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

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$16.6M
2
SMM
2
Stadion Money Management
Georgia
$605M
3
SW
3
SteelPeak Wealth
California
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$49.8M – – –
PWG
27
Private Wealth Group
Florida
$47.7M +$11.5M +247,158 +32%
AIM
28
Astor Investment Management
Illinois
$40.4M -$4.17M -89,559 -9%
AFG
29
Affinia Financial Group
Massachusetts
$38.8M +$46.3K +940 +0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$36.7M -$1.36M – –
CPA
31
Clear Perspective Advisors
Illinois
$36.2M -$702K -15,051 -2%
ODG
32
O'Dell Group
Ohio
$35M -$1.45M -31,091 -4%
CFG
33
Cooper Financial Group
California
$34.3M -$541K -11,605 -2%
LWA
34
Lenox Wealth Advisors
New York
$30.7M +$2.83M +60,822 +10%
MIAN
35
Mariner Independent Advisor Network
Kansas
$29.6M -$2.85M -61,050 -9%
ACA
36
Aptus Capital Advisors
Alabama
$29.1M +$6.42M +137,720 +28%
BlackRock
37
BlackRock
New York
$29M +$18.3M +392,800 +171%
LAS
38
Lloyd Advisory Services
Georgia
$29M +$28.3M +607,392 +3,996%
SB
39
Strategic Blueprint
Georgia
$27.8M +$1.55M +33,150 +6%
FAIM
40
Financial Advocates Investment Management
Washington
$27.4M -$5.61M -120,302 -17%
IWP
41
IAG Wealth Partners
Wisconsin
$27.2M +$1.28M +27,464 +5%
MAS
42
Managed Account Services
Florida
$26.7M -$243K -5,212 -0.9%
SFP
43
Strategic Financial Partners
Oregon
$25.9M +$3.11M +66,812 +14%
State Street
44
State Street
Massachusetts
$25.6M -$2.96M -63,491 -10%
BFA
45
Brown Financial Advisory
Alabama
$25.4M +$1.19M +25,525 +5%
AA
46
Advisory Alpha
Michigan
$25.2M -$15M -320,790 -37%
GVAG
47
Great Valley Advisor Group
Delaware
$25.1M +$2.04M +43,690 +9%
BC
48
Brio Consultants
California
$24.8M +$786K +16,865 +3%
GLA
49
Good Life Advisors
Pennsylvania
$24.6M +$2.13M +45,624 +9%
DA
50
Detalus Advisors
Missouri
$23.9M +$637K +13,663 +3%
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