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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.

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 Market Value Shares Shares
Change 		Shares
Change %
G
26
GenTrust
Florida
$68.2M 1,351,687 +13,902 +1%
BlackRock
27
BlackRock
New York
$65.1M 1,290,721 +266,782 +26%
CIAS
28
CFS Investment Advisory Services
New Jersey
$59.3M 1,176,185 +1,176,185 New
PWG
29
Private Wealth Group
Florida
$50.5M 1,001,225 -6,392 -0.6%
AFG
30
Affinia Financial Group
Massachusetts
$42.7M 803,182 +11,208 +1%
DJSG
31
D.J. St. Germain
Massachusetts
$42.3M 839,096 +487,535 +139%
CPA
32
Clear Perspective Advisors
Illinois
$42.3M 838,059 -6,041 -0.7%
WANY
33
Wealthspire Advisors (New York)
New York
$41M 812,196 +812,196 New
LWA
34
Lenox Wealth Advisors
New York
$40.8M 807,676 +37,910 +5%
AIM
35
Astor Investment Management
Illinois
$40.7M 806,240 -49,146 -6%
NPI
36
New Perspectives Inc
Mississippi
$39M 772,941 +22,039 +3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
– – – –
CFG
38
Cooper Financial Group
California
$38.2M 757,889 -20,873 -3%
ODG
39
O'Dell Group
Ohio
$37M 732,378 -17,051 -2%
ACA
40
Aptus Capital Advisors
Alabama
$36.7M 727,043 +75,129 +12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$36.5M 722,583 +57,912 +9%
CA
42
CSM Advisors
Pennsylvania
$34.9M 692,546 +19,524 +3%
IWP
43
IAG Wealth Partners
Wisconsin
$34.8M 690,478 +77,532 +13%
SB
44
Strategic Blueprint
Georgia
$33.9M 672,752 +43,685 +7%
State Street
45
State Street
Massachusetts
$32.8M 649,245 -86,126 -12%
GVAG
46
Great Valley Advisor Group
Delaware
$31.9M 631,656 +39,161 +7%
ODFS
47
O'Donnell Financial Services
California
$31.6M 626,413 +626,413 New
LAS
48
Lloyd Advisory Services
Georgia
$30.6M 607,113 -17,650 -3%
GLA
49
Good Life Advisors
Pennsylvania
$30.6M 607,055 +11,797 +2%
LFAS
50
Level Four Advisory Services
Texas
$30.3M 601,163 +571,164 +1,904%
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