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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 %
GLA
51
Good Life Advisors
Pennsylvania
$21.2M 481,522 +7,971 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$21.1M 479,697 +354,005 +282%
FHC
53
First Heartland Consultants
Missouri
$21M 477,517 +145,488 +44%
MGIA
54
Moneta Group Investment Advisors
Missouri
$20.5M 466,993 -1,012 -0.2%
VFM
55
Vivid Financial Management
California
$19.8M 449,407 +148,517 +49%
AC
56
Alexandria Capital
Virginia
$18.2M 413,108 +6,544 +2%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$18M 409,140 -93,383 -19%
CCFM
58
Clear Creek Financial Management
Washington
$17.1M 388,104 +388,104 New
UBS Group
59
UBS Group
Switzerland
$17M 386,509 +21,226 +6%
VCM
60
Vivaldi Capital Management
Illinois
$16.8M 381,315 +18,706 +5%
GP
61
Girard Partners
Pennsylvania
$16.5M 376,211 +23,718 +7%
EWM
62
Executive Wealth Management
Michigan
$16.4M 372,824 -50,080 -12%
RA
63
RFG Advisory
Alabama
$16.4M 364,812 -2,706 -0.7%
APC
64
Aspire Private Capital
North Carolina
$15.7M 358,094 -61,674 -15%
WCM
65
Windsor Capital Management
Arizona
$15.7M 356,529 +3,069 +0.9%
RIG
66
Roosevelt Investment Group
New York
$15.6M 355,983 +1,538 +0.4%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$15.6M 355,097 -25,249 -7%
GRP
68
Global Retirement Partners
California
$15.5M 352,784 +349,824 +11,818%
C1AG
69
Client 1st Advisory Group
Florida
$15M 339,999 +30,801 +10%
AAS
70
Annex Advisory Services
Wisconsin
$14.5M 329,921 -13,379 -4%
CWM
71
Cornerstone Wealth Management
Missouri
$14.4M 328,158 +183,301 +127%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$14.2M 323,138 +4,801 +2%
SRSA
73
S.R. Schill & Associates
Washington
$13.7M 310,820 +1,896 +0.6%
APW
74
Austin Private Wealth
Texas
$13.2M 300,153 +143,148 +91%
MUAMU
75
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$13.2M 300,000 – –
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3
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