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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 %
TAM
326
Tucker Asset Management
Colorado
$296K 6,736 +6,736 New
CBFP
327
Cedar Brook Financial Partners
Ohio
$291K 6,611 -2,165 -25%
JWCA
328
J.W. Cole Advisors
Florida
$291K 6,621 +6,621 New
CIA
329
Capital Investment Advisors
Georgia
$290K 6,588 +458 +7%
TCMP
330
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K 6,507 +6,507 New
IFWM
331
Institute for Wealth Management
Colorado
$282K 6,412 -3,120 -33%
CWM
332
Campbell Wealth Management
Virginia
$281K 6,384 – –
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$276K 6,284 +1,532 +32%
HPC
334
Hobart Private Capital
North Carolina
$274K 6,233 -1,486 -19%
APA
335
American Portfolios Advisors
New York
$274K 6,231 -56,208 -90%
TCWM
336
Total Clarity Wealth Management
Illinois
$272K 6,196 -735 -11%
TA
337
TFG Advisers
Michigan
$272K 6,196 +113 +2%
OPS
338
Orion Portfolio Solutions
Nebraska
$271K 6,170 +6,170 New
WP
339
WealthSource Partners
California
$270K 6,152 -862 -12%
PPA
340
Parametric Portfolio Associates
Washington
$259K 5,903 +502 +9%
VWA
341
Visionary Wealth Advisors
Illinois
$255K 5,792 -11,749 -67%
I2I
342
Insight 2811 Inc
Illinois
$253K 5,754 -152 -3%
JSL
343
JT Stratford LLC
Georgia
$245K 5,571 +5,571 New
BCA
344
Biltmore Capital Advisors
New Jersey
$243K 5,527 +5,527 New
MIM
345
Macroview Investment Management
Maryland
$241K 5,482 – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$240K 5,468 +288 +6%
HIP
347
HUB Investment Partners
Texas
$235K 5,974 +5,974 New
CA
348
CapWealth Advisors
Tennessee
$234K 5,333 – –
BF
349
BOK Financial
Oklahoma
$231K 5,246 -476 -8%
PWM
350
Provident Wealth Management
Tennessee
$229K 5,208 +425 +9%
12 13
14
15 16