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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 %
CCG
351
Capital CS Group
California
$467K +$163K +3,195 +54%
IIC
352
Integrated Investment Consultants
Michigan
$464K – – –
SIM
353
Stratos Investment Management
Ohio
$463K +$463K +9,183 New
NFG
354
Next Financial Group
Texas
$462K +$9.73K +193 +2%
W
355
Wealthquest
Ohio
$461K -$71K -1,409 -13%
HAS
356
HBW Advisory Services
California
$455K +$23.6K +468 +5%
IAN
357
Integrated Advisors Network
Texas
$452K +$63.9K +1,267 +16%
BFS
358
Bickling Financial Services
Massachusetts
$445K +$151 +3 +0%
CBFP
359
Cedar Brook Financial Partners
Ohio
$445K +$79K +1,564 +22%
SPC
360
Sigma Planning Corp
Michigan
$441K -$63.2K -1,252 -13%
NAS
361
Nicolet Advisory Services
Wisconsin
$440K -$656 -13 -0.1%
FFG
362
Frisch Financial Group
New York
$416K -$7.07K -140 -2%
GSIS
363
Global Strategic Investment Solutions
Arizona
$404K – – –
I2I
364
Insight 2811 Inc
Illinois
$394K -$25.9K -514 -6%
MFA
365
Mayflower Financial Advisors
Massachusetts
$383K +$383K +7,218 New
DI
366
DFPG Investments
Utah
$359K -$108K -2,079 -23%
BRWA
367
B. Riley Wealth Advisors
Florida
$356K +$356K +7,048 New
AIM
368
Arcadia Investment Management
Michigan
$348K – – –
PG
369
Prostatis Group
Maryland
$344K -$29.1K -577 -8%
TA
370
TFG Advisers
Michigan
$339K +$50 +1 +0%
BRWM
371
B. Riley Wealth Management
Tennessee
$334K -$17.1K -339 -5%
CIA
372
Capital Investment Advisors
Georgia
$332K – – –
AWM
373
Accurate Wealth Management
Florida
$328K -$11.6K -223 -3%
RCA
374
Ranch Capital Advisors
Florida
$327K +$27.5K +546 +9%
TCWM
375
Total Clarity Wealth Management
Illinois
$325K +$41K +811 +14%
13 14
15
16 17