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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 %
HAS
301
HBW Advisory Services
California
$430K 9,790 +1,369 +16%
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$426K 9,680 -339 -3%
MSFS
303
Main Street Financial Solutions
Pennsylvania
$424K 9,655 +9,655 New
CPIG
304
Chicago Partners Investment Group
Illinois
$422K 9,384 +669 +8%
SFG
305
Sovereign Financial Group
Connecticut
$416K 9,466 +9,466 New
Fidelity Investments
306
Fidelity Investments
Massachusetts
$415K 9,448 +44 +0.5%
NA
307
Nottingham Advisors
New York
$395K 8,975 +1 +0%
NA
308
NewEdge Advisors
Louisiana
$391K 8,888 -2,791 -24%
FFG
309
Frisch Financial Group
New York
$376K 8,545 +28 +0.3%
NAS
310
Nicolet Advisory Services
Wisconsin
$372K 8,462 -1,061 -11%
DWM
311
Darwin Wealth Management
Florida
$371K 8,442 -7,555 -47%
NFG
312
Next Financial Group
Texas
$365K 8,312 +99 +1%
GSIS
313
Global Strategic Investment Solutions
Arizona
$352K 8,000 – –
FMI
314
F/M Investments
District of Columbia
$345K 7,855 +7,855 New
WWS
315
Wellington Wealth Strategies
Indiana
$339K 6,070 +6,070 New
PWMG
316
Prestige Wealth Management Group
New Jersey
$338K 7,682 -30,135 -80%
MFG
317
Magnus Financial Group
New York
$338K 7,679 +2,366 +45%
LCM
318
LVM Capital Management
Michigan
$336K 7,650 -250 -3%
GFPC
319
Global Financial Private Client
Florida
$324K 7,367 -2,003 -21%
SPC
320
Sigma Planning Corp
Michigan
$323K 7,345 +1,446 +25%
PWM
321
Perigon Wealth Management
California
$322K 7,316 -276 -4%
RIM
322
Rockbridge Investment Management
New York
$320K 7,286 -5 -0.1%
SWPG
323
Strategic Wealth Partners Group
Illinois
$313K 7,130 – –
JSA
324
Jacobson & Schmitt Advisors
Wisconsin
$311K 7,071 +7,071 New
AIM
325
Arcadia Investment Management
Michigan
$303K 6,892 – –
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