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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 %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$20K 464 – –
VFA
402
Valeo Financial Advisors
Indiana
$20K 455 +120 +36%
S
403
SignatureFD
Georgia
$19K 423 – –
AIL
404
AGF Investments LLC
Ontario, Canada
$16K 373 – –
PCG
405
Private Capital Group
Connecticut
$13K 284 – –
PA
406
Parallel Advisors
California
$11K 260 – –
BCA
407
Bray Capital Advisors
Florida
$11K 260 – –
HFA
408
HC Financial Advisors
California
$10K 229 – –
GTAM
409
Global Trust Asset Management
Florida
$8K 171 +1 +0.6%
JPMorgan Chase & Co
410
JPMorgan Chase & Co
New York
$4K 100 -27,603 -100%
AIP
411
Ameritas Investment Partners
Nebraska
$4K 113 – –
BW
412
Bison Wealth
Georgia
$3K 74 +10 +16%
GA
413
GoalVest Advisory
New York
$3K 75 +75 New
GEA
414
Glen Eagle Advisors
New Jersey
$2.55K 58 -15 -21%
GAM
415
Gemmer Asset Management
California
$2K 40 – –
HIA
416
Harbor Investment Advisory
Maryland
$2K 53 – –
CFA
417
Carroll Financial Associates
North Carolina
$2K 53 – –
JWM
418
Janiczek Wealth Management
Colorado
$2K 40 – –
LFG
419
Larson Financial Group
Missouri
$2K 38 +6 +19%
HWA
420
HCR Wealth Advisors
California
$2K 38 +38 New
TWM
421
Tradition Wealth Management
Minnesota
$1K 18 +18 New
AA
422
Ancora Advisors
Ohio
$1K 19 +19 New
CAAS
423
Capital Asset Advisory Services
Michigan
$1K 20 +20 New
MPCG
424
Matrix Private Capital Group
New York
$1K 22 +22 New
LF
425
Lee Financial
Texas
$1K 25 +25 New
14 15 16
17
18