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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
426
Provident Wealth Management
Tennessee
$136K – – –
TWA
427
TCI Wealth Advisors
Arizona
$136K +$26.2K +519 +24%
TAM
428
Tucker Asset Management
Colorado
$132K – – –
OCM
429
Orion Capital Management
California
$131K +$12K +238 +10%
ZIG
430
Zurich Insurance Group
Switzerland
$122K – – –
PB
431
Pinnacle Bancorp
Nebraska
$117K – – –
KFI
432
Key Financial Inc
Pennsylvania
$112K +$10K +198 +10%
AWM
433
Accel Wealth Management
Iowa
$104K – – –
SWM
434
Sugarloaf Wealth Management
Georgia
$104K +$104K +2,054 New
SBL
435
Sargent Bickham Lagudis
Colorado
$102K +$25.2K +500 +33%
MFA
436
McClarren Financial Advisors
Pennsylvania
$97K +$300 +6 +0.3%
CCM
437
Covington Capital Management
California
$95K +$95K +1,875 New
CPFP
438
Clear Perspectives Financial Planning
Ohio
$88K +$50 +1 +0.1%
TIM
439
Tortoise Investment Management
New York
$87K – – –
YAL
440
Your Advocates Ltd
Texas
$84K -$25.8K -513 -23%
DAC
441
Dividend Assets Capital
South Carolina
$65K – – –
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$1.01K +20 +2%
EIP
443
Ellis Investment Partners
Pennsylvania
$61K +$149 +3 +0.2%
FWP
444
FAS Wealth Partners
Kansas
$56K – – –
PWMG
445
Prestige Wealth Management Group
New Jersey
$56K – – –
TLFA
446
True Link Financial Advisors
California
$50K -$113K -2,250 -69%
WAS
447
Winch Advisory Services
Wisconsin
$50K +$151 +3 +0.3%
EI
448
Ellevest Inc
New York
$47K +$47K +940 New
BA
449
Ballast Advisors
Minnesota
$45K – – –
M
450
MOTCO
Texas
$42K – – –
16 17
18
19 20