SPLG icon

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 %
PWM
376
Perigon Wealth Management
California
$323K -$4.74K -94 -1%
MWPCG
377
Measured Wealth Private Client Group
New Hampshire
$322K -$1.97K -39 -0.6%
CWM
378
Campbell Wealth Management
Virginia
$322K – – –
IFWM
379
Institute for Wealth Management
Colorado
$317K -$2.88K -57 -0.9%
MP
380
McDonald Partners
Ohio
$315K -$306K -6,079 -49%
PPWM
381
PFG Private Wealth Management
Florida
$294K -$13.5K -268 -4%
RIM
382
Rockbridge Investment Management
New York
$293K – – –
PPA
383
Parametric Portfolio Associates
Washington
$286K -$26.4K -523 -8%
TFA
384
TPG Financial Advisors
Oregon
$281K – – –
RWA
385
Redhawk Wealth Advisors
Minnesota
$280K -$6.06K -120 -2%
I
386
INVST
Indiana
$279K +$10.1K +201 +4%
JWA
387
JFS Wealth Advisors
Pennsylvania
$277K – – –
MIM
388
Macroview Investment Management
Maryland
$277K +$51 +1 +0%
SPIA
389
Steward Partners Investment Advisory
New York
$273K +$50 +1 +0%
NG
390
Northstar Group
New York
$272K +$272K +5,400 New
NL
391
NWAM LLC
Washington
$270K -$1.69M -33,617 -86%
LWM
392
Liberty Wealth Management
California
$265K +$757 +15 +0.3%
SWM
393
Spire Wealth Management
Virginia
$262K +$152 +3 +0.1%
PFA
394
Peak Financial Advisors
Colorado
$261K +$261K +5,164 New
JCM
395
Jacobi Capital Management
Pennsylvania
$259K +$655 +13 +0.3%
CWS
396
Cypress Wealth Services
California
$259K +$8.33K +165 +3%
Wolverine Trading
397
Wolverine Trading
Illinois
$257K +$257K +5,036 New
FDS
398
Freedom Day Solutions
Texas
$254K -$14.4K -285 -5%
NS
399
Newman & Schimel
Illinois
$251K +$251K +4,966 New
ATC
400
Argent Trust Co
Tennessee
$250K +$250K +4,949 New
14 15
16
17 18