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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
Stadion Money Management
Georgia
$365M
2
Creative Planning
Creative Planning
Kansas
$267M
3
Bank of America
Bank of America
North Carolina
$170M
4
LPL Financial
LPL Financial
California
$88.8M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$81.3M

Top Sellers

1
AI
Atria Investments
North Carolina
$421K
2
EWM
Executive Wealth Management
Michigan
$2.27M
3
FI
FormulaFolio Investments
Michigan
$47.6M
4
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$8M
5
VCM
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
176
Nicolet Advisory Services
Wisconsin
$936K -$950K -31,419 -50%
LFAS
177
Level Four Advisory Services
Texas
$931K +$931K +30,824 New
FC
178
Forte Capital
New York
$929K -$21.4K -707 -2%
5L
179
55I LLC
Massachusetts
$904K +$904K +27,674 New
PIA
180
Pinion Investment Advisors
Kansas
$885K +$20.5K +676 +2%
Northern Trust
181
Northern Trust
Illinois
$828K – – –
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$820K +$106K +3,503 +15%
AA
183
Alesco Advisors
New York
$819K -$110K -3,639 -12%
BSW
184
Buckingham Strategic Wealth
Missouri
$805K +$805K +26,627 New
AIS
185
American Investment Services
Massachusetts
$798K +$215K +7,124 +37%
NRI
186
NFP Retirement Inc
California
$792K -$7.2K -238 -0.9%
ACS
187
Archford Capital Strategies
Illinois
$788K +$373K +12,353 +90%
MML Investors Services
188
MML Investors Services
Massachusetts
$750K -$309K -10,212 -29%
T
189
TrueFG
Texas
$750K +$162K +5,346 +27%
CAM
190
Concorde Asset Management
Michigan
$739K +$111K +3,614 +18%
TFA
191
Teamwork Financial Advisors
Texas
$726K +$286K +9,461 +65%
CIAS
192
Capital Investment Advisory Services
North Carolina
$722K -$2.34M -77,455 -76%
IFWM
193
Institute for Wealth Management
Colorado
$719K +$34.1K +1,126 +5%
IAA
194
Independent Advisor Alliance
North Carolina
$718K -$8.44M -279,197 -92%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$675K -$1.03M -33,967 -60%
KCPG
196
Kavar Capital Partners Group
Kansas
$674K +$57.1K +1,890 +9%
SMC
197
Smith, Moore & Co
Missouri
$658K -$11.4K -378 -2%
DI
198
DFPG Investments
Utah
$649K -$49K -1,504 -7%
IWM
199
IHT Wealth Management
Illinois
$601K +$434K +14,352 +261%
CWM
200
Cornerstone Wealth Management
Missouri
$599K +$599K +19,815 New
6 7
8
9 10