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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 %
KAM
201
Knightsbridge Asset Management
California
$1.87M 42,557 +6,070 +17%
RMAM
202
Raab & Moskowitz Asset Management
New Jersey
$1.85M 42,121 -988 -2%
OWA
203
One Wealth Advisors
California
$1.84M 41,774 +41,774 New
CA
204
CGN Advisors
Kansas
$1.82M 41,488 +41,488 New
FHB
205
First Hawaiian Bank
Hawaii
$1.74M 39,530 -5,000 -11%
PFA
206
Pinnacle Family Advisors
Missouri
$1.71M 38,980 +38,980 New
FC
207
Forte Capital
New York
$1.7M 38,555 +3,287 +9%
QC
208
QCM Cayman
Texas
$1.68M 38,096 +38,096 New
AWM
209
Avior Wealth Management
Nebraska
$1.67M 37,904 -1,920 -5%
BFS
210
Bickling Financial Services
Massachusetts
$1.67M 37,883 +37,883 New
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$1.66M 37,781 -878 -2%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$1.65M 37,447 -1,733 -4%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.63M 37,099 -65,015 -64%
NF
214
Nikulski Financial
Iowa
$1.63M 36,979 -586 -2%
CW
215
CreativeOne Wealth
Kansas
$1.6M 36,480 -16,397 -31%
GWM
216
Geneos Wealth Management
Colorado
$1.58M 1,110,737 +1,078,624 +3,359%
CFAM
217
Center For Asset Management
Florida
$1.56M 35,570 +35,570 New
WCA
218
Westover Capital Advisors
Delaware
$1.54M 34,977 -726 -2%
Geode Capital Management
219
Geode Capital Management
Massachusetts
– – – –
CCM
220
Coldstream Capital Management
Washington
$1.52M 34,543 -7,110 -17%
LA
221
LexAurum Advisors
Kansas
$1.5M 34,034 +15,764 +86%
PIA
222
Pinion Investment Advisors
Kansas
$1.45M 32,880 -417 -1%
SFG
223
SageGuard Financial Group
Tennessee
$1.44M 32,655 +32,655 New
PFA
224
Professional Financial Advisors
Nebraska
$1.41M 32,065 +4,281 +15%
KWM
225
Kingsview Wealth Management
Oregon
$1.4M 31,863 +3,605 +13%
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