SPLG icon

SPDR Portfolio S&P 500 ETF

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
FDS
376
Freedom Day Solutions
Texas
$268K +$268K +5,327 New
LWM
377
Liberty Wealth Management
California
$263K +$196K +3,897 +291%
SWM
378
Spire Wealth Management
Virginia
$261K -$107K -2,127 -29%
SS
379
Simplicity Solutions
Minnesota
$260K +$260K +5,169 New
JCM
380
Jacobi Capital Management
Pennsylvania
$258K +$53.2K +1,056 +26%
DAS
381
Dynamic Advisor Solutions
Arizona
$257K
NAM
382
NorthCoast Asset Management
Connecticut
$257K +$14.4K +286 +6%
CWS
383
Cypress Wealth Services
California
$250K -$705 -14 -0.3%
RCAG
384
Rehmann Capital Advisory Group
Michigan
$248K
SGK
385
Steigerwald Gordon & Koch
Virginia
$242K
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$239K
TCMP
387
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K -$102K -2,028 -30%
MWM
388
MBE Wealth Management
Wisconsin
$236K +$236K +4,685 New
CG
389
Colony Group
Massachusetts
$228K
HIP
390
HUB Investment Partners
Texas
$222K -$152K -3,015 -41%
DWM
391
Darwin Wealth Management
Florida
$222K -$65.8K -1,305 -23%
B
392
Bridgeworth
Alabama
$222K +$3.57K +71 +2%
US Bancorp
393
US Bancorp
Minnesota
$220K +$40.8K +809 +23%
WP
394
WealthShield Partners
North Carolina
$204K +$353 +7 +0.2%
KCM
395
Karp Capital Management
California
$203K +$203K +4,036 New
BWM
396
Baystate Wealth Management
Massachusetts
$202K +$76.2K +1,511 +61%
CPWA
397
Cerro Pacific Wealth Advisors
California
$200K +$200K +3,979 New
EVM
398
Eaton Vance Management
Massachusetts
$176K +$93.4K +1,857 +113%
SL
399
Savior LLC
Massachusetts
$171K -$25.6K -507 -13%
TLFA
400
True Link Financial Advisors
California
$164K