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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 %
SCA
526
Sandy Cove Advisors
Massachusetts
$91K +$91K +1,631 New
CCM
527
Cribstone Capital Management
Maine
$84K +$84K +1,500 New
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$9.55K +170 +13%
SPA
529
Shore Point Advisors
New Jersey
$82K +$82K +1,472 New
HFA
530
HC Financial Advisors
California
$79K +$65.9K +1,180 +504%
EIP
531
Ellis Investment Partners
Pennsylvania
$68K +$276 +5 +0.4%
SCA
532
Stonebridge Capital Advisors
Minnesota
$65K -$115K -2,041 -64%
JWM
533
Janiczek Wealth Management
Colorado
$65K +$62.7K +1,117 +2,724%
FWP
534
FAS Wealth Partners
Kansas
$62K – – –
TLFA
535
True Link Financial Advisors
California
$56K – – –
WAS
536
Winch Advisory Services
Wisconsin
$54K -$1.11K -20 -2%
GWSG
537
GPS Wealth Strategies Group
Colorado
$54K +$12.1K +215 +29%
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$54K +$54K +970 New
BA
539
Ballast Advisors
Minnesota
$49K – – –
PWMG
540
Prestige Wealth Management Group
New Jersey
$48K -$14.3K -254 -23%
M
541
MOTCO
Texas
$46K – – –
DWP
542
Destiny Wealth Partners
Florida
$44K – – –
CPA
543
Cardiff Park Advisors
California
$44K +$44K +790 New
MHR
544
Matthew Hamilton Rosenberg
$41K – – –
PA
545
Parallel Advisors
California
$41K +$8.33K +150 +26%
AWA
546
Amplius Wealth Advisors
Pennsylvania
$41K +$41K +750 New
DAC
547
Dividend Assets Capital
South Carolina
$39K -$32K -578 -45%
SIS
548
Sound Income Strategies
Florida
$39K +$39K +704 New
RPCONE
549
Retirement Planning Company of New England
Rhode Island
$35K +$35K +640 New
S
550
SignatureFD
Georgia
$32K +$2.83K +50 +10%
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