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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 %
BC
51
Brio Consultants
California
$13.4M 369,722 -4,356 -1%
UBS Group
52
UBS Group
Switzerland
$13.3M 366,929 +26,904 +8%
RIG
53
Roosevelt Investment Group
New York
$13.3M 366,813 +90,972 +33%
AC
54
Alexandria Capital
Virginia
$13.3M 366,431 +177,852 +94%
RA
55
RFG Advisory
Alabama
$13.2M 363,169 +37,063 +11%
EWM
56
Executive Wealth Management
Michigan
$13.1M 362,273 +287,390 +384%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$13.1M 361,628 -12,565 -3%
WCM
58
Windsor Capital Management
Arizona
$12.8M 352,275 +54,463 +18%
VFM
59
Vivid Financial Management
California
$12.8M 351,765 +199,397 +131%
AAS
60
Annex Advisory Services
Wisconsin
$12.7M 349,751 -10,146 -3%
SFP
61
Strategic Financial Partners
Oregon
$12.5M 344,818 -4,304 -1%
AF
62
Advisornet Financial
Minnesota
$12.2M 336,727 +10,514 +3%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$11.8M 326,256 +7,185 +2%
GP
64
Girard Partners
Pennsylvania
$11.7M 324,125 -4,050 -1%
JWM
65
Jackson Wealth Management
Florida
$11.6M 319,477 +18,198 +6%
K
66
Kemper
Illinois
$11.3M 311,817 – –
SRSA
67
S.R. Schill & Associates
Washington
$11.2M 308,909 -46,614 -13%
Mariner
68
Mariner
Kansas
$10.9M 300,275 +26,269 +10%
C1AG
69
Client 1st Advisory Group
Florida
$10.8M 283,312 -5,029 -2%
CWM
70
CCG Wealth Management
California
$10.5M 289,637 +117,044 +68%
V
71
Veritable
Delaware
$9.92M 273,518 +59,608 +28%
SFG
72
StrategIQ Financial Group
Indiana
$9.76M 269,238 -12,599 -4%
APC
73
Aspire Private Capital
North Carolina
$9.72M 268,015 +268,015 New
SWP
74
Stratos Wealth Partners
Ohio
$9.58M 264,181 +34,638 +15%
CWM
75
Cahaba Wealth Management
Georgia
$9.48M 248,412 +45,312 +22%
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