SPLG icon

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 %
NC
126
NovaPoint Capital
Georgia
$5.78M 131,373 +11,482 +10%
RCA
127
Rowland Carmichael Advisors
Arizona
$5.53M 125,815 +30,891 +33%
CC
128
Copperleaf Capital
North Carolina
$5.52M 125,627 +82,403 +191%
UAS
129
United Asset Strategies
New York
$5.39M 122,595 -25,418 -17%
MFS
130
McNamara Financial Services
Massachusetts
$5.25M 133,531 – –
CI
131
CX Institutional
Indiana
$5.16M 117,472 -98,483 -46%
SA
132
Stewardship Advisors
Pennsylvania
$5.05M 114,913 -395,611 -77%
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$5.05M 113,308 +7,875 +7%
UWM
134
USAdvisors Wealth Management
Minnesota
$5.01M 113,988 +113,988 New
MA
135
MJP Associates
Connecticut
$4.81M 109,410 +109,410 New
DWM
136
Doyle Wealth Management
Florida
$4.79M 108,876 +2,618 +2%
CF
137
Centaurus Financial
California
$4.68M 106,550 +42,785 +67%
SPAS
138
Spectrum Planning & Advisory Services
California
$4.67M 106,181 +106,181 New
EGA
139
E&G Advisors
Texas
$4.65M 105,691 -1,409 -1%
CAG
140
Csenge Advisory Group
Florida
$4.43M 100,803 -11,053 -10%
Goldman Sachs
141
Goldman Sachs
New York
$4.41M 100,328 – –
SCM
142
Southport Capital Management
Tennessee
$4.27M 97,077 -17,177 -15%
SFI
143
SPC Financial Inc
Maryland
$4.22M 96,062 +9,705 +11%
AAM
144
Ameraudi Asset Management
New York
$4.2M 95,500 +6,800 +8%
CPA
145
Capital Planning Advisors
California
$4.18M 94,992 +7,318 +8%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$4.16M 101,645 -5,402 -5%
AFAS
147
Acorn Financial Advisory Services
Virginia
$4.04M 92,014 +18,819 +26%
BAM
148
Belpointe Asset Management
Nevada
$3.97M 90,350 +23,866 +36%
CA
149
Continuum Advisory
Idaho
$3.92M 89,244 -6,688 -7%
TCWA
150
Ten Capital Wealth Advisors
Washington
$3.85M 87,664 -1,321 -1%
4 5
6
7 8