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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.

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
1
LPL Financial
California
$489M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$211M
3
AWM
3
AE Wealth Management
Kansas
$277M
4
ARC
4
Advisor Resource Council
Texas
$60.6M
5
Creative Planning
5
Creative Planning
Kansas
$906M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
AssetMark Inc
2
AssetMark Inc
California
$259M
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
CFG
4
Cooper Financial Group
California
$1.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
FPOC
76
Financial Planners of Cleveland
Ohio
$23.3M 427,555 +427,555 New
TA
77
Tectonic Advisors
Texas
$23.1M 414,116 +136,817 +49%
C1AG
78
Client 1st Advisory Group
Florida
$23.1M 413,091 +19,434 +5%
PWA
79
Physician Wealth Advisors
Utah
$23M 419,284 +53,364 +15%
VCM
80
Vivaldi Capital Management
Illinois
$22.2M 398,234 -6,214 -2%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$22.1M 395,502 -82,033 -17%
IA
82
IFP Advisors
Florida
$21.4M 383,349 +38,653 +11%
UBS Group
83
UBS Group
Switzerland
$21.3M 381,361 +5,612 +1%
HWM
84
Horizon Wealth Management
Illinois
$21M 376,347 +376,347 New
CWM
85
Cornerstone Wealth Management
Missouri
$20.8M 372,381 +4,753 +1%
PWP
86
Personal Wealth Partners
Minnesota
$20.7M 370,391 +1,026 +0.3%
Mariner
87
Mariner
Kansas
$20.1M 359,883 +58,025 +19%
SFG
88
StrategIQ Financial Group
Indiana
$20M 359,096 +134,675 +60%
CAN
89
Cetera Advisor Networks
California
$19.7M 352,046 +35,742 +11%
RIS
90
Retirement Income Solutions
Michigan
$18.8M 337,455 +117,915 +54%
GWAG
91
Garrett Wealth Advisory Group
Texas
$18.6M 333,645 +305,876 +1,102%
SCA
92
Snowden Capital Advisors
New York
$18.3M 328,497 +14,799 +5%
JWM
93
Jackson Wealth Management
Florida
$17.8M 318,525 +5,227 +2%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$17.7M 317,199 +58,309 +23%
RA
95
RFG Advisory
Alabama
$17.6M 314,539 -41,171 -12%
MHWM
96
Montz Harcus Wealth Management
Louisiana
$17.5M 314,145 +314,145 New
BHB
97
Bank Hapoalim BM
Israel
$17M 305,000 +147,900 +94%
TI
98
Tidal Investments
Wisconsin
$17M 304,570 +304,570 New
MFT
99
Moisand Fitzgerald Tamayo
Florida
$16.3M 292,572 -60,535 -17%
UWM
100
USAdvisors Wealth Management
Minnesota
$16.3M 292,370 +21,244 +8%
2 3
4
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