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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AIP
476
Ameritas Investment Partners
Nebraska
$6K – – –
PCA
477
Providence Capital Advisors
North Carolina
$6K – – –
SIAP
478
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$50 +1 +0.8%
BW
479
Bison Wealth
Georgia
$3K -$265 -6 -8%
HIA
480
Harbor Investment Advisory
Maryland
$3K – – –
CFA
481
Carroll Financial Associates
North Carolina
$3K +$846 +22 +39%
BWP
482
Baldwin Wealth Partners
Massachusetts
$3K +$1.94K +42 +183%
GEA
483
Glen Eagle Advisors
New Jersey
$2.93K – – –
GAM
484
Gemmer Asset Management
California
$2K – – –
JWM
485
Janiczek Wealth Management
Colorado
$2K – – –
JPMorgan Chase & Co
486
JPMorgan Chase & Co
New York
$1K -$4K -80 -80%
MPCG
487
Matrix Private Capital Group
New York
$1K – – –
MWM
488
Mascoma Wealth Management
New Hampshire
$1K +$1K +25 New
WIM
489
Westside Investment Management
California
$70 +$16 +328 +31%
WCFA
490
Walkner Condon Financial Advisors
Wisconsin
– -$16.4M -325,250 Closed
HR
491
Hayden Royal
North Carolina
– -$5.99M -118,958 Closed
MPIM
492
McGinn Penninger Investment Management
Virginia
– -$2.57M -51,000 Closed
CF
493
Copperwynd Financial
Arizona
– -$813K -16,161 Closed
JWCA
494
J.W. Cole Advisors
Florida
– -$562K -11,160 Closed
QC
495
QCM Cayman
Texas
– -$557K -11,058 Closed
MFG
496
Magnus Financial Group
New York
– -$506K -10,049 Closed
FMI
497
F/M Investments
District of Columbia
– -$461K -9,161 Closed
SWM
498
Sculati Wealth Management
Michigan
– -$455K -9,049 Closed
WP
499
WealthShield Partners
North Carolina
– -$204K -4,048 Closed
KCM
500
Karp Capital Management
California
– -$203K -4,036 Closed
17 18 19
20
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