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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

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

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$84.6M
2
AWM
AE Wealth Management
Kansas
$172M
3
PAG
Private Advisor Group
New Jersey
$149M
4
Ameriprise
Ameriprise
Minnesota
$174M
5
Creative Planning
Creative Planning
Kansas
$697M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$582M
2
GWM
Geneos Wealth Management
Colorado
$1.99M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45.4M
4
APC
Aspire Private Capital
North Carolina
$831K
5
Wells Fargo
Wells Fargo
California
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
401
Flagship Private Wealth
Massachusetts
$162K +$22.7K +445 +16%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$152K +$53.7K +1,065 +55%
William Blair & Company
403
William Blair & Company
Illinois
$148K +$148K +2,937 New
OFG
404
Oxford Financial Group
Indiana
$137K +$137K +2,725 New
PWM
405
Provident Wealth Management
Tennessee
$135K -$16.6K -330 -11%
BMD
406
Better Money Decisions
New Mexico
$131K +$454 +9 +0.3%
CP
407
Castleview Partners
Texas
$131K +$131K +2,606 New
SQA
408
Simon Quick Advisors
New Jersey
$130K +$130K +2,594 New
SCA
409
Stonebridge Capital Advisors
Minnesota
$123K +$56K +1,157 +84%
TAM
410
Tucker Asset Management
Colorado
$123K -$129K -2,570 -51%
ZIG
411
Zurich Insurance Group
Switzerland
$122K – – –
OCM
412
Orion Capital Management
California
$119K – – –
PB
413
Pinnacle Bancorp
Nebraska
$117K – – –
YAL
414
Your Advocates Ltd
Texas
$110K -$5.64K -112 -5%
TWA
415
TCI Wealth Advisors
Arizona
$110K – – –
FA
416
Fortis Advisors
Pennsylvania
$110K +$26.8K +531 +32%
AWM
417
Accel Wealth Management
Iowa
$104K – – –
KFI
418
Key Financial Inc
Pennsylvania
$104K +$34.1K +661 +49%
MFA
419
McClarren Financial Advisors
Pennsylvania
$97K +$301 +6 +0.3%
CPFP
420
Clear Perspectives Financial Planning
Ohio
$88K -$17.6K -350 -17%
TIM
421
Tortoise Investment Management
New York
$86K -$10.5K -210 -11%
SBL
422
Sargent Bickham Lagudis
Colorado
$77K +$253 +5 +0.3%
DAC
423
Dividend Assets Capital
South Carolina
$65K – – –
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K -$2.52K -50 -4%
EIP
425
Ellis Investment Partners
Pennsylvania
$61K +$199 +4 +0.3%
15 16
17
18 19