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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

340 hedge funds and large institutions have $3.73B invested in SPDR Portfolio S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 28 closing their positions.

Holders
340
Holders Change
+22
Holders Change %
+6.92%
% of All Funds
6.99%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
1.17%
New
52
Increased
152
Reduced
106
Closed
28
Calls
$261K
Puts
$3K
Net Calls
+$258K
Net Calls Change
+$55K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$229M
2
SMM
2
Stadion Money Management
Georgia
$527M
3
Creative Planning
3
Creative Planning
Kansas
$395M
4
Bank of America
4
Bank of America
North Carolina
$259M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.5M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$9.14M
2
CI
2
CX Institutional
Indiana
$32.5M
3
FAAM
3
First Ascent Asset Management
Colorado
$389K
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACG
26
Allen Capital Group
Nebraska
$26.4M 728,707 -9,780 -1%
GFPC
27
Global Financial Private Capital
Florida
$26.2M 724,050 +724,050 New
SFP
28
Shepherd Financial Partners
Massachusetts
$25.8M 710,342 +3,767 +0.5%
DLIC
29
Daido Life Insurance Company
Japan
$22.4M 618,711 – –
MAS
30
Managed Account Services
Florida
$21.3M 564,037 +115,413 +26%
CCFM
31
Clear Creek Financial Management
Washington
$20.2M 556,516 -32,779 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.4M 535,398 +202,807 +61%
CFG
33
Cooper Financial Group
California
$19.4M 534,517 -74,407 -12%
PAG
34
Private Advisor Group
New Jersey
$19.1M 526,059 +372,468 +243%
LWA
35
Lenox Wealth Advisors
New York
$18.8M 519,463 +72,630 +16%
DA
36
Detalus Advisors
Missouri
$18.7M 515,312 +30,127 +6%
IWP
37
IAG Wealth Partners
Wisconsin
$18.2M 502,027 +107,728 +27%
SA
38
Stewardship Advisors
Pennsylvania
$18.1M 500,015 +11,628 +2%
MGIA
39
Moneta Group Investment Advisors
Missouri
$17M 469,131 +62,916 +15%
SB
40
Strategic Blueprint
Georgia
$16.9M 465,466 +229,841 +98%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$16.5M 454,360 -45,875 -9%
CIA
42
Compass Ion Advisors
Pennsylvania
$16M 440,128 +440,128 New
GVAG
43
Great Valley Advisor Group
Delaware
$15.8M 436,766 +191,029 +78%
Wells Fargo
44
Wells Fargo
California
$15.8M 436,688 +66,253 +18%
VCM
45
Vivaldi Capital Management
Illinois
$14.4M 364,182 +54,195 +17%
FHC
46
First Heartland Consultants
Missouri
$14.3M 395,762 +197,732 +100%
GLA
47
Good Life Advisors
Pennsylvania
$14.1M 390,163 +349,219 +853%
CCM
48
Condor Capital Management
New Jersey
$14.1M 389,429 +329,121 +546%
ACA
49
Aptus Capital Advisors
Alabama
$13.8M 380,861 -35,018 -8%
Ameriprise
50
Ameriprise
Minnesota
$13.5M 372,138 -57,448 -13%
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