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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
+$63.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$62.3M
3
AWM
AE Wealth Management
Kansas
+$58.4M
4
ARC
Advisor Resource Council
Texas
+$57.1M
5
Creative Planning
Creative Planning
Kansas
+$50.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$527M
2
AssetMark Inc
AssetMark Inc
California
-$59.5M
3
WANY
Wealthspire Advisors (New York)
New York
-$41M
4
CFG
Cooper Financial Group
California
-$40.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MONECO Advisors
Connecticut
$953K +$36.5K +694 +4%
CWMGP
352
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$951K +$951K +17,033 New
FMC
353
Financial Management Concepts
Florida
$937K +$89.1K +1,594 +11%
BFA
354
Bluestem Financial Advisors
Illinois
$928K -$3.07K -55 -0.3%
RCM
355
Raleigh Capital Management
North Carolina
$923K +$923K +16,544 New
DRS
356
Deane Retirement Strategies
Louisiana
$897K -$26.1K -468 -3%
MFA
357
Mayflower Financial Advisors
Massachusetts
$891K +$488K +8,746 +121%
DAM
358
Derbend Asset Management
Georgia
$888K +$252K +4,515 +40%
WIP
359
WealthCare Investment Partners
Rhode Island
$887K +$887K +15,896 New
EFA
360
Evernest Financial Advisors
Indiana
$877K +$877K +14,886 New
GSWM
361
Golden State Wealth Management
California
$872K -$1.01M -18,149 -54%
AAS
362
Avantax Advisory Services
Texas
$863K +$101K +1,803 +13%
WFC
363
Western Financial Corp
California
$856K +$102K +1,832 +14%
JSA
364
Jacobson & Schmitt Advisors
Wisconsin
$843K +$217K +3,886 +35%
AWM
365
Axxcess Wealth Management
California
$843K +$843K +15,094 New
QA
366
Quantitative Advantage
Minnesota
$822K +$273K +4,899 +50%
OFG
367
OmniStar Financial Group
North Carolina
$789K +$789K +14,148 New
OIM
368
Opus Investment Management
Massachusetts
$784K – – –
EWM
369
Echo Wealth Management
Minnesota
$773K +$90.9K +1,660 +13%
AF
370
Allworth Financial
California
$760K -$370K -6,626 -33%
MOS
371
MGO One Seven
Ohio
$759K +$759K +13,594 New
C
372
Certuity
Florida
$730K +$730K +13,084 New
ACS
373
Archford Capital Strategies
Illinois
$727K -$257K -4,610 -26%
ADL
374
Asset Dedication LLC
California
$725K -$616 -11 -0.1%
CWS
375
Confluence Wealth Services
Pennsylvania
$723K +$723K +12,954 New
13 14
15
16 17