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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 %
TNA
351
True North Advisors
Texas
$227K 5,179 – –
CM
352
Churchill Management
California
$227K 5,169 +5,169 New
IAN
353
Integrated Advisors Network
Texas
$226K 5,152 -934 -15%
SPIA
354
Steward Partners Investment Advisory
New York
$222K 5,044 -97 -2%
LW
355
Linscomb Wealth
Texas
$222K 5,054 +5,054 New
RCAG
356
Rehmann Capital Advisory Group
Michigan
$216K 4,924 +4,924 New
RWA
357
Redhawk Wealth Advisors
Minnesota
$215K 4,886 -441 -8%
VR
358
Viridian RIA
Washington
$214K 4,870 -4,889 -50%
B
359
Bridgeworth
Alabama
$214K 4,859 -229 -5%
JCM
360
Jacobi Capital Management
Pennsylvania
$213K 4,842 +1,540 +47%
NAM
361
NorthCoast Asset Management
Connecticut
$211K 4,788 +4,788 New
SGK
362
Steigerwald Gordon & Koch
Virginia
$211K 4,804 +4,804 New
RCA
363
Ranch Capital Advisors
Florida
$209K 4,774 -411 -8%
OAP
364
One Advisory Partners
Kansas
$201K 4,568 +4,568 New
CC
365
Courier Capital
New York
$200K 4,552 +4,552 New
SL
366
Savior LLC
Massachusetts
$198K 4,512 +3,126 +226%
GI
367
Gradient Investments
Minnesota
$196K 4,979 – –
TLFA
368
True Link Financial Advisors
California
$143K 3,250 +3,250 New
BWA
369
Burt Wealth Advisors
Maryland
$141K 3,200 – –
ZIG
370
Zurich Insurance Group
Switzerland
$135K 3,016 -980 -25%
EP
371
Eudaimonia Partners
Tennessee
$132K 3,004 +3,004 New
US Bancorp
372
US Bancorp
Minnesota
$121K 2,753 +2,017 +274%
OIM
373
Oder Investment Management
California
$104K 2,363 +2,363 New
OCM
374
Orion Capital Management
California
$104K 2,365 +2,365 New
PB
375
Pinnacle Bancorp
Nebraska
$102K 2,319 +119 +5%
13 14
15
16 17