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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 %
SMM
1
Stadion Money Management
Georgia
$527M 14,531,579 +2,460,794 +20%
Creative Planning
2
Creative Planning
Kansas
$395M 10,899,357 +2,083,392 +24%
Bank of America
3
Bank of America
North Carolina
$259M 7,131,669 +1,521,340 +27%
AssetMark Inc
4
AssetMark Inc
California
$229M 6,304,363 +6,304,363 New
Financial Engines Advisors
5
Financial Engines Advisors
California
$124M 3,408,768 +1,309,711 +62%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$117M 3,225,381 +537,359 +20%
LPL Financial
7
LPL Financial
California
$108M 2,967,642 +32,383 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$68.5M 1,890,643 +1,489,993 +372%
Morgan Stanley
9
Morgan Stanley
New York
$62.7M 1,729,683 +352,888 +26%
PWA
10
Peterson Wealth Advisors
Utah
$58M 1,601,302 +89,805 +6%
FI
11
FormulaFolio Investments
Michigan
$56.3M 1,552,634 -19,983 -1%
ACM
12
AlphaStar Capital Management
North Carolina
$55.8M 1,475,031 +724,525 +97%
TC
13
Trilogy Capital
California
$55.4M 1,453,895 +53,302 +4%
CAL
14
Capital Analysts LLC
Pennsylvania
$55M 1,518,493 +375,188 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$51.8M 1,429,625 -69,684 -5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$40.8M 1,126,475 +667,770 +146%
NEWAS
18
N.E.W. Advisory Services
Wisconsin
$37.4M 1,031,042 +1,031,042 New
AA
19
Advisory Alpha
Michigan
$32.5M 820,842 +201,851 +33%
CI
20
CX Institutional
Indiana
$32.5M 895,320 -413,131 -32%
State Street
21
State Street
Massachusetts
$30.3M 836,038 -190,020 -19%
PWG
22
Private Wealth Group
Florida
$30M 827,111 +409,424 +98%
ODG
23
O'Dell Group
Ohio
$29.9M 825,895 -7,161 -0.9%
AFG
24
Affinia Financial Group
Massachusetts
$28M 773,091 +20,695 +3%
CPA
25
Clear Perspective Advisors
Illinois
$26.7M 737,372 +97,176 +15%
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