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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 %
ES
401
ETF Store
Kansas
$519K +$519K +9,891 New
SFG
402
Sovereign Financial Group
Connecticut
$518K -$11.6K -207 -2%
IIC
403
Integrated Investment Consultants
Michigan
$514K – – –
W
404
Wealthquest
Ohio
$510K – – –
BRWA
405
B. Riley Wealth Advisors
Florida
$505K +$111K +1,979 +28%
Citigroup
406
Citigroup
New York
$501K -$131K -2,345 -21%
VR
407
Viridian RIA
Washington
$496K +$496K +8,883 New
BFS
408
Bickling Financial Services
Massachusetts
$494K +$1.01K +18 +0.2%
VA
409
Valmark Advisers
Ohio
$493K +$493K +8,836 New
CBFP
410
Cedar Brook Financial Partners
Ohio
$491K -$1.51K -27 -0.3%
CFGS
411
Concourse Financial Group Securities
Alabama
$490K +$333K +5,972 +213%
HAS
412
HBW Advisory Services
California
$488K -$16.5K -296 -3%
GCP
413
GSA Capital Partners
United Kingdom
$481K -$123K -2,198 -20%
BRWM
414
B. Riley Wealth Management
Tennessee
$472K +$163K +3,508 +53%
HFS
415
Horizon Financial Services
North Carolina
$471K -$236K -4,222 -33%
KPCM
416
Kings Point Capital Management
New York
$471K +$471K +8,437 New
IAN
417
Integrated Advisors Network
Texas
$470K -$30.1K -539 -6%
NAS
418
Nicolet Advisory Services
Wisconsin
$469K -$17.9K -320 -4%
DAS
419
Dynamic Advisor Solutions
Arizona
$459K -$1.29M -23,099 -74%
CPIG
420
Chicago Partners Investment Group
Illinois
$458K – – –
GSIS
421
Global Strategic Investment Solutions
Arizona
$447K – – –
FFG
422
Frisch Financial Group
New York
$446K -$14.1K -253 -3%
PPA
423
Parametric Portfolio Associates
Washington
$442K +$126K +2,255 +40%
RFN
424
RDA Financial Network
Iowa
$440K -$254K -4,556 -37%
MWM
425
MY Wealth Management
Maryland
$430K +$430K +7,701 New
15 16
17
18 19