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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 %
AA
26
Advisory Alpha
Michigan
$37.8M 860,404 +12,986 +2%
PAG
27
Private Advisor Group
New Jersey
$35.3M 802,714 +239,157 +42%
CPA
28
Clear Perspective Advisors
Illinois
$34.8M 792,207 -137,514 -15%
AFG
29
Affinia Financial Group
Massachusetts
$34.6M 787,419 +4,980 +0.6%
ODG
30
O'Dell Group
Ohio
$34.3M 781,310 -31,237 -4%
PWG
31
Private Wealth Group
Florida
$34.2M 777,163 -354,553 -31%
CFG
32
Cooper Financial Group
California
$32.9M 747,652 +200,911 +37%
AWM
33
AE Wealth Management
Kansas
$31.7M 721,195 +192,224 +36%
FAIM
34
Financial Advocates Investment Management
Washington
$31.2M 709,121 +20,480 +3%
MIAN
35
Mariner Independent Advisor Network
Kansas
$30.6M 696,938 +267,756 +62%
SW
36
SteelPeak Wealth
California
$27.8M 632,929 +632,929 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$27M 614,458 +166,896 +37%
State Street
38
State Street
Massachusetts
$27M 613,364 +15,909 +3%
LWA
39
Lenox Wealth Advisors
New York
$26.2M 596,996 +43,059 +8%
MAS
40
Managed Account Services
Florida
$26.1M 577,904 -4,623 -0.8%
ACG
41
Allen Capital Group
Nebraska
$25M 568,804 -18,204 -3%
SB
42
Strategic Blueprint
Georgia
$24.8M 564,169 +81,662 +17%
IWP
43
IAG Wealth Partners
Wisconsin
$24.5M 556,755 +45,162 +9%
BFA
44
Brown Financial Advisory
Alabama
$22.9M 520,033 +520,033 New
BC
45
Brio Consultants
California
$22.7M 515,531 +113,835 +28%
SS
46
Simplicity Solutions
Minnesota
$22.4M 509,945 +7,693 +2%
DA
47
Detalus Advisors
Missouri
$21.9M 498,688 +4,934 +1%
GVAG
48
Great Valley Advisor Group
Delaware
$21.8M 495,492 +12,008 +2%
SFP
49
Strategic Financial Partners
Oregon
$21.5M 489,820 +246,065 +101%
ACA
50
Aptus Capital Advisors
Alabama
$21.4M 486,798 +125,032 +35%
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