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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

360 hedge funds and large institutions have $4.44B invested in SPDR Portfolio S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 20 closing their positions.

Holders
360
Holders Change
+20
Holders Change %
+5.88%
% of All Funds
7.28%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.38%
New
45
Increased
148
Reduced
127
Closed
20
Calls
$807K
Puts
$442K
Net Calls
+$365K
Net Calls Change
+$107K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$155M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Wells Fargo
3
Wells Fargo
California
$83.2M
4
AIM
4
Astor Investment Management
Illinois
$42.9M
5
G
5
GenTrust
Florida
$42.5M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$9.84M
2
CI
2
CX Institutional
Indiana
$8.5M
3
DLIC
3
Daido Life Insurance Company
Japan
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
SMM
5
Stadion Money Management
Georgia
$556M
Name Market Value Shares Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$556M 14,118,578 -413,001 -3%
Creative Planning
2
Creative Planning
Kansas
$446M 11,342,644 +443,287 +4%
Bank of America
3
Bank of America
North Carolina
$348M 8,837,484 +1,705,815 +24%
AssetMark Inc
4
AssetMark Inc
California
$268M 6,822,972 +518,609 +8%
FI
5
FormulaFolio Investments
Michigan
$155M 3,933,098 +2,380,464 +153%
Financial Engines Advisors
6
Financial Engines Advisors
California
$142M 3,598,794 +190,026 +6%
LPL Financial
7
LPL Financial
California
$134M 3,406,121 +438,479 +15%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$126M 3,203,838 -21,543 -0.7%
Wells Fargo
9
Wells Fargo
California
$83.2M 2,115,604 +1,678,916 +384%
Osaic Holdings
10
Osaic Holdings
Arizona
$76.9M 1,954,249 +524,624 +37%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.4M 1,660,998 -229,645 -12%
CAL
12
Capital Analysts LLC
Pennsylvania
$63.6M 1,616,082 +97,589 +6%
Morgan Stanley
13
Morgan Stanley
New York
$63.3M 1,609,331 -120,352 -7%
PWA
14
Peterson Wealth Advisors
Utah
$62.6M 1,590,262 -11,040 -0.7%
TC
15
Trilogy Capital
California
$60.7M 1,542,786 +88,891 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$44.6M 1,133,990 +7,515 +0.7%
PWG
18
Private Wealth Group
Florida
$44.5M 1,131,716 +304,605 +37%
AIM
19
Astor Investment Management
Illinois
$42.9M 1,091,243 +1,091,243 New
G
20
GenTrust
Florida
$42.5M 1,079,100 +1,079,100 New
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$40.1M 1,017,967 -13,075 -1%
AA
22
Advisory Alpha
Michigan
$33.9M 847,418 +26,576 +3%
ODG
23
O'Dell Group
Ohio
$32M 812,547 -13,348 -2%
AFG
24
Affinia Financial Group
Massachusetts
$30.8M 782,439 +9,348 +1%
FAIM
25
Financial Advocates Investment Management
Washington
$27.1M 688,641 +646,708 +1,542%
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