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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.

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 %
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$4.03M – – –
MFS
102
McNamara Financial Services
Massachusetts
$3.91M +$258K +8,540 +7%
HR
103
Hayden Royal
North Carolina
$3.75M -$245K -8,089 -6%
RCA
104
Rowland Carmichael Advisors
Arizona
$3.65M +$815K +26,957 +29%
NC
105
NovaPoint Capital
Georgia
$3.62M +$2.24M +74,119 +163%
HGWM
106
Horst & Graben Wealth Management
Oregon
$3.55M +$3.55M +117,478 New
CW
107
CreativeOne Wealth
Kansas
$3.38M +$5.38K +178 +0.2%
EGA
108
E&G Advisors
Texas
$3.3M -$325K -10,736 -9%
IA
109
IFP Advisors
Florida
$3.15M -$1.48M -48,316 -32%
Goldman Sachs
110
Goldman Sachs
New York
$3.03M -$1.51M -49,800 -33%
AIS
111
Accurate Investment Solutions
Pennsylvania
$2.98M +$570K +18,845 +24%
EFL
112
ERn Financial LLC
Wisconsin
$2.93M +$500K +16,526 +21%
AWM
113
AE Wealth Management
Kansas
$2.92M -$9.33M -308,556 -76%
VDFA
114
Vickerman & Driscoll Financial Advisors
Washington
$2.86M +$19.4K +641 +0.7%
TWM
115
Trinity Wealth Management
Pennsylvania
$2.71M -$822K -27,195 -23%
RWM
116
Ritholtz Wealth Management
New York
$2.63M -$272K -8,998 -9%
DWM
117
Doyle Wealth Management
Florida
$2.59M +$534K +17,655 +26%
Truist Financial
118
Truist Financial
North Carolina
$2.46M -$826K -27,317 -25%
NFG
119
Nations Financial Group
Iowa
$2.46M +$88.2K +2,915 +4%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$2.39M +$995K +32,902 +71%
SCM
121
Southport Capital Management
Tennessee
$2.39M -$1.82M -60,011 -43%
VFA
122
Voya Financial Advisors
Connecticut
$2.38M +$1.3M +42,392 +121%
RFN
123
RDA Financial Network
Iowa
$2.35M -$1.34M -44,265 -36%
RIS
124
Retirement Income Solutions
Michigan
$2.32M +$1.17M +38,820 +103%
FWM
125
Frontier Wealth Management
Missouri
$2.3M +$2.01M +66,587 +707%
3 4
5
6 7