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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 %
GP
51
Girard Partners
Pennsylvania
$9.93M 328,175 +38,811 +13%
AF
52
Advisornet Financial
Minnesota
$9.87M 326,213 +116,988 +56%
RA
53
RFG Advisory
Alabama
$9.87M 326,106 -142,145 -30%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$9.65M 319,071 +31,305 +11%
VCM
55
Vivaldi Capital Management
Illinois
$9.38M 309,987 -35,779 -10%
WCM
56
Windsor Capital Management
Arizona
$9.01M 297,812 +14,457 +5%
C1AG
57
Client 1st Advisory Group
Florida
$8.72M 288,341 +23,004 +9%
SFG
58
StrategIQ Financial Group
Indiana
$8.53M 281,837 -8,073 -3%
RIG
59
Roosevelt Investment Group
New York
$8.34M 275,841 +275,841 New
Mariner
60
Mariner
Kansas
$8.29M 274,006 +24,792 +10%
SWP
61
Strategic Wealth Partners
Ohio
$8.29M 219,099 – –
LFPWM
62
Leicht Financial Planning & Wealth Management
New Jersey
$8.22M 272,080 +258,488 +1,902%
WEPOG
63
Wealth Enhancement & Preservation of GA
Georgia
$8M 264,359 -921,466 -78%
CCMG
64
Clark Capital Management Group
Pennsylvania
$7.92M 261,903 -1,466 -0.6%
GVAG
65
Great Valley Advisor Group
Delaware
$7.43M 245,737 +245,737 New
PAG
66
Pinnacle Advisory Group
Maryland
$7.33M 242,324 -7,048 -3%
SB
67
Strategic Blueprint
Georgia
$7.13M 235,625 +235,625 New
TCM
68
Towercrest Capital Management
Pennsylvania
$7.02M 232,184 +26,875 +13%
SWP
69
Stratos Wealth Partners
Ohio
$6.94M 229,543 +200,851 +700%
AWA
70
ARQ Wealth Advisors
Arizona
$6.89M 227,604 +227,604 New
ODCM
71
Old Dominion Capital Management
Virginia
$6.78M 223,960 -32,949 -13%
V
72
Veritable
Delaware
$6.47M 213,910 +213,910 New
BWFA
73
Baltimore-Washington Financial Advisors
Maryland
$6.47M 213,727 +21,536 +11%
JFA
74
JNBA Financial Advisors
Minnesota
$6.42M 212,366 -47,990 -18%
AFP
75
Ausdal Financial Partners
Iowa
$6.33M 191,191 +42,178 +28%
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