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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 %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$9.41M 214,130 +92,178 +76%
AF
102
Advisornet Financial
Minnesota
$8.95M 203,537 +9,584 +5%
CWA
103
Clearview Wealth Advisors
Oregon
$8.86M 201,485 +201,485 New
ODCM
104
Old Dominion Capital Management
Virginia
$8.74M 198,903 -4,402 -2%
AWA
105
Arete Wealth Advisors
Illinois
$8.1M 185,517 +41,098 +28%
AWMG
106
Alliance Wealth Management Group
New Jersey
$8.09M 184,073 -6,610 -3%
NEIRG
107
New England Investment & Retirement Group
Massachusetts
$7.87M 178,942 +2,210 +1%
T
108
TRUADVICE
Florida
$7.71M 175,024 +25,269 +17%
IA
109
IFP Advisors
Florida
$7.56M 171,826 -11,922 -6%
BWG
110
Beta Wealth Group
California
$7.51M 170,846 +170,846 New
KBFS
111
Kohmann Bosshard Financial Services
Ohio
$7.4M 168,281 -4,400 -3%
PFM
112
Parsec Financial Management
North Carolina
$7.35M 167,195 -718 -0.4%
SW
113
SkyOak Wealth
Michigan
$7.23M 164,390 -711 -0.4%
IWM
114
IHT Wealth Management
Illinois
$7.09M 161,191 +1,878 +1%
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$7.04M 160,051 -10,438 -6%
GG
116
GenWealth Group
New Jersey
$6.79M 154,367 -7,638 -5%
GM
117
GeoWealth Management
Illinois
$6.75M 153,370 -25,919 -14%
American Century Companies
118
American Century Companies
Missouri
$6.73M 153,100 +15,900 +12%
V
119
Veritable
Delaware
$6.55M 149,068 -3,240 -2%
SSWM
120
Sheets Smith Wealth Management
North Carolina
$6.46M 146,891 +1,503 +1%
SWA
121
Stratos Wealth Advisors
Ohio
$6.1M 138,804 +36,385 +36%
CWA
122
Centennial Wealth Advisory
Michigan
$6.05M 137,554 +137,554 New
MA
123
Mutual Advisors
Nebraska
$6.03M 137,082 -954 -0.7%
HighTower Advisors
124
HighTower Advisors
Illinois
$6.02M 136,789 +8,932 +7%
CIA
125
Compass Ion Advisors
Pennsylvania
$5.82M 132,318 -373,836 -74%
3 4
5
6 7