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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
$487M
2
AWM
AE Wealth Management
Kansas
$101M
3
G
GenTrust
Florida
$59.2M
4
Ameriprise
Ameriprise
Minnesota
$125M
5
CCMG
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$16.6M
2
SMM
Stadion Money Management
Georgia
$605M
3
SW
SteelPeak Wealth
California
$0
4
SS
Simplicity Solutions
Minnesota
$0
5
FHC
First Heartland Consultants
Missouri
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
OGF
276
Orin Green Financial
California
$819K +$116K +2,497 +17%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$804K -$10.9K -235 -1%
TF
278
TLWM Financial
Texas
$803K -$2.24K -48 -0.3%
RSWM
279
Robertson Stephens Wealth Management
California
$795K – – –
VC
280
Vicus Capital
Pennsylvania
$790K +$203K +4,349 +34%
PFA
281
Professional Financial Advisors
Nebraska
$782K -$713K -15,293 -48%
IWA
282
Intercontinental Wealth Advisors
Texas
$782K +$28.9K +620 +4%
BFA
283
Bluestem Financial Advisors
Illinois
$774K +$1.68K +36 +0.2%
CW
284
CreativeOne Wealth
Kansas
$732K -$967K -20,763 -57%
BCI
285
Brinker Capital Investments
Pennsylvania
$726K +$115K +2,464 +19%
HF
286
HRT Financial
New York
$711K -$71.5K -1,535 -9%
CIAS
287
Capital Investment Advisory Services
North Carolina
$701K – – –
ASN
288
Advisory Services Network
Georgia
$676K -$10.4K -222 -2%
KM
289
Kalos Management
Georgia
$663K -$358K -7,339 -35%
OIM
290
Opus Investment Management
Massachusetts
$655K +$655K +14,050 New
Citigroup
291
Citigroup
New York
$650K -$89.8K -1,927 -12%
W
292
Wealthquest
Ohio
$647K -$52.3K -1,124 -7%
TA
293
TrueWealth Advisors
Alabama
$642K +$642K +13,243 New
FMC
294
Financial Management Concepts
Florida
$630K +$21.4K +456 +4%
HAS
295
HBW Advisory Services
California
$630K +$174K +3,735 +38%
EWM
296
Echo Wealth Management
Minnesota
$629K -$298K -6,397 -32%
QC
297
QCM Cayman
Texas
$622K -$1.15M -24,743 -65%
DJSG
298
D.J. St. Germain
Massachusetts
$618K +$618K +13,255 New
ADL
299
Asset Dedication LLC
California
$616K -$3.08K -66 -0.5%
JSA
300
Jacobson & Schmitt Advisors
Wisconsin
$595K +$266K +5,701 +81%
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