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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

491 hedge funds and large institutions have $8.34B invested in SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.62%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
GI
2
Gradient Investments
Minnesota
$151M
3
LPL Financial
3
LPL Financial
California
$385M
4
BCM
4
Brookstone Capital Management
Illinois
$160M
5
Creative Planning
5
Creative Planning
Kansas
$773M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$535M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$38.4M
3
ARC
3
Advisor Resource Council
Texas
$3.17M
4
FAIM
4
Financial Advocates Investment Management
Washington
$10M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
301
Intercontinental Wealth Advisors
Texas
$949K -$10.8K -214 -1%
TF
302
TLWM Financial
Texas
$919K +$14.8K +293 +2%
JG
303
Jefferies Group
New York
$899K -$340K -6,729 -27%
Koshinski Asset Management
304
Koshinski Asset Management
Illinois
$890K +$244K +4,827 +38%
ACS
305
Archford Capital Strategies
Illinois
$890K -$19.3K -383 -2%
MA
306
MONECO Advisors
Connecticut
$880K +$880K +17,434 New
RSWM
307
Robertson Stephens Wealth Management
California
$861K – – –
BFA
308
Bluestem Financial Advisors
Illinois
$841K +$1.36K +27 +0.2%
DRS
309
Deane Retirement Strategies
Louisiana
$835K -$141K -2,799 -14%
BWM
310
Baystate Wealth Management
Massachusetts
$783K +$581K +11,509 +287%
FC
311
Fulcrum Capital
Washington
$772K +$772K +15,291 New
FMC
312
Financial Management Concepts
Florida
$765K +$28.7K +569 +4%
CIAS
313
Capital Investment Advisory Services
North Carolina
$732K -$10.2K -202 -1%
Fidelity Investments
314
Fidelity Investments
Massachusetts
$721K +$40.4K +802 +6%
OIM
315
Opus Investment Management
Massachusetts
$709K – – –
DADC
316
D.A. Davidson & Co
Montana
$709K +$153K +3,030 +27%
AAS
317
Avantax Advisory Services
Texas
$688K +$254K +5,046 +59%
TSS
318
Two Sigma Securities
New York
$683K +$162K +3,222 +31%
WFC
319
Western Financial Corp
California
$682K +$76.2K +1,509 +13%
NRI
320
NFP Retirement Inc
California
$673K -$2.33M -46,239 -78%
TCM
321
Traynor Capital Management
Pennsylvania
$673K +$50 +1 +0%
ADL
322
Asset Dedication LLC
California
$654K +$505 +10 +0.1%
AF
323
Aldebaran Financial
$650K +$35.1K +695 +6%
CCP
324
Cardan Capital Partners
Colorado
$649K – – –
NGA
325
Naples Global Advisors
Florida
$647K +$50.4K +1,000 +8%
11 12
13
14 15