SPLG icon

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 %
DWM
151
Darwin Wealth Management
Florida
$2.04M 56,256 -7,178 -11%
BHWM
152
Bay Harbor Wealth Management
Maryland
$1.93M 53,311 +53,311 New
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
$1.92M 48,860 +34,219 +234%
TWM
154
Trinity Wealth Management
Pennsylvania
$1.91M 52,804 -36,766 -41%
CMBA
155
C.M. Bidwell & Associates
Hawaii
$1.83M 50,465 – –
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$1.75M 48,359 -1,639 -3%
FC
157
Financial Consulate
Maryland
$1.73M 47,596 -10,362 -18%
VIP
158
Vantage Investment Partners
Missouri
$1.68M 46,198 +2,359 +5%
DWM
159
Dakota Wealth Management
Florida
$1.66M 45,889 -608 -1%
WWM
160
Western Wealth Management
Colorado
$1.65M 45,418 +45,418 New
CCM
161
Coldstream Capital Management
Washington
$1.62M 44,551 -5,822 -12%
FHB
162
First Hawaiian Bank
Hawaii
$1.61M 44,530 – –
AWM
163
Avior Wealth Management
Nebraska
$1.54M 42,523 -3,248 -7%
FAIM
164
Financial Advocates Investment Management
Washington
$1.52M 41,933 +41,933 New
AIS
165
American Investment Services
Massachusetts
$1.46M 40,352 +13,969 +53%
SIA
166
Strategic Investment Advisors
Michigan
$1.43M 39,481 +39,481 New
VIM
167
Vista Investment Management
Pennsylvania
$1.42M 39,216 -12,799 -25%
TC
168
TownSquare Capital
Utah
$1.4M 37,920 +3,288 +9%
Truist Financial
169
Truist Financial
North Carolina
$1.37M 37,709 -43,734 -54%
NF
170
Nikulski Financial
Iowa
$1.36M 37,613 -4,944 -12%
WCM
171
Wealthcare Capital Management
Virginia
$1.34M 36,965 +3,955 +12%
IFWM
172
Institute for Wealth Management
Colorado
$1.34M 36,964 +13,196 +56%
WCA
173
Westover Capital Advisors
Delaware
$1.33M 36,604 -4,199 -10%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
– – – –
W
175
Wealthquest
Ohio
$1.32M 36,489 +36,489 New
5 6
7
8 9