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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

455 hedge funds and large institutions have $6.32B invested in SPDR Portfolio S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
8.01%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.37%
New
57
Increased
187
Reduced
160
Closed
22
Calls
$2.49M
Puts
$783K
Net Calls
+$1.71M
Net Calls Change
+$55.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$487M
2
AWM
AE Wealth Management
Kansas
$101M
3
G
GenTrust
Florida
$59.2M
4
Ameriprise
Ameriprise
Minnesota
$125M
5
CCMG
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$16.6M
2
SMM
Stadion Money Management
Georgia
$605M
3
SW
SteelPeak Wealth
California
$0
4
SS
Simplicity Solutions
Minnesota
$0
5
FHC
First Heartland Consultants
Missouri
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
451
Harbor Investment Advisory
Maryland
$2K – – –
AA
452
Ancora Advisors
Ohio
$1K -$188 -3 -16%
LF
453
Lee Financial
Texas
$1K – – –
MPCG
454
Matrix Private Capital Group
New York
$1K +$241 +7 +32%
CAAS
455
Capital Asset Advisory Services
Michigan
$1K +$333 +10 +50%
BWP
456
Baldwin Wealth Partners
Massachusetts
$1K +$1K +23 New
SW
457
SteelPeak Wealth
California
– -$27.8M -632,929 Closed
SS
458
Simplicity Solutions
Minnesota
– -$22.4M -509,945 Closed
MUAMU
459
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$13.2M -300,000 Closed
FFN
460
Focus Financial Network
Minnesota
– -$12.4M -281,752 Closed
AFWM
461
AMJ Financial Wealth Management
Virginia
– -$723K -16,457 Closed
BCP
462
Berkeley Capital Partners
Georgia
– -$711K -16,172 Closed
MSFS
463
Main Street Financial Solutions
Pennsylvania
– -$424K -9,655 Closed
SWPG
464
Strategic Wealth Partners Group
Illinois
– -$313K -7,130 Closed
HPC
465
Hobart Private Capital
North Carolina
– -$274K -6,233 Closed
VWA
466
Visionary Wealth Advisors
Illinois
– -$255K -5,792 Closed
JSL
467
JT Stratford LLC
Georgia
– -$245K -5,571 Closed
BCA
468
Biltmore Capital Advisors
New Jersey
– -$243K -5,527 Closed
CA
469
CapWealth Advisors
Tennessee
– -$234K -5,333 Closed
OAP
470
One Advisory Partners
Kansas
– -$201K -4,568 Closed
CC
471
Courier Capital
New York
– -$200K -4,552 Closed
BWA
472
Burt Wealth Advisors
Maryland
– -$141K -3,200 Closed
OIM
473
Oder Investment Management
California
– -$104K -2,363 Closed
WFA
474
WestHill Financial Advisors
California
– -$89K -2,033 Closed
GA
475
GoalVest Advisory
New York
– -$3K -75 Closed
16 17 18
19
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