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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 %
SMM
1
Stadion Money Management
Georgia
$598M 13,596,575 -522,003 -4%
Creative Planning
2
Creative Planning
Kansas
$531M 12,088,453 +745,809 +7%
AssetMark Inc
3
AssetMark Inc
California
$272M 6,195,365 -627,607 -9%
LPL Financial
4
LPL Financial
California
$232M 5,285,033 +1,878,912 +55%
Financial Engines Advisors
5
Financial Engines Advisors
California
$175M 3,974,298 +375,504 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$149M 3,387,058 +1,726,060 +104%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$142M 3,224,579 +20,741 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$99.4M 2,260,743 +306,494 +16%
Wells Fargo
9
Wells Fargo
California
$90M 2,047,056 -68,548 -3%
FI
10
FormulaFolio Investments
Michigan
$77.7M 1,766,930 -2,166,168 -55%
TC
11
Trilogy Capital
California
$74.1M 1,684,599 +141,813 +9%
PWA
12
Peterson Wealth Advisors
Utah
$73.9M 1,680,878 +90,616 +6%
CAL
13
Capital Analysts LLC
Pennsylvania
$72.2M 1,642,922 +26,840 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$70.4M 1,601,193 +467,203 +41%
Ameriprise
15
Ameriprise
Minnesota
$69.2M 1,574,790 +1,284,209 +442%
ACM
16
AlphaStar Capital Management
North Carolina
$67.1M 1,519,798 +1,274,918 +521%
Morgan Stanley
17
Morgan Stanley
New York
$62M 1,410,016 -199,315 -12%
5L
18
55I LLC
Massachusetts
$61.5M 1,399,639 +1,145,592 +451%
KW
19
KWB Wealth
California
$59.8M 1,359,899 +1,359,899 New
Bank of America
20
Bank of America
North Carolina
$53.6M 1,219,316 -7,618,168 -86%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$49.8M 988,772 – –
CIAS
22
CFS Investment Advisory Services
New Jersey
$48.6M 1,105,176 +1,105,176 New
CCMG
23
Clark Capital Management Group
Pennsylvania
$47M 1,069,709 +626,471 +141%
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$46.1M 1,049,047 +31,080 +3%
AIM
25
Astor Investment Management
Illinois
$42M 955,376 -135,867 -12%
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