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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 %
AI
151
Atria Investments
North Carolina
$3.84M 87,245 -281 -0.3%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$3.79M 86,185 +12,379 +17%
WWM
153
Western Wealth Management
Colorado
$3.76M 85,424 +10,388 +14%
TA
154
Tectonic Advisors
Texas
$3.68M 83,679 +83,679 New
FWP
155
Firethorn Wealth Partners
Georgia
$3.6M 81,771 +81,771 New
FCI
156
Financial Counselors Inc
Kansas
$3.57M 81,264 +81,264 New
FEG
157
Financial Enhancement Group
Indiana
$3.56M 80,922 -203,657 -72%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$3.54M 80,606 -9,973 -11%
OWA
159
Outlook Wealth Advisors
Texas
$3.51M 79,730 -2,423 -3%
PAS
160
Park Avenue Securities
New York
$3.39M 76,998 +44,913 +140%
VRM
161
Vectors Research Management
New York
$3.37M 76,628 +48,753 +175%
WAS
162
Wealth Advisory Solutions
Indiana
$3.23M 73,372 -1,893 -3%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$3.09M 69,456 +35,558 +105%
EH
164
Equitable Holdings
New York
$3.06M 69,484 +1,346 +2%
HC
165
HNP Capital
New York
$3M 68,311 +28,545 +72%
CPW
166
Catalyst Private Wealth
California
$2.98M 67,745 – –
JFA
167
JNBA Financial Advisors
Minnesota
$2.96M 67,407 -3,745 -5%
CWA
168
Clarus Wealth Advisors
Arizona
$2.91M 65,302 -2,688 -4%
GF
169
Goodman Financial
Texas
$2.9M 65,995 +594 +0.9%
SFS
170
Sowell Financial Services
Arkansas
$2.85M 64,714 -11,802 -15%
BSG
171
Black Swift Group
Colorado
$2.8M 63,770 +29,870 +88%
FCA
172
FLC Capital Advisors
California
$2.77M 62,983 +15,280 +32%
EFL
173
ERn Financial LLC
Wisconsin
$2.71M 61,614 -17,403 -22%
NRI
174
NFP Retirement Inc
California
$2.7M 61,473 +11,484 +23%
FWM
175
Frontier Wealth Management
Missouri
$2.7M 61,318 -1,389 -2%
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