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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 %
EWM
301
Echo Wealth Management
Minnesota
$657K -$26.2K -518 -4%
ADL
302
Asset Dedication LLC
California
$652K -$13.6K -271 -2%
CCP
303
Cardan Capital Partners
Colorado
$648K +$648K +12,868 New
Koshinski Asset Management
304
Koshinski Asset Management
Illinois
$645K -$224K -4,443 -26%
MP
305
McDonald Partners
Ohio
$621K +$3.02K +60 +0.5%
DI
306
Diligent Investors
California
$620K – – –
AF
307
Aldebaran Financial
$615K +$1.16K +23 +0.2%
WFC
308
Western Financial Corp
California
$604K +$41.6K +826 +7%
NGA
309
Naples Global Advisors
Florida
$595K +$10.1K +200 +2%
DAM
310
Derbend Asset Management
Georgia
$591K +$591K +11,745 New
AMM
311
American Money Management
California
$584K +$89.6K +1,780 +18%
DC
312
Davenport & Co
Virginia
$581K +$581K +11,535 New
JSA
313
Jacobson & Schmitt Advisors
Wisconsin
$577K -$65.8K -1,307 -10%
RPCA
314
Running Point Capital Advisors
California
$565K – – –
JWCA
315
J.W. Cole Advisors
Florida
$562K +$20.9K +415 +4%
QC
316
QCM Cayman
Texas
$557K -$116K -2,295 -17%
DADC
317
D.A. Davidson & Co
Montana
$555K +$123K +2,445 +28%
RFN
318
RDA Financial Network
Iowa
$549K -$1.23M -24,356 -69%
W
319
Wealthquest
Ohio
$531K -$168K -3,333 -24%
APA
320
American Portfolios Advisors
New York
$529K +$116K +2,307 +28%
TSS
321
Two Sigma Securities
New York
$520K -$13.3K -265 -3%
RWM
322
Ritholtz Wealth Management
New York
$517K -$46.9K -932 -8%
MFG
323
Magnus Financial Group
New York
$506K +$72.6K +1,441 +17%
SPC
324
Sigma Planning Corp
Michigan
$502K +$46.4K +922 +10%
WSTAM
325
Wilbanks Smith & Thomas Asset Management
Virginia
$487K – – –
11 12
13
14 15