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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
$489M
2
Osaic Holdings
Osaic Holdings
Arizona
$211M
3
AWM
AE Wealth Management
Kansas
$277M
4
ARC
Advisor Resource Council
Texas
$60.6M
5
Creative Planning
Creative Planning
Kansas
$906M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$301M
2
AssetMark Inc
AssetMark Inc
California
$259M
3
WANY
Wealthspire Advisors (New York)
New York
$0
4
CFG
Cooper Financial Group
California
$1.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
451
Oppenheimer & Co
New York
$312K +$312K +5,591 New
TFA
452
TPG Financial Advisors
Oregon
$311K – – –
JWA
453
JFS Wealth Advisors
Pennsylvania
$306K – – –
MIM
454
Macroview Investment Management
Maryland
$306K +$112 +2 +0%
I
455
INVST
Indiana
$305K +$30.8K +621 +11%
SPWM
456
Straight Path Wealth Management
Michigan
$303K +$303K +5,422 New
RFA
457
Reilly Financial Advisors
California
$302K +$302K +5,406 New
NG
458
Northstar Group
New York
$301K – – –
PPW
459
Pinnacle Private Wealth
Massachusetts
$299K +$299K +5,357 New
CPWA
460
Cerro Pacific Wealth Advisors
California
$296K +$74.2K +1,330 +33%
CA
461
Claris Advisors
Missouri
$296K +$296K +5,300 New
IFWM
462
Institute for Wealth Management
Colorado
$294K -$56.4K -1,009 -16%
SCFS
463
S.C. Financial Services
Arizona
$292K +$292K +5,346 New
FEM
464
Fulcrum Equity Management
Texas
$291K +$291K +5,215 New
MWM
465
MBE Wealth Management
Wisconsin
$288K +$24.2K +434 +9%
FDS
466
Freedom Day Solutions
Texas
$283K +$1.06K +19 +0.4%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$280K +$5.19K +93 +2%
BHWM
468
Bay Harbor Wealth Management
Maryland
$280K -$276K -5,250 -50%
JCM
469
Jacobi Capital Management
Pennsylvania
$280K -$6.41K -115 -2%
PWA
470
PCG Wealth Advisors
Kansas
$276K +$276K +4,954 New
FPW
471
Flagship Private Wealth
Massachusetts
$274K +$274K +4,906 New
BF
472
BOK Financial
Oklahoma
$272K -$304K -5,448 -53%
ATC
473
Argent Trust Co
Tennessee
$271K -$5.59K -100 -2%
Jane Street
474
Jane Street
New York
$268K -$6M -107,501 -96%
SGK
475
Steigerwald Gordon & Koch
Virginia
$268K – – –
17 18
19
20 21