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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$84.6M
2
AWM
AE Wealth Management
Kansas
$172M
3
PAG
Private Advisor Group
New Jersey
$149M
4
Ameriprise
Ameriprise
Minnesota
$174M
5
Creative Planning
Creative Planning
Kansas
$697M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$582M
2
GWM
Geneos Wealth Management
Colorado
$1.99M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45.4M
4
APC
Aspire Private Capital
North Carolina
$831K
5
Wells Fargo
Wells Fargo
California
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
276
Professional Financial Advisors
Nebraska
$1.02M +$175K +3,488 +21%
OGF
277
Orin Green Financial
California
$991K +$106K +2,112 +12%
DRS
278
Deane Retirement Strategies
Louisiana
$973K -$269K -5,344 -22%
IWA
279
Intercontinental Wealth Advisors
Texas
$957K +$112K +2,234 +13%
KM
280
Kalos Management
Georgia
$930K +$223K +4,292 +32%
ACS
281
Archford Capital Strategies
Illinois
$907K -$81.4K -1,617 -8%
WP
282
WealthSource Partners
California
$899K +$280K +5,574 +45%
TF
283
TLWM Financial
Texas
$896K +$33K +657 +4%
RSWM
284
Robertson Stephens Wealth Management
California
$859K – – –
NA
285
NewEdge Advisors
Louisiana
$839K +$436K +8,664 +108%
BFA
286
Bluestem Financial Advisors
Illinois
$838K +$1.56K +31 +0.2%
APC
287
Aspire Private Capital
North Carolina
$831K -$15.8M -313,217 -95%
CF
288
Copperwynd Financial
Arizona
$813K +$813K +16,161 New
UWM
289
USAdvisors Wealth Management
Minnesota
$795K -$9.79M -194,656 -92%
PA
290
PFG Advisors
Arizona
$781K +$781K +15,513 New
FMC
291
Financial Management Concepts
Florida
$755K +$60.5K +1,169 +9%
CIAS
292
Capital Investment Advisory Services
North Carolina
$741K -$15.9K -316 -2%
IA
293
Insight Advisors
Pennsylvania
$738K +$173K +3,364 +31%
BHWM
294
Bay Harbor Wealth Management
Maryland
$707K -$609K -12,099 -46%
OIM
295
Opus Investment Management
Massachusetts
$707K – – –
ASN
296
Advisory Services Network
Georgia
$704K -$25.3K -502 -3%
TCM
297
Traynor Capital Management
Pennsylvania
$680K +$104K +2,043 +18%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$679K +$66K +1,312 +11%
Citigroup
299
Citigroup
New York
$664K -$38.2K -759 -5%
BSG
300
Black Swift Group
Colorado
$659K +$651K +12,949 +8,575%
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