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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 %
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M +$2.6M +46,534 New
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$2.53M -$424K -7,565 -14%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$2.52M +$1.72M +30,752 +215%
ULWM
254
Upper Left Wealth Management
Florida
$2.49M +$2.49M +44,464 New
AWE
255
Avidian Wealth Enterprises
Texas
$2.34M +$2.34M +41,947 New
NFG
256
Nations Financial Group
Iowa
$2.34M -$21K -377 -0.9%
AIS
257
American Investment Services
Massachusetts
$2.34M -$106K -1,895 -4%
JPMPWA
258
J.P. Morgan Private Wealth Advisors
California
$2.31M +$2.31M +41,283 New
GT
259
Greenleaf Trust
Michigan
$2.29M – – –
SWM
260
SFG Wealth Management
Maryland
$2.29M +$2.29M +40,953 New
SCP
261
Syntal Capital Partners
Texas
$2.27M -$50.4K -903 -2%
TFA
262
Teamwork Financial Advisors
Texas
$2.23M +$622K +11,145 +39%
CCM
263
Ciovacco Capital Management
Georgia
$2.22M -$16K -286 -0.7%
AWM
264
Aspire Wealth Management
Massachusetts
$2.21M +$2.21M +39,606 New
KWM
265
Kingsview Wealth Management
Oregon
$2.21M +$123K +2,212 +6%
BWM
266
Baystate Wealth Management
Massachusetts
$2.21M +$1.34M +24,010 +155%
PA
267
PFG Advisors
Arizona
$2.2M +$445K +7,973 +25%
CA
268
CGN Advisors
Kansas
$2.12M +$58K +1,039 +3%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$298K +5,339 +16%
FCM
270
Fourpath Capital Management
Oklahoma
$2.11M +$2.11M +37,852 New
SPA
271
Sentinel Pension Advisors
Massachusetts
$2.11M +$232K +4,162 +12%
APSP
272
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.07M +$545K +9,769 +36%
AA
273
Alesco Advisors
New York
$2.06M -$1.68K -30 -0.1%
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$2.05M -$2.96K -53 -0.1%
SFS
275
Sowell Financial Services
Arkansas
$2.04M +$219K +3,918 +12%
9 10
11
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