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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 %
BW
576
Bison Wealth
Georgia
$4K – – –
GEA
577
Glen Eagle Advisors
New Jersey
$3.24K – – –
HIA
578
Harbor Investment Advisory
Maryland
$3K – – –
CP
579
Castleview Partners
Texas
$2.37K +$2.37K +132,372 New
TCWA
580
Ten Capital Wealth Advisors
Washington
$2K -$7.53K -113 -79%
GAM
581
Gemmer Asset Management
California
$2K – – –
MPCG
582
Matrix Private Capital Group
New York
$2K +$129 +2 +7%
MWM
583
Mascoma Wealth Management
New Hampshire
$2K +$485 +8 +32%
RDIA
584
RE Dickinson Investment Advisors
Iowa
$2K +$2K +42 New
GLLW
585
Graves Light Lenhart Wealth
Virginia
$1K – – –
JPMorgan Chase & Co
586
JPMorgan Chase & Co
New York
$1K +$167 +4 +20%
FCAS
587
First Command Advisory Services
Texas
$1K +$1K +15 New
MTWM
588
Masso Torrence Wealth Management
New Jersey
$1K +$1K +22 New
RI
589
Rinkey Investments
California
$1K +$1K +25 New
LWMNY
590
Landmark Wealth Management (New York)
New York
$1K +$1K +20,183 New
LWM
591
Liberty Wealth Management
California
$294 -$265K -5,250 Closed
WIM
592
Westside Investment Management
California
$78 – – –
WANY
593
Wealthspire Advisors (New York)
New York
– -$41M -812,196 Closed
GRP
594
Global Retirement Partners
California
– -$23.4M -464,063 Closed
NAG
595
Northstar Advisory Group
New Jersey
– -$8.13M -161,052 Closed
PFG
596
Pacific Financial Group
Washington
– -$3.3M -65,362 Closed
IWS
597
Insight Wealth Strategies
California
– -$2.45M -48,581 Closed
Citadel Advisors
598
Citadel Advisors
Florida
– -$2.36M -46,677 Closed
PAM
599
PVG Asset Management
Colorado
– -$1.75M -34,732 Closed
SS
600
Simplicity Solutions
Minnesota
– -$1.15M -22,879 Closed
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