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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

318 hedge funds and large institutions have $2.46B invested in SPDR Portfolio S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 109 reducing their positions, and 40 closing their positions.

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.02%
Holding in Top 10
66
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.45%
% of All Funds
1.46%
New
49
Increased
129
Reduced
109
Closed
40
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
+$203K

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$365M
2
Creative Planning
2
Creative Planning
Kansas
$267M
3
Bank of America
3
Bank of America
North Carolina
$170M
4
LPL Financial
4
LPL Financial
California
$88.8M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$81.3M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$421K
2
EWM
2
Executive Wealth Management
Michigan
$2.27M
3
FI
3
FormulaFolio Investments
Michigan
$47.6M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$8M
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$18.4M 608,924 +69,786 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$15.1M 500,235 +303,720 +155%
SA
28
Stewardship Advisors
Pennsylvania
$14.8M 488,387 +232,609 +91%
DA
29
Detalus Advisors
Missouri
$14.7M 485,185 +241,845 +99%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13.9M 458,705 -52,514 -10%
LWA
31
Lenox Wealth Advisors
New York
$13.5M 446,833 +188,012 +73%
NA
32
Nottingham Advisors
New York
$13.4M 432,207 +432,207 New
MAS
33
Managed Account Services
Florida
$13.1M 448,624 +183,969 +70%
Ameriprise
34
Ameriprise
Minnesota
$13M 429,586 -270,724 -39%
FAAM
35
First Ascent Asset Management
Colorado
$12.7M 418,356 +13,018 +3%
PWG
36
Private Wealth Group
Florida
$12.6M 417,687 +417,687 New
ACA
37
Aptus Capital Advisors
Alabama
$12.6M 415,879 -2,708 -0.6%
MGIA
38
Moneta Group Investment Advisors
Missouri
$12.3M 406,215 +77,870 +24%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.1M 400,650 -64,180 -14%
IWP
40
IAG Wealth Partners
Wisconsin
$11.9M 394,299 +109,716 +39%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$11.3M 374,193 +38,932 +12%
BC
42
Brio Consultants
California
$11.3M 374,078 +23,301 +7%
Wells Fargo
43
Wells Fargo
California
$11.2M 370,435 +88,175 +31%
AAS
44
Annex Advisory Services
Wisconsin
$10.9M 359,897 -6,356 -2%
SRSA
45
S.R. Schill & Associates
Washington
$10.8M 355,523 +355,523 New
K
46
Kemper
Illinois
$10.6M 311,817 – –
SFP
47
Strategic Financial Partners
Oregon
$10.6M 349,122 -97,023 -22%
JWM
48
Jackson Wealth Management
Florida
$10.4M 301,279 -181,403 -38%
UBS Group
49
UBS Group
Switzerland
$10.3M 340,025 -82,315 -19%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$10.1M 332,591 +328,306 +7,662%
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