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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.

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
1
LPL Financial
California
$489M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$211M
3
AWM
3
AE Wealth Management
Kansas
$277M
4
ARC
4
Advisor Resource Council
Texas
$60.6M
5
Creative Planning
5
Creative Planning
Kansas
$906M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
AssetMark Inc
2
AssetMark Inc
California
$259M
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
CFG
4
Cooper Financial Group
California
$1.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
KW
26
KWB Wealth
California
$86.3M 1,545,263 +18,984 +1%
BlackRock
27
BlackRock
New York
$83.5M 1,496,451 +205,730 +16%
CIAS
28
CFS Investment Advisory Services
New Jersey
$76.2M 1,439,782 +263,597 +22%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$73.1M 1,309,570 -45,864 -3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$65.7M 1,176,350 +1,176,350 New
ARC
31
Advisor Resource Council
Texas
$60.6M 1,086,004 +1,023,262 +1,631%
CPA
32
Clear Perspective Advisors
Illinois
$56.5M 1,011,305 +173,246 +21%
AIM
33
Astor Investment Management
Illinois
$56.3M 1,008,859 +202,619 +25%
ACM
34
Advance Capital Management
Michigan
$53.4M 957,216 +957,216 New
PWG
35
Private Wealth Group
Florida
$52.5M 939,709 -61,516 -6%
MIAN
36
Mariner Independent Advisor Network
Kansas
$47.6M 848,141 +125,558 +17%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
– – – –
LWA
38
Lenox Wealth Advisors
New York
$44.3M 794,053 -13,623 -2%
WWG
39
West Wealth Group
California
$43.2M 773,161 +773,161 New
ACA
40
Aptus Capital Advisors
Alabama
$43M 769,975 +42,932 +6%
AFG
41
Affinia Financial Group
Massachusetts
$41.5M 772,947 -30,235 -4%
ODG
42
O'Dell Group
Ohio
$41.4M 742,365 +9,987 +1%
SB
43
Strategic Blueprint
Georgia
$40M 716,803 +44,051 +7%
NPI
44
New Perspectives Inc
Mississippi
$39.9M 714,239 -58,702 -8%
NA
45
Nottingham Advisors
New York
$39.1M 704,075 +128,791 +22%
CA
46
CSM Advisors
Pennsylvania
$37.9M 678,246 -14,300 -2%
GAG
47
GM Advisory Group
New York
$37.6M 672,978 +648,454 +2,644%
GVAG
48
Great Valley Advisor Group
Delaware
$37.4M 670,846 +39,190 +6%
IWP
49
IAG Wealth Partners
Wisconsin
$36.4M 651,411 -39,067 -6%
GLA
50
Good Life Advisors
Pennsylvania
$36.2M 647,794 +40,739 +7%
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