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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

491 hedge funds and large institutions have $8.34B invested in SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.62%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
GI
2
Gradient Investments
Minnesota
$151M
3
LPL Financial
3
LPL Financial
California
$385M
4
BCM
4
Brookstone Capital Management
Illinois
$160M
5
Creative Planning
5
Creative Planning
Kansas
$773M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$535M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$38.4M
3
ARC
3
Advisor Resource Council
Texas
$3.17M
4
FAIM
4
Financial Advocates Investment Management
Washington
$10M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Brown Financial Advisory
Alabama
$29.6M 586,982 +26,439 +5%
SFP
52
Strategic Financial Partners
Oregon
$29.4M 583,381 +19,884 +4%
NA
53
Nottingham Advisors
New York
$29.4M 575,284 +566,449 +6,411%
BC
54
Brio Consultants
California
$29.1M 576,889 +33,490 +6%
MGIA
55
Moneta Group Investment Advisors
Missouri
$27.1M 537,218 +27,363 +5%
ACG
56
Allen Capital Group
Nebraska
$26.8M 531,379 +25,044 +5%
GP
57
Girard Partners
Pennsylvania
$25M 495,694 +22,243 +5%
CWM
58
CCG Wealth Management
California
$24.9M 492,830 +85,070 +21%
VFM
59
Vivid Financial Management
California
$24.5M 485,759 +29,225 +6%
MAS
60
Managed Account Services
Florida
$24.1M 478,433 -53,911 -10%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$24.1M 477,535 +56,127 +13%
EWM
62
Executive Wealth Management
Michigan
$23.7M 470,050 +60,487 +15%
GRP
63
Global Retirement Partners
California
$23.4M 464,063 +27,326 +6%
DA
64
Detalus Advisors
Missouri
$23.3M 462,681 +33,109 +8%
NRA
65
NSI Retail Advisors
Pennsylvania
$22.7M 449,966 +18,867 +4%
AA
66
Advisory Alpha
Michigan
$22.7M 449,738 -4,230 -0.9%
MML Investors Services
67
MML Investors Services
Massachusetts
$22.5M 446,647 -118,489 -21%
HGWM
68
Horst & Graben Wealth Management
Oregon
$21.9M 433,015 +41,601 +11%
WCM
69
Windsor Capital Management
Arizona
$21.6M 427,772 +12,157 +3%
AC
70
Alexandria Capital
Virginia
$21.2M 420,116 -659 -0.2%
CCFM
71
Clear Creek Financial Management
Washington
$21M 416,383 +156,825 +60%
VCM
72
Vivaldi Capital Management
Illinois
$20.4M 404,448 +4,706 +1%
C1AG
73
Client 1st Advisory Group
Florida
$19.9M 393,657 +16,272 +4%
PWA
74
Physician Wealth Advisors
Utah
$19.2M 365,920 +36,720 +11%
UBS Group
75
UBS Group
Switzerland
$19M 375,749 -5,824 -2%
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3
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