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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 Holding Trade Value Shares
Change 		Shares
Change %
FI
76
FormulaFolio Investments
Michigan
$16.5M -$609K -12,094 -4%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$16.4M +$37K +735 +0.2%
APW
78
Austin Private Wealth
Texas
$16.3M +$682K +13,547 +4%
JWM
79
Jackson Wealth Management
Florida
$16.3M +$1.23M +24,515 +8%
SRSA
80
S.R. Schill & Associates
Washington
$16M +$163K +3,246 +1%
BHB
81
Bank Hapoalim BM
Israel
$15.5M +$15.5M +50,043 New
IA
82
IFP Advisors
Florida
$15.1M +$3.23M +64,277 +27%
SCA
83
Snowden Capital Advisors
New York
$15M +$15M +297,297 New
CAN
84
Cetera Advisor Networks
California
$14.7M +$14.4M +286,934 +6,078%
CW
85
CreativeOne Wealth
Kansas
$14.3M +$13.5M +267,503 +1,702%
CWM
86
Cahaba Wealth Management
Georgia
$14.2M -$499K -9,670 -3%
PWP
87
Personal Wealth Partners
Minnesota
$14.1M +$5.45M +108,328 +63%
AAS
88
Annex Advisory Services
Wisconsin
$14M -$1.68M -33,385 -11%
SWP
89
Stratos Wealth Partners
Ohio
$13.1M -$461K -9,169 -3%
CCFM
90
Clear Creek Financial Management
Washington
$13.1M +$11.1M +221,363 +580%
Mariner
91
Mariner
Kansas
$12.7M +$137K +2,723 +1%
KBFS
92
Kohmann Bosshard Financial Services
Ohio
$12.4M +$4.03M +80,115 +48%
WEPOG
93
Wealth Enhancement & Preservation of GA
Georgia
$12.3M +$197K +3,916 +2%
OWA
94
One Wealth Advisors
California
$12M +$4.01M +79,702 +50%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$11.7M -$1.51M -30,043 -11%
SFG
96
StrategIQ Financial Group
Indiana
$11.6M -$346K -6,873 -3%
WA
97
WBH Advisory
Maryland
$11.6M +$703K +13,562 +6%
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$39.7K +788 +0.4%
TA
99
Tectonic Advisors
Texas
$11.2M +$2.33M +46,238 +26%
PWM
100
Penobscot Wealth Management
Maine
$11M +$11M +218,262 New
2 3
4
5 6