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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cahaba Wealth Management
Georgia
$6.14M +$6.14M +203,100 New
FHC
77
First Heartland Consultants
Missouri
$5.99M -$15.3M -504,570 -72%
LW
78
Linscomb Wealth
Texas
$5.89M -$28.5K -942 -0.5%
AWMG
79
Alliance Wealth Management Group
New Jersey
$5.8M -$78.9K -2,607 -1%
AC
80
Alexandria Capital
Virginia
$5.71M +$2.49M +82,429 +78%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$5.5M +$1.3M +43,070 +31%
CA
82
Continuum Advisory
Idaho
$5.3M +$128K +4,418 +2%
LFG
83
LifePlan Financial Group
Ohio
$5.29M -$54.4K -1,797 -1%
GG
84
GenWealth Group
New Jersey
$5.26M +$178K +5,888 +4%
CWM
85
CCG Wealth Management
California
$5.22M +$1.92M +63,319 +58%
PFM
86
Parsec Financial Management
North Carolina
$5.16M +$2.31M +76,516 +81%
SMG
87
Smart Money Group
Texas
$5.15M -$336K -10,956 -6%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$5.14M +$4.9M +162,133 +2,105%
VWA
89
Visionary Wealth Advisors
Illinois
$4.87M +$657K +21,715 +16%
SW
90
SkyOak Wealth
Michigan
$4.81M -$405K -13,401 -8%
PAG
91
Private Advisor Group
New Jersey
$4.65M +$3.54M +117,126 +321%
VFM
92
Vivid Financial Management
California
$4.61M -$379K -12,536 -8%
UAS
93
United Asset Strategies
New York
$4.55M -$27.4K -906 -0.6%
NEIRG
94
New England Investment & Retirement Group
Massachusetts
$4.49M +$1.63M +53,770 +57%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$4.46M -$1.07M -35,271 -19%
PWPS
96
Pinnacle Wealth Planning Services
Ohio
$4.4M +$736K +25,135 +20%
VRM
97
Vectors Research Management
New York
$4.36M +$1.95M +64,575 +81%
HighTower Advisors
98
HighTower Advisors
Illinois
$4.26M +$265K +8,764 +7%
PA
99
Paragon Advisors
Texas
$4.25M +$855K +28,263 +25%
MA
100
Mutual Advisors
Nebraska
$4.18M -$887K -29,340 -18%
2 3
4
5 6