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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 %
YAL
376
Your Advocates Ltd
Texas
$101K 2,296 – –
BWM
377
Baystate Wealth Management
Massachusetts
$99K 2,247 +2,247 New
CFGS
378
Concourse Financial Group Securities
Alabama
$98K 2,231 +1,631 +272%
CPFP
379
Clear Perspectives Financial Planning
Ohio
$92K 2,102 +2,102 New
AWM
380
Accel Wealth Management
Iowa
$91K 2,070 +2,070 New
WFA
381
WestHill Financial Advisors
California
$89K 2,033 +2,033 New
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$86K 1,950 +1,950 New
TIM
383
Tortoise Investment Management
New York
$85K 1,925 – –
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$76K 1,720 -30 -2%
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$76K 1,726 – –
LWM
386
Liberty Wealth Management
California
$59K 1,338 +727 +119%
FPW
387
Flagship Private Wealth
Massachusetts
$58.4K 1,325 +1,325 New
DAC
388
Dividend Assets Capital
South Carolina
$56K 1,282 +1,282 New
KFI
389
Key Financial Inc
Pennsylvania
$54K 1,227 +1,227 New
EIP
390
Ellis Investment Partners
Pennsylvania
$53K 1,215 +5 +0.4%
FWP
391
FAS Wealth Partners
Kansas
$49K 1,107 -188 -15%
SBL
392
Sargent Bickham Lagudis
Colorado
$45K 1,013 +4 +0.4%
WAS
393
Winch Advisory Services
Wisconsin
$45K 1,031 +4 +0.4%
MAM
394
Meeder Asset Management
Ohio
$44K 1,011 +1,011 New
FFW
395
Fusion Family Wealth
New York
$43K 989 – –
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$40K 917 – –
BA
397
Ballast Advisors
Minnesota
$39K 884 – –
M
398
MOTCO
Texas
$36K 829 +829 New
DWP
399
Destiny Wealth Partners
Florida
$34K 781 +781 New
MHR
400
Matthew Hamilton Rosenberg
$32K 728 – –
14 15
16
17 18