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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 %
TCM
76
Towercrest Capital Management
Pennsylvania
$9.28M 256,026 +23,842 +10%
FEG
77
Financial Enhancement Group
Indiana
$9.14M 252,132 -479,819 -66%
PAG
78
Pinnacle Advisory Group
Maryland
$8.62M 237,652 -4,672 -2%
AWA
79
ARQ Wealth Advisors
Arizona
$8.35M 230,207 +2,603 +1%
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$8.03M 221,479 +7,752 +4%
AWMG
81
Alliance Wealth Management Group
New Jersey
$7.75M 213,812 +21,971 +11%
ODCM
82
Old Dominion Capital Management
Virginia
$7.73M 213,196 -10,764 -5%
SMG
83
Smart Money Group
Texas
$7.67M 211,626 +44,059 +26%
AFP
84
Ausdal Financial Partners
Iowa
$7.26M 200,301 +9,110 +5%
WA
85
WBH Advisory
Maryland
$7.01M 193,361 +21,894 +13%
WEPOG
86
Wealth Enhancement & Preservation of GA
Georgia
$6.96M 191,871 -72,488 -27%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$6.37M 175,783 +5,946 +4%
GG
88
GenWealth Group
New Jersey
$6.34M 173,823 -165 -0.1%
PFM
89
Parsec Financial Management
North Carolina
$6.23M 171,971 +1,253 +0.7%
NEIRG
90
New England Investment & Retirement Group
Massachusetts
$6.09M 168,124 +19,739 +13%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$6.06M 172,749 +22,545 +15%
SW
92
SkyOak Wealth
Michigan
$6M 165,437 +6,326 +4%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$5.66M 156,081 +49,623 +47%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$5.5M 151,675 -30,019 -17%
UAS
95
United Asset Strategies
New York
$5.3M 146,187 -4,308 -3%
MCWS
96
McKinley Carter Wealth Services
West Virginia
$5.29M 145,979 -1,456 -1%
HGWM
97
Horst & Graben Wealth Management
Oregon
$5.07M 139,730 +22,252 +19%
FFN
98
Focus Financial Network
Minnesota
$4.95M 136,442 +136,442 New
MA
99
Mutual Advisors
Nebraska
$4.82M 132,874 -5,151 -4%
MFS
100
McNamara Financial Services
Massachusetts
$4.74M 130,794 +1,702 +1%
2 3
4
5 6