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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$63K 1,726 -189 -10%
LWANC
302
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K 1,750 – –
CFD
303
Creative Financial Designs
Indiana
$56K 1,532 +415 +37%
SL
304
Savior LLC
Massachusetts
$50K 1,386 -831 -37%
FWP
305
FAS Wealth Partners
Kansas
$50K 1,393 -185 -12%
EIP
306
Ellis Investment Partners
Pennsylvania
$43K 1,205 +1,205 New
FFW
307
Fusion Family Wealth
New York
$40K 1,090 -106 -9%
WAS
308
Winch Advisory Services
Wisconsin
$37K 1,023 +5 +0.5%
SBL
309
Sargent Bickham Lagudis
Colorado
$36K 1,005 +705 +235%
BA
310
Ballast Advisors
Minnesota
$32K 884 – –
CFGS
311
Concourse Financial Group Securities
Alabama
$27K 751 +52 +7%
BBA
312
Braun-Bostich & Associates
Pennsylvania
$26K 709 – –
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K 692 – –
SSB
314
Sandy Spring Bank
Maryland
$24K 667 +667 New
TFA
315
Transamerica Financial Advisors
Florida
$22K 601 +601 New
OPS
316
Orion Portfolio Solutions
Nebraska
$20K 565 +42 +8%
CAN
317
Cetera Advisor Networks
California
$20K 540 +540 New
US Bancorp
318
US Bancorp
Minnesota
$19K 518 +23 +5%
CL
319
Cabana LLC
Arkansas
$18K 500 +500 New
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$17K 464 – –
MHR
321
Matthew Hamilton Rosenberg
$16K 728 +728 New
BlackRock
322
BlackRock
New York
$15K 419 +15 +4%
AIL
323
AGF Investments LLC
Ontario, Canada
$15K 424 +48 +13%
VFA
324
Valeo Financial Advisors
Indiana
$12K 334 +2 +0.6%
PCG
325
Private Capital Group
Connecticut
$10K 284 – –
11 12
13
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