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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 %
WP
176
WealthPLAN Partners
Nebraska
$2.58M 56,854 +1,793 +3%
CPO
177
Cerity Partners OCIO
New York
$2.53M 57,445 -2,492 -4%
CCM
178
Ciovacco Capital Management
Georgia
$2.52M 57,299 +57,299 New
TWM
179
Trinity Wealth Management
Pennsylvania
$2.46M 55,985 +55,985 New
Jane Street
180
Jane Street
New York
$2.46M 55,835 -3,291 -6%
FHA
181
Flagship Harbor Advisors
Massachusetts
$2.44M 55,423 +40,743 +278%
SWP
182
Strategic Wealth Partners
Ohio
$2.4M 54,537 +1,885 +4%
FWI
183
Facet Wealth Inc
Maryland
$2.38M 54,148 +54,148 New
BPA
184
Beacon Pointe Advisors
California
$2.38M 54,095 +110 +0.2%
TC
185
TownSquare Capital
Utah
$2.37M 53,997 +15,769 +41%
RFN
186
RDA Financial Network
Iowa
$2.36M 53,682 -18,534 -26%
CFGF
187
Compass Financial Group (Florida)
Florida
$2.36M 53,620 -236 -0.4%
NFG
188
Nations Financial Group
Iowa
$2.27M 51,580 -25,981 -33%
BTWM
189
Baker Tilly Wealth Management
Wisconsin
$2.23M 50,758 +50,758 New
FFC
190
Fure Financial Corporation
Minnesota
$2.22M 50,569 +1,967 +4%
SIA
191
Strategic Investment Advisors
Michigan
$2.05M 46,512 -122,042 -72%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$2.04M 46,444 +32,096 +224%
ECA
193
Elevated Capital Advisors
Utah
$2.03M 46,073 -3,349 -7%
CMBA
194
C.M. Bidwell & Associates
Hawaii
$2.01M 45,640 -4,825 -10%
KAS
195
Kestra Advisory Services
Texas
$1.98M 45,166 +1,853 +4%
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.98M 44,918 +37,156 +479%
FC
197
Financial Consulate
Maryland
$1.95M 44,369 +1,632 +4%
Truist Financial
198
Truist Financial
North Carolina
$1.94M 44,182 +5,984 +16%
AIS
199
American Investment Services
Massachusetts
$1.93M 43,948 -949 -2%
BHWM
200
Bay Harbor Wealth Management
Maryland
$1.89M 43,010 -30,065 -41%
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