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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 %
PNC Financial Services Group
476
PNC Financial Services Group
Pennsylvania
$265K – – –
SWM
477
Sugarloaf Wealth Management
Georgia
$264K +$149K +2,680 +130%
TCMP
478
Thrive Capital Management (Pennsylvania)
Pennsylvania
$263K – – –
SEI Investments
479
SEI Investments
Pennsylvania
$262K -$9.17K -164 -3%
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$260K +$260K +4,651 New
CG
481
Colony Group
Massachusetts
$253K – – –
WS
482
Wedbush Securities
California
$251K +$251K +4,487 New
SWM
483
Spire Wealth Management
Virginia
$250K -$39.6K -709 -14%
EVM
484
Eaton Vance Management
Massachusetts
$249K +$781 +14 +0.3%
Betterment LLC
485
Betterment LLC
New York
$248K +$248K +4,446 New
FMI
486
F/M Investments
District of Columbia
$247K +$247K +4,433 New
SPI
487
Santori & Peters Inc
Pennsylvania
$246K +$246K +4,411 New
HFA
488
High Falls Advisors
New York
$240K +$240K +4,293 New
PPWM
489
PFG Private Wealth Management
Florida
$237K -$88.1K -1,577 -27%
GWANC
490
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$236K +4,224 New
B
491
Bridgeworth
Alabama
$235K -$5.53K -99 -2%
SL
492
Savior LLC
Massachusetts
$233K +$19.4K +346 +9%
AWM
493
Accel Wealth Management
Iowa
$233K +$118K +2,110 +102%
PCM
494
Presidio Capital Management
California
$232K +$232K +4,156 New
HIP
495
HUB Investment Partners
Texas
$229K -$8.69K -156 -4%
WJWM
496
Williams Jones Wealth Management
New York
$221K +$221K +3,950 New
PFS
497
Prospera Financial Services
Texas
$221K +$221K +3,956 New
IF
498
Intrua Financial
Texas
$214K – – –
PMG
499
ProVise Management Group
Florida
$214K +$214K +3,836 New
WWA
500
WC Walker & Associates
California
$211K +$211K +3,869 New
18 19
20
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