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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.

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.03%
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 Market Value Shares Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$365M 12,070,785 +12,070,785 New
Creative Planning
2
Creative Planning
Kansas
$267M 8,815,965 +6,892,366 +358%
Bank of America
3
Bank of America
North Carolina
$170M 5,610,329 +4,552,412 +430%
LPL Financial
4
LPL Financial
California
$88.8M 2,935,259 +2,401,010 +449%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$81.3M 2,688,022 +2,229,636 +486%
Financial Engines Advisors
6
Financial Engines Advisors
California
$63.5M 2,099,057 +1,865,151 +797%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
FI
8
FormulaFolio Investments
Michigan
$47.6M 1,572,617 -1,737,162 -52%
TC
9
Trilogy Capital
California
$47.2M 1,400,593 -44,786 -3%
PWA
10
Peterson Wealth Advisors
Utah
$45.7M 1,511,497 +1,624 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$45.4M 1,499,309 +1,499,309 New
Morgan Stanley
12
Morgan Stanley
New York
$41.6M 1,376,795 +1,029,442 +296%
CI
13
CX Institutional
Indiana
$39.6M 1,308,451 +1,305,344 +42,013%
CAL
14
Capital Analysts LLC
Pennsylvania
$34.6M 1,143,305 +1,099,863 +2,532%
State Street
15
State Street
Massachusetts
$31M 1,026,058 +429,322 +72%
ODG
16
O'Dell Group
Ohio
$25.2M 833,056 +280,640 +51%
ACM
17
AlphaStar Capital Management
North Carolina
$24.1M 750,506 +319,352 +74%
AFG
18
Affinia Financial Group
Massachusetts
$22.8M 752,396 +752,396 New
ACG
19
Allen Capital Group
Nebraska
$22.3M 738,487 +203,846 +38%
FEG
20
Financial Enhancement Group
Indiana
$22.1M 731,951 -307,681 -30%
SFP
21
Shepherd Financial Partners
Massachusetts
$21.4M 706,575 -281,703 -29%
AA
22
Advisory Alpha
Michigan
$20.3M 618,991 +36,758 +6%
CCFM
23
Clear Creek Financial Management
Washington
$19.5M 589,295 -351,252 -37%
CPA
24
Clear Perspective Advisors
Illinois
$19.4M 640,196 +253,482 +66%
DLIC
25
Daido Life Insurance Company
Japan
$18.7M 618,711 +618,711 New
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