SPLG icon

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 %
SMFS
301
Squar Milner Financial Services
California
$10K – – –
PCG
302
Private Capital Group
Connecticut
$9K – – –
SBL
303
Sargent Bickham Lagudis
Colorado
$9K +$9K +300 New
BCA
304
Bray Capital Advisors
Florida
$8K – – –
PA
305
Parallel Advisors
California
$7K – – –
WA
306
WBH Advisory
Maryland
$5.19K +$5.19K +171,467 New
HFA
307
HC Financial Advisors
California
$5K +$5K +149 New
BWL
308
Bogart Wealth LLC
Virginia
$4K +$4K +140 New
AIP
309
Ameritas Investment Partners
Nebraska
$3K – – –
CFG
310
Citizens Financial Group
Rhode Island
$3K +$3K +100 New
BW
311
Bison Wealth
Georgia
$2K – – –
HIA
312
Harbor Investment Advisory
Maryland
$2K – – –
SIS
313
Sound Income Strategies
Florida
$1K -$42K -840 -98%
JWM
314
Janiczek Wealth Management
Colorado
$1K – – –
GAM
315
Gemmer Asset Management
California
$1K – – –
BWM
316
BerganKDV Wealth Management
Minnesota
$1K – – –
LFG
317
Larson Financial Group
Missouri
$1K +$125 +3 +14%
CFA
318
Carroll Financial Associates
North Carolina
$1K +$1K +35 New
FGAM
319
Financial Gravity Asset Management
Texas
$16 +$4 +140 +39%
VCM
320
Virtue Capital Management
Tennessee
– -$24.1M -637,895 Closed
CIA
321
Compass Ion Advisors
Pennsylvania
– -$12M -316,701 Closed
CF
322
Copperwynd Financial
Arizona
– -$6.02M -159,279 Closed
PEA
323
Pacific Edge Advisors
California
– -$5.44M -143,900 Closed
MFG
324
Menard Financial Group
Texas
– -$3.66M -96,727 Closed
HC
325
HNP Capital
New York
– -$3.7M -96,715 Closed
11 12
13
14 15