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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

455 hedge funds and large institutions have $6.32B invested in SPDR Portfolio S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
8.01%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.37%
New
57
Increased
187
Reduced
160
Closed
22
Calls
$2.49M
Puts
$783K
Net Calls
+$1.71M
Net Calls Change
+$55.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$487M
2
AWM
2
AE Wealth Management
Kansas
$101M
3
G
3
GenTrust
Florida
$59.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$16.6M
2
SMM
2
Stadion Money Management
Georgia
$605M
3
SW
3
SteelPeak Wealth
California
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
76
Jackson Wealth Management
Florida
$14M +$254K +5,456 +2%
PWA
77
Physician Wealth Advisors
Utah
$13.9M +$1.06M +22,221 +8%
CWM
78
Cahaba Wealth Management
Georgia
$13.3M +$382K +8,204 +3%
AWA
79
ARQ Wealth Advisors
Arizona
$13.2M +$310K +6,643 +2%
PAG
80
Pinnacle Advisory Group
Maryland
$12.8M +$1.81M +38,931 +17%
SWP
81
Stratos Wealth Partners
Ohio
$12.6M -$1.21M -25,925 -9%
RIS
82
Retirement Income Solutions
Michigan
$12.4M -$270K -5,793 -2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$12.2M -$16.4M -352,217 -57%
VFA
84
Voya Financial Advisors
Connecticut
$12.1M -$612K -13,198 -5%
Mariner
85
Mariner
Kansas
$11.6M -$2.24M -47,996 -16%
WEPOG
86
Wealth Enhancement & Preservation of GA
Georgia
$11.6M -$25.2K -519 -0.2%
CI
87
CX Institutional
Indiana
$11.4M +$5.95M +127,594 +109%
SFG
88
StrategIQ Financial Group
Indiana
$11.1M -$441K -9,456 -4%
IA
89
IFP Advisors
Florida
$11M +$2.97M +63,629 +37%
K
90
Kemper
Illinois
$10.9M – – –
MCC
91
Money Concepts Capital
Florida
$10.9M -$2.6M -55,868 -19%
CCM
92
Condor Capital Management
New Jersey
$10.7M -$961K -20,623 -8%
BWFA
93
Baltimore-Washington Financial Advisors
Maryland
$10.4M -$5.87K -126 -0.1%
GG
94
GenWealth Group
New Jersey
$10.4M +$3.19M +68,439 +44%
TCM
95
Towercrest Capital Management
Pennsylvania
$10.4M -$158K -3,387 -1%
RC
96
RBF Capital
California
$10M – – –
UWM
97
USAdvisors Wealth Management
Minnesota
$9.81M +$4.5M +96,473 +85%
WA
98
WBH Advisory
Maryland
$9.79M +$52.2K +1,120 +0.5%
AF
99
Advisornet Financial
Minnesota
$9.35M -$133K -2,863 -1%
AFP
100
Ausdal Financial Partners
Iowa
$9.02M -$1.15M -24,614 -11%
2 3
4
5 6