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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 %
SFS
501
Strategic Financial Services
New York
$205K +$205K +3,665 New
SBL
502
Sargent Bickham Lagudis
Colorado
$200K +$87.1K +1,561 +77%
CC
503
Corsicana & Co
Texas
$183K +$183K +3,285 New
Simplex Trading
504
Simplex Trading
Illinois
$178K +$178K +3,204 New
RPCA
505
Running Point Capital Advisors
California
$161K -$454K -8,134 -74%
TRCT
506
Tower Research Capital (TRC)
New York
$153K -$915K -16,362 -86%
OFG
507
Oxford Financial Group
Indiana
$152K – – –
PWM
508
Provident Wealth Management
Tennessee
$150K – – –
William Blair & Company
509
William Blair & Company
Illinois
$148K -$17.4K -312 -11%
OCM
510
Orion Capital Management
California
$145K – – –
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$143K +$95.7K +1,720 +202%
FAG
512
Fortitude Advisory Group
Washington
$140K +$140K +2,509 New
ZIG
513
Zurich Insurance Group
Switzerland
$139K – – –
KFI
514
Key Financial Inc
Pennsylvania
$139K +$15.6K +280 +13%
TAM
515
Tucker Asset Management
Colorado
$137K – – –
Franklin Resources
516
Franklin Resources
California
$131K +$131K +2,347 New
PB
517
Pinnacle Bancorp
Nebraska
$129K – – –
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$122K +$111K +1,984 +992%
FCG
519
Financial Connections Group
California
$117K +$117K +2,113 New
MFA
520
McClarren Financial Advisors
Pennsylvania
$109K +$448 +8 +0.4%
NWM
521
Navigation Wealth Management
Colorado
$99K +$54.2K +977 +121%
CPFP
522
Clear Perspectives Financial Planning
Ohio
$98K – – –
CCM
523
Covington Capital Management
California
$96K -$8.41K -151 -8%
TIM
524
Tortoise Investment Management
New York
$96K – – –
YAL
525
Your Advocates Ltd
Texas
$93K – – –
19 20
21
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