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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 %
RMAM
151
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$205K -6,786 -12%
AWA
152
Arete Wealth Advisors
Illinois
$1.45M -$1.29M -42,654 -47%
BPA
153
Beacon Pointe Advisors
California
$1.44M +$1.44M +47,466 New
SFS
154
Sowell Financial Services
Arkansas
$1.43M -$28.1K -928 -2%
DWM
155
Dakota Wealth Management
Florida
$1.41M +$203K +6,696 +17%
Jane Street
156
Jane Street
New York
$1.4M -$3.01M -99,496 -68%
WWM
157
Windsor Wealth Management
Indiana
$1.39M +$43.4K +1,435 +3%
AWM
158
Avior Wealth Management
Nebraska
$1.38M -$53.3K -1,764 -4%
TRCT
159
Tower Research Capital (TRC)
New York
$1.36M +$1.36M +45,020 New
RJA
160
Raymond James & Associates
Florida
$1.36M -$9.38M -310,285 -87%
FHB
161
First Hawaiian Bank
Hawaii
$1.35M – – –
VIP
162
Vantage Investment Partners
Missouri
$1.33M -$42.5K -1,405 -3%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$1.32M -$1.54M – –
NF
164
Nikulski Financial
Iowa
$1.29M +$23.7K +784 +2%
GLA
165
Good Life Advisors
Pennsylvania
$1.24M +$1.24M +40,944 New
WCA
166
Westover Capital Advisors
Delaware
$1.23M +$60.3K +1,993 +5%
TC
167
TownSquare Capital
Utah
$1.15M -$1.33M -40,177 -54%
GM
168
GeoWealth Management
Illinois
$1.13M +$122K +4,030 +12%
CRCM
169
Corbett Road Capital Management
Virginia
$1.05M +$1.05M +34,773 New
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$1.05M +34,647 New
ADL
171
Asset Dedication LLC
California
$1.03M +$823K +27,226 +407%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$1.02M +$70.3K +2,324 +7%
WCM
173
Wealthcare Capital Management
Virginia
$999K -$351K -11,611 -26%
DRS
174
Deane Retirement Strategies
Louisiana
$991K -$185K -6,101 -16%
CA
175
Corrado Advisors
New Jersey
$953K -$3.11M -102,761 -77%
5 6
7
8 9