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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 %
NGA
376
Naples Global Advisors
Florida
$716K – – –
NRI
377
NFP Retirement Inc
California
$703K -$42.3K -757 -6%
UCFA
378
United Capital Financial Advisors
Texas
$700K +$4.08K +73 +0.6%
JWCA
379
J.W. Cole Advisors
Florida
$688K +$688K +12,330 New
DI
380
Diligent Investors
California
$687K – – –
CA
381
Clearstead Advisors
Ohio
$686K – – –
BCP
382
Berkeley Capital Partners
Georgia
$676K +$76.7K +1,373 +13%
MA
383
MKT Advisors
California
$670K +$670K +13,147 New
AMM
384
American Money Management
California
$669K +$26.1K +467 +4%
DHGWA
385
Dixon Hughes Goodman Wealth Advisors
North Carolina
$657K +$657K +11,776 New
WAOI
386
Wealth Advisors of Iowa
Iowa
$646K +$646K +11,565 New
AWA
387
Arkadios Wealth Advisors
Georgia
$639K +$639K +11,453 New
APC
388
Aspire Private Capital
North Carolina
$623K -$4.35K -78 -0.7%
AUB
389
Atlantic Union Bankshares
Virginia
$604K +$83.6K +1,497 +16%
D
390
Dentgroup
Louisiana
$591K +$591K +10,588 New
ETIA
391
Epic Trust Investment Advisors
Washington
$588K +$588K +10,525 New
HWM
392
Hohimer Wealth Management
Washington
$577K +$577K +10,338 New
RWM
393
Ritholtz Wealth Management
New York
$572K +$20.8K +373 +4%
VCM
394
Virtue Capital Management
Tennessee
$570K +$570K +10,203 New
SPC
395
Sigma Planning Corp
Michigan
$550K +$62.7K +1,124 +13%
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$549K +$8.27K +148 +2%
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$542K +$374K +6,700 +222%
PFA
398
Peak Financial Advisors
Colorado
$536K +$248K +4,443 +86%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$534K -$4.81K -86 -0.9%
AAS
400
Ameritas Advisory Services
Nebraska
$528K +$528K +9,453 New
14 15
16
17 18