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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 %
I2I
426
Insight 2811 Inc
Illinois
$425K -$10.8K -193 -2%
GIA
427
Gladstone Institutional Advisory
Florida
$410K +$410K +7,345 New
IA
428
Inspire Advisors
Idaho
$410K +$410K +7,351 New
FAP
429
Financial Advisory Partners
Florida
$406K +$406K +7,268 New
RCA
430
Ranch Capital Advisors
Florida
$396K +$33.7K +603 +9%
AIM
431
Arcadia Investment Management
Michigan
$385K – – –
TA
432
TFG Advisers
Michigan
$378K +$2.63K +47 +0.7%
TVAMP
433
Tennessee Valley Asset Management Partners
Tennessee
$372K +$145K +2,604 +64%
RWA
434
Redhawk Wealth Advisors
Minnesota
$369K +$59.1K +1,058 +19%
CIA
435
Capital Investment Advisors
Georgia
$368K – – –
CCM
436
Crabel Capital Management
California
$365K +$365K +6,546 New
DI
437
DFPG Investments
Utah
$363K – – –
CWM
438
Campbell Wealth Management
Virginia
$356K – – –
SPIA
439
Steward Partners Investment Advisory
New York
$356K +$53.7K +962 +18%
NL
440
NWAM LLC
Washington
$351K +$52.1K +934 +17%
MWPCG
441
Measured Wealth Private Client Group
New Hampshire
$337K -$18.6K -333 -5%
LFG
442
Lockerman Financial Group
California
$335K +$335K +6,007 New
TCWM
443
Total Clarity Wealth Management
Illinois
$332K -$27.3K -489 -8%
PG
444
Prostatis Group
Maryland
$330K -$50.4K -902 -13%
AWM
445
Accurate Wealth Management
Florida
$328K – – –
PCA
446
Personal Capital Advisors
California
$327K +$327K +6,707 New
CWS
447
Cypress Wealth Services
California
$319K +$32.4K +580 +11%
PWM
448
Perigon Wealth Management
California
$318K -$39K -700 -11%
CG
449
Corundum Group
Colorado
$318K +$318K +5,694 New
RIM
450
Rockbridge Investment Management
New York
$312K -$12.4K -222 -4%
16 17
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