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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 %
TWC
551
TD Waterhouse Canada
Ontario, Canada
$27.6K +$27.6K +386 New
LFG
552
Larson Financial Group
Missouri
$26K +$26K +461 New
CA
553
Cornerstone Advisory
Maryland
$26K +$26K +468 New
EWA
554
EverSource Wealth Advisors
Alabama
$25K +$25K +443 New
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$24K – – –
UFF
556
USA Financial Formulas
Michigan
$24K +$24K +425 New
AIL
557
AGF Investments LLC
Ontario, Canada
$22K +$1.23K +22 +6%
Amundi
558
Amundi
France
$22K +$22K +396 New
NFSG
559
Newbridge Financial Services Group
Florida
$20K +$113 +2 +0.6%
CG
560
Cutler Group
California
$16K -$5.33K -100 -25%
PCG
561
Private Capital Group
Connecticut
$16K – – –
BCA
562
Bray Capital Advisors
Florida
$15K – – –
BWP
563
Baldwin Wealth Partners
Massachusetts
$15K +$11.3K +200 +308%
MAM
564
Mystic Asset Management
Rhode Island
$15K +$15K +275 New
BHWM
565
Beaird Harris Wealth Management
Texas
$10K +$10K +183 New
FHC
566
First Heartland Consultants
Missouri
$8.18K +$3.9K +69,770 +91%
BC
567
Barnett & Company
Tennessee
$8K +$57 +1 +0.7%
AIP
568
Ahrens Investment Partners
Louisiana
$8K +$8K +150 New
SIAP
569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K – – –
PCA
570
Providence Capital Advisors
North Carolina
$7K – – –
CWM
571
CarsonAllaria Wealth Management
Illinois
$7K +$7K +131 New
AIP
572
Ameritas Investment Partners
Nebraska
$6K – – –
CFA
573
Carroll Financial Associates
North Carolina
$5K +$937 +18 +23%
TCOV
574
Trust Company of Vermont
Vermont
$5K +$5K +85 New
QT
575
Quantbot Technologies
New York
$5K +$5K +105 New
21 22
23
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