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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

593 hedge funds and large institutions have $9.6B invested in SPDR Portfolio S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 239 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+102
Holders Change %
+20.77%
% of All Funds
9.16%
Holding in Top 10
119
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.96%
% of All Funds
1.84%
New
144
Increased
239
Reduced
155
Closed
29
Calls
$8.39M
Puts
$2.41M
Net Calls
+$5.98M
Net Calls Change
+$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
$489M
2
Osaic Holdings
Osaic Holdings
Arizona
$211M
3
AWM
AE Wealth Management
Kansas
$277M
4
ARC
Advisor Resource Council
Texas
$60.6M
5
Creative Planning
Creative Planning
Kansas
$906M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$301M
2
AssetMark Inc
AssetMark Inc
California
$259M
3
WANY
Wealthspire Advisors (New York)
New York
$0
4
CFG
Cooper Financial Group
California
$1.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
326
Smith, Moore & Co
Missouri
$1.16M +$4.19K +75 +0.4%
ASN
327
Advisory Services Network
Georgia
$1.15M +$76K +1,361 +7%
WWM
328
Windsor Wealth Management
Indiana
$1.15M -$10.4K -186 -0.9%
PFA
329
Professional Financial Advisors
Nebraska
$1.12M -$19.8K -354 -2%
AIP
330
Almanack Investment Partners
Pennsylvania
$1.1M +$1.1M +19,738 New
IWA
331
Intercontinental Wealth Advisors
Texas
$1.09M +$38K +681 +4%
SWMG
332
Sanchez Wealth Management Group
Florida
$1.08M -$583K -10,439 -35%
TF
333
TLWM Financial
Texas
$1.06M +$49.9K +894 +5%
NS
334
Newman & Schimel
Illinois
$1.06M +$786K +14,077 +283%
CA
335
Corrado Advisors
New Jersey
$1.06M -$19.5K -349 -2%
WF
336
Wayfinding Financial
Washington
$1.04M +$1.04M +20,563 New
OGF
337
Orin Green Financial
California
$1.04M -$105K -1,981 -9%
WP
338
WealthSource Partners
California
$1.03M -$87.7K -1,571 -8%
DADC
339
D.A. Davidson & Co
Montana
$1.02M +$235K +4,210 +30%
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
$1.02M +$31K +555 +3%
FWM
341
Fingerlakes Wealth Management
New York
$1.01M +$1.01M +18,101 New
KM
342
Kalos Management
Georgia
$1.01M +$47.8K +870 +5%
CIAS
343
Capital Investment Advisory Services
North Carolina
$988K +$178K +3,186 +22%
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$984K +$984K +17,630 New
SFM
345
Signet Financial Management
New Jersey
$977K -$237K -4,239 -20%
CWM
346
Collaborative Wealth Management
Florida
$976K +$976K +17,479 New
NFG
347
Next Financial Group
Texas
$974K +$462K +8,280 +90%
IA
348
Insight Advisors
Pennsylvania
$973K +$4.24K +76 +0.4%
BCI
349
Brinker Capital Investments
Pennsylvania
$960K -$471K -8,432 -33%
RSWM
350
Robertson Stephens Wealth Management
California
$953K – – –
12 13
14
15 16