0.8%
IRC
278
Investors Research Corp
Georgia
$660K 15,008 +8,367 +126%
ASN
279
Advisory Services Network
Georgia
$648K 14,720 -14,437 -50%
HSA
280
HBK Sorce Advisory
Pennsylvania
$637K 14,480 +4,424 +44%
PG
281
Prostatis Group
Maryland
$610K 13,885 -30,414 -69%
DI
282
Diligent Investors
California
$607K 13,810 -8,000 -37%
ADL
283
Asset Dedication LLC
California
$581K 13,289 – –
BCI
284
Brinker Capital Investments
Pennsylvania
$576K 13,112 -536 -4%
FMC
285
Financial Management Concepts
Florida
$570K 12,972 +12,972 New
RWM
286
Ritholtz Wealth Management
New York
$560K 12,744 -553 -4%
VC
287
Vicus Capital
Pennsylvania
$554K 12,607 +5,107 +68%
AF
288
Aldebaran Financial
$546K 12,430 -430 -3%
MP
289
McDonald Partners
Ohio
$536K 12,183 +12,183 New
AUB
290
Atlantic Union Bankshares
Virginia
$533K 12,124 -1,301 -10%
GSWM
291
Golden State Wealth Management
California
$531K 12,079 -1,257 -9%
MWPCG
292
Measured Wealth Private Client Group
New Hampshire
$529K 12,026 -184 -2%
WFC
293
Western Financial Corp
California
$521K 11,858 +11,858 New
NGA
294
Naples Global Advisors
Florida
$511K 11,625 +320 +3%
RPCA
295
Running Point Capital Advisors
California
$493K 11,226 +11,226 New
IA
296
Insight Advisors
Pennsylvania
$480K 10,927 +10,927 New
SWM
297
Sculati Wealth Management
Michigan
$478K 10,884 -895 -8%
AMM
298
American Money Management
California
$475K 10,805 -317 -3%
IWS
299
Insight Wealth Strategies
California
$473K 10,765 +10,765 New
WP
300
WealthShield Partners
North Carolina
$446K 10,157 -2,569 -20%
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12
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