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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

455 hedge funds and large institutions have $6.32B invested in SPDR Portfolio S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
8.01%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.37%
New
57
Increased
187
Reduced
160
Closed
22
Calls
$2.49M
Puts
$783K
Net Calls
+$1.71M
Net Calls Change
+$55.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$430M
2
AWM
AE Wealth Management
Kansas
+$67.3M
3
G
GenTrust
Florida
+$59.2M
4
Ameriprise
Ameriprise
Minnesota
+$51.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$50.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$69.5M
2
SMM
Stadion Money Management
Georgia
-$28.9M
3
SW
SteelPeak Wealth
California
-$27.8M
4
SS
Simplicity Solutions
Minnesota
-$22.4M
5
FHC
First Heartland Consultants
Missouri
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRS
251
Deane Retirement Strategies
Louisiana
$1.16M -$104K -2,213 -8%
KCPG
252
Kavar Capital Partners Group
Kansas
$1.15M -$121K -2,600 -10%
HSA
253
HBK Sorce Advisory
Pennsylvania
$1.13M +$456K +9,776 +68%
GB
254
Gunma Bank
Japan
$1.12M +$1.12M +24,000 New
IF
255
Intrua Financial
Texas
$1.11M +$1.11M +22,540 New
VIP
256
Vantage Investment Partners
Missouri
$1.09M – – –
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$71.4K -1,531 -6%
CFA
258
Cahill Financial Advisors
Minnesota
$1.07M +$1.07M +23,021 New
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$1.06M -$1.1M -23,624 -51%
BFA
260
Beacon Financial Advisory
Ohio
$1.04M +$10.5K +225 +1%
NFP
261
Narus Financial Partners
Utah
$1.01M +$1.01M +21,619 New
TFA
262
Teamwork Financial Advisors
Texas
$999K -$18K -387 -2%
WWM
263
Windsor Wealth Management
Indiana
$997K -$50.5K -1,084 -5%
LFAS
264
Level Four Advisory Services
Texas
$989K +$254K +5,437 +34%
SFM
265
Signet Financial Management
New Jersey
$981K +$15K +322 +2%
SMC
266
Smith, Moore & Co
Missouri
$969K – – –
TCA
267
Transcend Capital Advisors
New Jersey
$966K +$96.9K +2,077 +11%
CCM
268
Crew Capital Management
Ohio
$965K +$965K +20,697 New
ACS
269
Archford Capital Strategies
Illinois
$960K -$514K -10,502 -35%
CA
270
Cetera Advisors
Colorado
$934K +$8.44K +181 +0.9%
DI
271
DFPG Investments
Utah
$921K -$35.3K -739 -4%
FMN
272
Financial Management Network
California
$884K +$94.4K +1,922 +12%
CWM
273
Collaborative Wealth Management
Florida
$876K +$876K +16,497 New
OIA
274
OneDigital Investment Advisors
Kansas
$869K -$66.6K -1,428 -7%
OPS
275
Orion Portfolio Solutions
Nebraska
$836K +$548K +11,770 +191%
9 10
11
12 13