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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
1
Stadion Money Management
Georgia
$365M
2
Creative Planning
2
Creative Planning
Kansas
$267M
3
Bank of America
3
Bank of America
North Carolina
$170M
4
LPL Financial
4
LPL Financial
California
$88.8M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$81.3M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$421K
2
EWM
2
Executive Wealth Management
Michigan
$2.27M
3
FI
3
FormulaFolio Investments
Michigan
$47.6M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$8M
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
201
Signet Financial Management
New Jersey
$582K +$11.9K +353 +2%
FAAS
202
First Allied Advisory Services
California
$559K +$50.9K +1,684 +10%
SPA
203
Sentinel Pension Advisors
Massachusetts
$558K +$52.1K +1,721 +10%
FIM
204
Frontier Investment Management
Texas
$551K -$3.96M -130,906 -88%
KM
205
Kalos Management
Georgia
$539K -$54K -1,574 -9%
CAG
206
Csenge Advisory Group
Florida
$522K -$3.78K -125 -0.7%
PFG
207
Pacific Financial Group
Washington
$520K +$72.2K +2,387 +16%
MCIA
208
Mountain Capital Investment Advisors
Colorado
$519K +$519K +15,874 New
PG
209
Prostatis Group
Maryland
$507K -$1.09M -36,038 -68%
AUB
210
Atlantic Union Bankshares
Virginia
$494K -$333 -11 -0.1%
VBFP
211
Valtinson Bruner Financial Planning
Minnesota
$488K -$8.7M -261,116 -95%
VCP
212
Verus Capital Partners
Arizona
$484K -$551K -18,232 -53%
WP
213
WealthShield Partners
North Carolina
$454K +$198K +6,544 +77%
PWM
214
Perigon Wealth Management
California
$452K -$22.6K -691 -5%
MWPCG
215
Measured Wealth Private Client Group
New Hampshire
$443K -$21.7K -718 -5%
Citigroup
216
Citigroup
New York
$436K -$66.8K -2,209 -13%
KWM
217
Kingsview Wealth Management
Oregon
$432K +$432K +14,286 New
AI
218
Atria Investments
North Carolina
$421K -$55.7M -1,842,454 -99%
FFC
219
Fure Financial Corporation
Minnesota
$421K -$5.55M -183,871 -93%
OIA
220
OneDigital Investment Advisors
Kansas
$420K -$5.92K -187 -1%
IWC
221
Integrated Wealth Concepts
Massachusetts
$411K -$2.12K -70 -0.5%
TF
222
TLWM Financial
Texas
$401K -$90.6K -2,982 -18%
GWM
223
Geneos Wealth Management
Colorado
$401K +$216K +7,241 +116%
RCA
224
Ranch Capital Advisors
Florida
$394K -$659K -21,825 -63%
GSWM
225
Golden State Wealth Management
California
$390K +$390K +12,893 New
7 8
9
10 11