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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 %
FMI
351
F/M Investments
District of Columbia
$291K -$75.7K -1,622 -21%
PPA
352
Parametric Portfolio Associates
Washington
$289K +$14.2K +304 +5%
TFA
353
TPG Financial Advisors
Oregon
$282K +$282K +6,055 New
SPIA
354
Steward Partners Investment Advisory
New York
$278K +$42.8K +918 +18%
RIM
355
Rockbridge Investment Management
New York
$274K -$66K -1,415 -19%
PPWM
356
PFG Private Wealth Management
Florida
$274K +$274K +5,868 New
CCG
357
Capital CS Group
California
$271K +$271K +5,823 New
DWM
358
Darwin Wealth Management
Florida
$266K -$127K -2,731 -32%
LCM
359
LVM Capital Management
Michigan
$263K -$93.1K -2,000 -26%
MIM
360
Macroview Investment Management
Maryland
$256K – – –
JWA
361
JFS Wealth Advisors
Pennsylvania
$255K +$326 +7 +0.1%
LNC
362
Lincoln National Corp
Pennsylvania
$255K +$255K +5,480 New
AAS
363
Avantax Advisory Services
Texas
$253K +$253K +5,435 New
TCWM
364
Total Clarity Wealth Management
Illinois
$252K -$37.4K -800 -13%
DAS
365
Dynamic Advisor Solutions
Arizona
$238K +$238K +5,114 New
I2I
366
Insight 2811 Inc
Illinois
$237K -$30.7K -660 -11%
LW
367
Linscomb Wealth
Texas
$236K +$47 +1 +0%
TAM
368
Tucker Asset Management
Colorado
$234K -$80.4K -1,726 -26%
CWS
369
Cypress Wealth Services
California
$232K +$232K +4,978 New
Citadel Advisors
370
Citadel Advisors
Florida
$232K +$232K +4,984 New
RCA
371
Ranch Capital Advisors
Florida
$230K +$8.22K +177 +4%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$230K +$280 +6 +0.1%
RWA
373
Redhawk Wealth Advisors
Minnesota
$226K -$1.87K -40 -0.8%
NAM
374
NorthCoast Asset Management
Connecticut
$225K +$1.73K +37 +0.8%
SGK
375
Steigerwald Gordon & Koch
Virginia
$224K – – –
13 14
15
16 17