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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$84.6M
2
AWM
2
AE Wealth Management
Kansas
$172M
3
PAG
3
Private Advisor Group
New Jersey
$149M
4
Ameriprise
4
Ameriprise
Minnesota
$174M
5
Creative Planning
5
Creative Planning
Kansas
$697M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$582M
2
GWM
2
Geneos Wealth Management
Colorado
$1.99M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$45.4M
4
APC
4
Aspire Private Capital
North Carolina
$831K
5
Wells Fargo
5
Wells Fargo
California
$83.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$27M 537,328 -51,491 -9%
MAS
52
Managed Account Services
Florida
$26.8M 532,344 -40,348 -7%
MGIA
53
Moneta Group Investment Advisors
Missouri
$25.7M 509,855 +5,714 +1%
ACG
54
Allen Capital Group
Nebraska
$25.5M 506,335 +10,755 +2%
GP
55
Girard Partners
Pennsylvania
$23.8M 473,451 +58,840 +14%
VFM
56
Vivid Financial Management
California
$23M 456,534 +18,867 +4%
AA
57
Advisory Alpha
Michigan
$22.8M 453,968 -85,646 -16%
GRP
58
Global Retirement Partners
California
$22M 436,737 +4,770 +1%
NRA
59
NSI Retail Advisors
Pennsylvania
$21.7M 431,099 +431,099 New
DA
60
Detalus Advisors
Missouri
$21.6M 429,572 -82,779 -16%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$21.2M 421,408 +9,890 +2%
AC
62
Alexandria Capital
Virginia
$21.2M 420,775 +8,232 +2%
VCM
63
Vivaldi Capital Management
Illinois
$21M 399,742 +2,844 +0.7%
WCM
64
Windsor Capital Management
Arizona
$20.9M 415,615 +10,940 +3%
EWM
65
Executive Wealth Management
Michigan
$20.6M 409,563 +15,091 +4%
CWM
66
CCG Wealth Management
California
$20.5M 407,760 +57,199 +16%
HGWM
67
Horst & Graben Wealth Management
Oregon
$19.7M 391,414 +57,188 +17%
UBS Group
68
UBS Group
Switzerland
$19.2M 381,573 -8,834 -2%
RIG
69
Roosevelt Investment Group
New York
$19.2M 381,579 +7,939 +2%
C1AG
70
Client 1st Advisory Group
Florida
$19M 377,385 -143 -0%
RA
71
RFG Advisory
Alabama
$18.2M 360,611 -2,350 -0.6%
CWM
72
Cornerstone Wealth Management
Missouri
$18M 358,324 +17,875 +5%
DJSG
73
D.J. St. Germain
Massachusetts
$17.7M 351,561 +338,306 +2,552%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$17.1M 339,284 +14,379 +4%
PWA
75
Physician Wealth Advisors
Utah
$16.9M 329,200 +38,309 +13%
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