SPLG icon

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 %
SPC
326
Sigma Planning Corp
Michigan
$422K +$79.9K +1,716 +23%
Millennium Management
327
Millennium Management
New York
$406K +$406K +8,714 New
MFG
328
Magnus Financial Group
New York
$401K +$43.3K +929 +12%
DADC
329
D.A. Davidson & Co
Montana
$400K +$400K +8,581 New
NAS
330
Nicolet Advisory Services
Wisconsin
$398K +$3.82K +82 +1%
FFG
331
Frisch Financial Group
New York
$395K -$3.17K -68 -0.8%
APA
332
American Portfolios Advisors
New York
$382K +$91.5K +1,964 +32%
CM
333
Churchill Management
California
$377K +$136K +2,919 +56%
NA
334
NewEdge Advisors
Louisiana
$373K -$41.5K -890 -10%
GSIS
335
Global Strategic Investment Solutions
Arizona
$373K – – –
GI
336
Gradient Investments
Minnesota
$359K +$127K +2,723 +55%
HIP
337
HUB Investment Partners
Texas
$346K +$67.6K +1,450 +24%
CBFP
338
Cedar Brook Financial Partners
Ohio
$341K +$32.7K +702 +11%
IAN
339
Integrated Advisors Network
Texas
$332K +$91.5K +1,960 +38%
PWM
340
Perigon Wealth Management
California
$324K -$17K -364 -5%
AIM
341
Arcadia Investment Management
Michigan
$321K – – –
TI
342
Trexquant Investment
Connecticut
$319K +$319K +6,844 New
SWM
343
Spire Wealth Management
Virginia
$319K +$319K +7,311 New
TCMP
344
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K +$10.8K +232 +4%
CIA
345
Capital Investment Advisors
Georgia
$308K +$932 +20 +0.3%
TA
346
TFG Advisers
Michigan
$305K +$15.7K +337 +5%
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$302K -$258K -5,536 -46%
CWM
348
Campbell Wealth Management
Virginia
$298K – – –
IFWM
349
Institute for Wealth Management
Colorado
$297K -$1.68K -36 -0.6%
VR
350
Viridian RIA
Washington
$291K -$214K -4,870 Closed
12 13
14
15 16