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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 %
WWM
176
Windsor Wealth Management
Indiana
$1.31M 36,262 -9,757 -21%
ADL
177
Asset Dedication LLC
California
$1.31M 36,171 +2,255 +7%
TPA
178
Trivium Point Advisory
Connecticut
$1.28M 34,298 +34,298 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$1.27M 34,923 +12,607 +56%
CAS
180
Cascadia Advisory Services
Oregon
$1.23M 33,892 +33,892 New
PIA
181
Pinion Investment Advisors
Kansas
$1.21M 33,297 +4,051 +14%
DRS
182
Deane Retirement Strategies
Louisiana
$1.18M 32,557 -207 -0.6%
ACS
183
Archford Capital Strategies
Illinois
$1.17M 32,373 +6,309 +24%
FC
184
Forte Capital
New York
$1.16M 31,849 +1,142 +4%
CC
185
Copperleaf Capital
North Carolina
$1.15M 31,728 +31,728 New
MIAN
186
Mariner Independent Advisor Network
Kansas
$1.09M 29,934 +16,878 +129%
CWM
187
Cornerstone Wealth Management
Missouri
$1.05M 29,059 +9,244 +47%
SDWMA
188
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M 28,944 -5,703 -16%
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$1.03M 28,503 +28,503 New
KCPG
190
Kavar Capital Partners Group
Kansas
$1.03M 28,290 +6,000 +27%
T
191
TrueFG
Texas
$1.02M 28,221 +3,414 +14%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$1.02M 28,143 +1,045 +4%
TFA
193
Teamwork Financial Advisors
Texas
$1.01M 27,979 +3,965 +17%
PFA
194
Professional Financial Advisors
Nebraska
$1.01M 27,790 -17,983 -39%
Northern Trust
195
Northern Trust
Illinois
$992K 27,360 – –
ECA
196
Elevated Capital Advisors
Utah
$990K 23,560 +23,560 New
AA
197
Alesco Advisors
New York
$986K 27,206 +116 +0.4%
PG
198
Prostatis Group
Maryland
$985K 27,167 +10,397 +62%
GWM
199
Geneos Wealth Management
Colorado
$981K 27,841 +14,367 +107%
CA
200
Corrado Advisors
New Jersey
$956K 26,393 -5,136 -16%
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