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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 %
SSW
276
Stone Summit Wealth
Florida
$1.98M +$1.98M +35,403 New
PIA
277
Pinion Investment Advisors
Kansas
$1.96M -$21.6K -387 -1%
IMC Chicago
278
IMC Chicago
Illinois
$1.95M +$1.95M +34,989 New
FC
279
Forte Capital
New York
$1.93M -$174K -3,109 -8%
CFG
280
Cooper Financial Group
California
$1.92M -$40.4M -723,488 -95%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$1.92M -$2.6M -46,651 -58%
T
282
TRUADVICE
Florida
$1.92M +$490K +9,244 +34%
SDWMA
283
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M +$144K +2,588 +8%
CCG
284
Capital CS Group
California
$1.9M +$1.39M +24,847 +272%
WCA
285
Westover Capital Advisors
Delaware
$1.89M -$20.9K -375 -1%
SEA
286
Stegent Equity Advisors
Texas
$1.89M +$1.89M +33,835 New
T
287
TrueFG
Texas
$1.88M -$3.35K -60 -0.2%
WCM
288
Wealthcare Capital Management
Virginia
$1.88M -$3.29K -59 -0.2%
MSAM
289
Moloney Securities Asset Management
Missouri
$1.87M +$249K +4,464 +15%
Truist Financial
290
Truist Financial
North Carolina
$1.85M -$132K -2,367 -7%
CF
291
Convergence Financial
Missouri
$1.84M +$1.84M +32,870 New
VC
292
Vicus Capital
Pennsylvania
$1.81M +$410K +7,631 +29%
DC
293
Davenport & Co
Virginia
$1.78M +$1.11M +19,860 +166%
AWM
294
Avior Wealth Management
Nebraska
$1.73M -$145K -2,601 -8%
Northern Trust
295
Northern Trust
Illinois
$1.7M -$15.3K -275 -0.9%
FCC
296
Flower City Capital
New York
$1.69M +$1.69M +30,202 New
Geode Capital Management
297
Geode Capital Management
Massachusetts
$1.68M -$1.6M – –
MPCL
298
My Personal CFO LLC
Washington
$1.68M +$1.68M +30,000 New
HSA
299
HBK Sorce Advisory
Pennsylvania
$1.66M +$293K +5,240 +21%
APA
300
American Portfolios Advisors
New York
$1.61M +$265K +4,747 +20%
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