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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

593 hedge funds and large institutions have $9.6B invested in SPDR Portfolio S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+102
Holders Change %
+20.77%
% of All Funds
9.16%
Holding in Top 10
119
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.96%
% of All Funds
1.84%
New
144
Increased
239
Reduced
155
Closed
29
Calls
$8.39M
Puts
$2.41M
Net Calls
+$5.98M
Net Calls Change
+$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
$489M
2
Osaic Holdings
Osaic Holdings
Arizona
$211M
3
AWM
AE Wealth Management
Kansas
$277M
4
ARC
Advisor Resource Council
Texas
$60.6M
5
Creative Planning
Creative Planning
Kansas
$906M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$301M
2
AssetMark Inc
AssetMark Inc
California
$259M
3
WANY
Wealthspire Advisors (New York)
New York
$0
4
CFG
Cooper Financial Group
California
$1.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Strategic Wealth Partners
Ohio
$3.53M +$787K +14,088 +29%
CPW
227
Catalyst Private Wealth
California
$3.5M -$44.6K -799 -1%
AF
228
Aldebaran Financial
$3.5M +$2.78M +49,750 +386%
SCM
229
Southport Capital Management
Tennessee
$3.44M -$356K -6,369 -9%
PFA
230
Pinnacle Family Advisors
Missouri
$3.41M +$905K +16,213 +36%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$3.29M +$208K +3,720 +7%
MCC
232
Money Concepts Capital
Florida
$3.28M +$3.28M +58,731 New
VIA
233
Vickerman Investment Advisors
Washington
$3.21M -$1.27M -22,837 -28%
RFG
234
Range Financial Group
Oregon
$3.19M +$17K +305 +0.5%
FWM
235
Frontier Wealth Management
Missouri
$3.18M -$360K -6,450 -10%
EFL
236
ERn Financial LLC
Wisconsin
$3.15M -$32.4K -581 -1%
FWI
237
Facet Wealth Inc
Maryland
$3.15M +$111K +1,995 +4%
NA
238
NewEdge Advisors
Louisiana
$3.14M +$1.5M +26,926 +92%
JFA
239
JNBA Financial Advisors
Minnesota
$3.12M -$177K -3,162 -5%
BPA
240
Beacon Pointe Advisors
California
$3.06M +$75.9K +1,360 +3%
CPO
241
Cerity Partners OCIO
New York
$3.01M -$70K -1,253 -2%
GWM
242
Geneos Wealth Management
Colorado
$3.01M +$632K +11,313 +27%
DWM
243
Dakota Wealth Management
Florida
$2.99M +$906K +16,227 +44%
AO
244
Advisor OS
Illinois
$2.97M +$2.97M +53,224 New
CFD
245
Creative Financial Designs
Indiana
$2.96M +$912K +16,345 +45%
CFGF
246
Compass Financial Group (Florida)
Florida
$2.91M -$34.9K -626 -1%
FEG
247
Financial Enhancement Group
Indiana
$2.86M -$166K -2,964 -5%
IA
248
IFG Advisory
Georgia
$2.78M +$90.8K +1,626 +3%
TDWM
249
Topel & Distasi Wealth Management
California
$2.67M +$2.67M +47,894 New
FC
250
Financial Consulate
Maryland
$2.62M +$269K +4,818 +11%
8 9
10
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