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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 %
IAN
126
Integrated Advisors Network
Texas
$2.88M 79,403 +79,403 New
IAA
127
Independent Advisor Alliance
North Carolina
$2.88M 74,126 +50,384 +212%
EFL
128
ERn Financial LLC
Wisconsin
$2.87M 79,063 -17,632 -18%
SWP
129
Strategic Wealth Partners
Ohio
$2.8M 77,247 -141,852 -65%
JFA
130
JNBA Financial Advisors
Minnesota
$2.72M 74,976 -137,390 -65%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M 73,425 +11,149 +18%
PWMG
132
Prestige Wealth Management Group
New Jersey
$2.66M 73,330 +5,494 +8%
WAS
133
Wealth Advisory Solutions
Indiana
$2.62M 72,353 +2,298 +3%
RFN
134
RDA Financial Network
Iowa
$2.62M 72,130 -5,444 -7%
American Century Companies
135
American Century Companies
Missouri
$2.6M 71,800 +71,800 New
SS
136
Simplicity Solutions
Minnesota
$2.56M 70,483 +5,059 +8%
EH
137
Equitable Holdings
New York
$2.47M 68,193 +45 +0.1%
IWA
138
Inspirion Wealth Advisors
Illinois
$2.47M 68,010 -4,790 -7%
BAM
139
Belpointe Asset Management
Nevada
$2.44M 67,198 +9,499 +16%
GF
140
Goodman Financial
Texas
$2.38M 65,689 +3,359 +5%
AFAS
141
Acorn Financial Advisory Services
Virginia
$2.32M 63,939 +4,601 +8%
FWM
142
Frontier Wealth Management
Missouri
$2.28M 62,988 -13,019 -17%
CPO
143
Cerity Partners OCIO
New York
$2.23M 61,622 +49,675 +416%
BPA
144
Beacon Pointe Advisors
California
$2.17M 60,038 +12,572 +26%
CWA
145
Clarus Wealth Advisors
Arizona
$2.14M 58,173 -6,091 -9%
NRI
146
NFP Retirement Inc
California
$2.12M 58,421 +32,226 +123%
NA
147
NewEdge Advisors
Louisiana
$2.08M 57,244 -680 -1%
CFGF
148
Compass Financial Group (Florida)
Florida
$2.07M 57,175 -31 -0.1%
SFS
149
Sowell Financial Services
Arkansas
$2.06M 56,901 +9,641 +20%
WP
150
WealthPLAN Partners
Nebraska
$2.05M 51,746 -195 -0.4%
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