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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

360 hedge funds and large institutions have $4.44B invested in SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.28%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.38%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$155M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Wells Fargo
3
Wells Fargo
California
$83.2M
4
AIM
4
Astor Investment Management
Illinois
$42.9M
5
G
5
GenTrust
Florida
$42.5M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$9.84M
2
CI
2
CX Institutional
Indiana
$8.5M
3
DLIC
3
Daido Life Insurance Company
Japan
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
SMM
5
Stadion Money Management
Georgia
$556M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
51
Vivaldi Capital Management
Illinois
$15.3M 362,609 -1,573 -0.4%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$15M 380,346 +18,718 +5%
RA
53
RFG Advisory
Alabama
$14.5M 367,518 +4,349 +1%
VFA
54
Voya Financial Advisors
Connecticut
$14.4M 369,205 +280,249 +315%
UBS Group
55
UBS Group
Switzerland
$14.4M 365,283 -1,646 -0.4%
ACA
56
Aptus Capital Advisors
Alabama
$14.2M 361,766 -19,095 -5%
RIG
57
Roosevelt Investment Group
New York
$13.9M 354,445 -12,368 -3%
WCM
58
Windsor Capital Management
Arizona
$13.9M 353,460 +1,185 +0.3%
GP
59
Girard Partners
Pennsylvania
$13.9M 352,493 +28,368 +9%
AAS
60
Annex Advisory Services
Wisconsin
$13.5M 343,300 -6,451 -2%
CCM
61
Condor Capital Management
New Jersey
$13.2M 335,155 -54,274 -14%
FHC
62
First Heartland Consultants
Missouri
$13.1M 332,029 -63,733 -16%
C1AG
63
Client 1st Advisory Group
Florida
$13M 309,198 +25,886 +9%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$12.5M 318,337 -7,919 -2%
SRSA
65
S.R. Schill & Associates
Washington
$12.2M 308,924 +15 +0%
VFM
66
Vivid Financial Management
California
$11.8M 300,890 -50,875 -14%
MUAMU
67
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$11.8M 300,000 +300,000 New
JWM
68
Jackson Wealth Management
Florida
$11.8M 298,830 -20,647 -6%
Mariner
69
Mariner
Kansas
$11.6M 294,474 -5,801 -2%
SWP
70
Stratos Wealth Partners
Ohio
$11.5M 291,561 +27,380 +10%
Ameriprise
71
Ameriprise
Minnesota
$11.4M 290,581 -81,557 -22%
FEG
72
Financial Enhancement Group
Indiana
$11.2M 284,579 +32,447 +13%
SFG
73
StrategIQ Financial Group
Indiana
$10.2M 258,307 -10,931 -4%
CWM
74
CCG Wealth Management
California
$10.1M 257,806 -31,831 -11%
CWM
75
Cahaba Wealth Management
Georgia
$10M 255,376 +6,964 +3%
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3
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