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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 %
BCA
326
Bray Capital Advisors
Florida
$9K 260 – –
PA
327
Parallel Advisors
California
$9K 260 – –
HFA
328
HC Financial Advisors
California
$8K 226 +77 +52%
GTAM
329
Global Trust Asset Management
Florida
$6K 170 -4,884 -97%
AIP
330
Ameritas Investment Partners
Nebraska
$4K 113 – –
CFG
331
Citizens Financial Group
Rhode Island
$4K 100 – –
GEA
332
Glen Eagle Advisors
New Jersey
$2.65K 73 -274 -79%
BW
333
Bison Wealth
Georgia
$2K 61 – –
HIA
334
Harbor Investment Advisory
Maryland
$2K 53 – –
GAM
335
Gemmer Asset Management
California
$1K 40 – –
BWM
336
BerganKDV Wealth Management
Minnesota
$1K 37 – –
JWM
337
Janiczek Wealth Management
Colorado
$1K 40 – –
LFG
338
Larson Financial Group
Missouri
$1K 29 +5 +21%
CFA
339
Carroll Financial Associates
North Carolina
$1K 53 +18 +51%
NA
340
Nottingham Advisors
New York
$334 8,973 -423,234 -98%
LFPWM
341
Leicht Financial Planning & Wealth Management
New Jersey
– – -272,080 Closed
CCMG
342
Clark Capital Management Group
Pennsylvania
– – -261,903 Closed
HR
343
Hayden Royal
North Carolina
– – -123,999 Closed
AIS
344
Accurate Investment Solutions
Pennsylvania
– – -98,661 Closed
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
– – -79,006 Closed
Jane Street
346
Jane Street
New York
– – -46,180 Closed
CRCM
347
Corbett Road Capital Management
Virginia
– – -34,773 Closed
BSW
348
Buckingham Strategic Wealth
Missouri
– – -26,627 Closed
CAM
349
Concorde Asset Management
Michigan
– – -24,132 Closed
FIM
350
Frontier Investment Management
Texas
– – -18,220 Closed
11 12 13
14
15