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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 %
Mariner
76
Mariner
Kansas
$13.1M 297,929 +3,455 +1%
SWP
77
Stratos Wealth Partners
Ohio
$13M 295,744 +4,183 +1%
HGWM
78
Horst & Graben Wealth Management
Oregon
$13M 295,647 +114,550 +63%
JWM
79
Jackson Wealth Management
Florida
$12.9M 293,855 -4,975 -2%
SFP
80
Shepherd Financial Partners
Massachusetts
$12.8M 291,442 -361,999 -55%
MCC
81
Money Concepts Capital
Florida
$12.7M 289,247 +289,247 New
CWM
82
Cahaba Wealth Management
Georgia
$12.5M 277,620 +22,244 +9%
FFN
83
Focus Financial Network
Minnesota
$12.4M 281,752 +81,630 +41%
PWA
84
Physician Wealth Advisors
Utah
$12.3M 268,670 +268,670 New
AWA
85
ARQ Wealth Advisors
Arizona
$12.2M 277,205 +50,113 +22%
CWM
86
CCG Wealth Management
California
$12M 272,937 +15,131 +6%
VFA
87
Voya Financial Advisors
Connecticut
$12M 274,050 -95,155 -26%
RIS
88
Retirement Income Solutions
Michigan
$12M 272,389 +144,348 +113%
CCM
89
Condor Capital Management
New Jersey
$11M 250,272 -84,883 -25%
SFG
90
StrategIQ Financial Group
Indiana
$10.9M 247,678 -10,629 -4%
FPWM
91
FSB Premier Wealth Management
Iowa
$10.7M 243,141 +243,141 New
WEPOG
92
Wealth Enhancement & Preservation of GA
Georgia
$10.6M 240,649 +9,710 +4%
PAG
93
Pinnacle Advisory Group
Maryland
$10.3M 235,392 +2,970 +1%
K
94
Kemper
Illinois
$10.3M 233,817 – –
BlackRock
95
BlackRock
New York
$10.1M 230,171 +229,713 +50,156%
TCM
96
Towercrest Capital Management
Pennsylvania
$9.94M 226,063 -7,773 -3%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$9.83M 223,700 +2,413 +1%
AFP
98
Ausdal Financial Partners
Iowa
$9.59M 218,225 +8,082 +4%
RC
99
RBF Capital
California
$9.43M 214,574 +214,574 New
WA
100
WBH Advisory
Maryland
$9.43M 208,875 +9,631 +5%
2 3
4
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