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

Top Sellers

1
SMM
Stadion Money Management
Georgia
$535M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.4M
3
ARC
Advisor Resource Council
Texas
$3.17M
4
FAIM
Financial Advocates Investment Management
Washington
$10M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
326
Echo Wealth Management
Minnesota
$641K -$26.6K -517 -4%
HFS
327
Horizon Financial Services
North Carolina
$639K +$196K +3,876 +44%
UCFA
328
United Capital Financial Advisors
Texas
$629K +$146K +2,896 +30%
RFN
329
RDA Financial Network
Iowa
$628K +$77.2K +1,529 +14%
DI
330
Diligent Investors
California
$620K – – –
CA
331
Clearstead Advisors
Ohio
$620K +$620K +12,285 New
DC
332
Davenport & Co
Virginia
$606K +$23.5K +465 +4%
AMM
333
American Money Management
California
$581K -$4.64K -92 -0.8%
DAM
334
Derbend Asset Management
Georgia
$574K -$18.3K -362 -3%
Citigroup
335
Citigroup
New York
$571K -$94.2K -1,868 -14%
APC
336
Aspire Private Capital
North Carolina
$567K -$266K -5,276 -32%
JSA
337
Jacobson & Schmitt Advisors
Wisconsin
$566K -$13K -257 -2%
RPCA
338
Running Point Capital Advisors
California
$556K -$10.4K -207 -2%
GCP
339
GSA Capital Partners
United Kingdom
$546K +$67.3K +1,333 +14%
BCP
340
Berkeley Capital Partners
Georgia
$542K +$233K +4,609 +75%
BHWM
341
Bay Harbor Wealth Management
Maryland
$534K -$175K -3,472 -25%
BF
342
BOK Financial
Oklahoma
$521K +$521K +10,320 New
RWM
343
Ritholtz Wealth Management
New York
$498K -$20.6K -409 -4%
QA
344
Quantitative Advantage
Minnesota
$496K +$496K +9,829 New
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$488K – – –
CMBA
346
C.M. Bidwell & Associates
Hawaii
$487K +$9.34K +185 +2%
CPIG
347
Chicago Partners Investment Group
Illinois
$484K – – –
CM
348
Churchill Management
California
$483K +$136K +2,691 +39%
SFG
349
Sovereign Financial Group
Connecticut
$479K -$5.76K -114 -1%
AUB
350
Atlantic Union Bankshares
Virginia
$470K – – –
12 13
14
15 16