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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 %
GSWM
301
Golden State Wealth Management
California
$575K +$12.5K +269 +2%
DI
302
Diligent Investors
California
$574K -$69.9K -1,500 -11%
WP
303
WealthSource Partners
California
$573K +$286K +6,140 +100%
MP
304
McDonald Partners
Ohio
$572K +$4.1K +88 +0.7%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$568K +$128K +2,735 +29%
AF
306
Aldebaran Financial
$567K -$12.8K -275 -2%
NGA
307
Naples Global Advisors
Florida
$542K – – –
IA
308
Insight Advisors
Pennsylvania
$539K +$2.99K +61 +0.6%
TCM
309
Traynor Capital Management
Pennsylvania
$526K +$526K +11,304 New
RPCA
310
Running Point Capital Advisors
California
$523K – – –
RWM
311
Ritholtz Wealth Management
New York
$522K -$71.5K -1,535 -12%
WFC
312
Western Financial Corp
California
$521K -$32K -686 -6%
JWCA
313
J.W. Cole Advisors
Florida
$501K +$192K +4,124 +62%
NA
314
Nottingham Advisors
New York
$498K +$79.3K +1,701 +19%
TSS
315
Two Sigma Securities
New York
$494K -$970K -20,783 -66%
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$474K -$1.26M -26,929 -73%
AUB
317
Atlantic Union Bankshares
Virginia
$468K -$96.9K -2,079 -17%
CPIG
318
Chicago Partners Investment Group
Illinois
$461K – – –
AMM
319
American Money Management
California
$458K -$45.6K -978 -9%
WSTAM
320
Wilbanks Smith & Thomas Asset Management
Virginia
$451K – – –
SFG
321
Sovereign Financial Group
Connecticut
$447K +$6.19K +133 +1%
NFG
322
Next Financial Group
Texas
$444K +$56.2K +1,204 +14%
IIC
323
Integrated Investment Consultants
Michigan
$429K +$429K +9,200 New
SWM
324
Sculati Wealth Management
Michigan
$425K -$82.2K -1,764 -16%
PG
325
Prostatis Group
Maryland
$423K -$224K -4,806 -35%
11 12
13
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