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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 %
EWM
126
Executive Wealth Management
Michigan
$2.27M -$53.8M -1,777,813 -96%
IWA
127
Inspirion Wealth Advisors
Illinois
$2.2M -$1.34M -44,421 -38%
APW
128
Austin Private Wealth
Texas
$2.2M +$724K +23,924 +49%
WAS
129
Wealth Advisory Solutions
Indiana
$2.12M +$732K +24,207 +53%
EH
130
Equitable Holdings
New York
$2.06M -$84.2K -2,785 -4%
PWMG
131
Prestige Wealth Management Group
New Jersey
$2.05M -$5.72K -189 -0.3%
SS
132
Simplicity Solutions
Minnesota
$1.98M -$9.43M -311,611 -83%
DWM
133
Darwin Wealth Management
Florida
$1.92M +$345K +11,415 +22%
MIM
134
Macroview Investment Management
Maryland
$1.92M +$797K +26,338 +71%
GF
135
Goodman Financial
Texas
$1.89M +$78.4K +2,594 +4%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$1.1M +36,474 +141%
CWA
137
Clarus Wealth Advisors
Arizona
$1.87M +$486K +16,666 +35%
AWM
138
Affinity Wealth Management
Delaware
$1.87M -$9.56M -33,805 -84%
CCM
139
Condor Capital Management
New Jersey
$1.82M -$59.4K -1,964 -3%
AFAS
140
Acorn Financial Advisory Services
Virginia
$1.8M +$403K +13,335 +29%
FC
141
Financial Consulate
Maryland
$1.75M -$1.34M -44,138 -43%
NA
142
NewEdge Advisors
Louisiana
$1.75M -$13K -430 -0.7%
BAM
143
Belpointe Asset Management
Nevada
$1.75M +$448K +14,813 +35%
WP
144
WealthPLAN Partners
Nebraska
$1.74M +$173K +5,178 +11%
CFGF
145
Compass Financial Group (Florida)
Florida
$1.73M +$7.74K +256 +0.4%
CPA
146
Capital Planning Advisors
California
$1.62M -$41.7K -1,378 -3%
VIM
147
Vista Investment Management
Pennsylvania
$1.57M -$70.4K -2,327 -4%
PFA
148
Professional Financial Advisors
Nebraska
$1.56M +$740K +21,690 +90%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$1.53M +$180K +5,935 +13%
CCM
150
Coldstream Capital Management
Washington
$1.52M -$2.02M -66,773 -57%
4 5
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