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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 %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$11.3M 224,574 +212 +0.1%
SFG
102
StrategIQ Financial Group
Indiana
$11.3M 224,421 -6,928 -3%
RIS
103
Retirement Income Solutions
Michigan
$11.1M 219,540 +2,704 +1%
PAS
104
Park Avenue Securities
New York
$11M 218,521 +42,034 +24%
CI
105
CX Institutional
Indiana
$11M 217,518 +4,108 +2%
RC
106
RBF Capital
California
$10.8M 214,574 – –
AWA
107
Arete Wealth Advisors
Illinois
$10.7M 212,512 +12,723 +6%
NEIRG
108
New England Investment & Retirement Group
Massachusetts
$10.7M 212,130 +10,289 +5%
TCM
109
Towercrest Capital Management
Pennsylvania
$10.7M 212,067 -5,372 -2%
GG
110
GenWealth Group
New Jersey
$10.6M 209,543 +1,989 +1%
AF
111
Advisornet Financial
Minnesota
$10.2M 201,969 +4,107 +2%
K
112
Kemper
Illinois
$10.1M 199,584 – –
FAIM
113
Financial Advocates Investment Management
Washington
$10M 199,060 -338,268 -63%
AFP
114
Ausdal Financial Partners
Iowa
$9.93M 196,868 +9,020 +5%
T
115
TNF
Montana
$9.73M 180,325 +180,325 New
FPWM
116
FSB Premier Wealth Management
Iowa
$9.56M 189,381 +150 +0.1%
UAS
117
United Asset Strategies
New York
$9.4M 186,226 +51,091 +38%
CWA
118
Clearview Wealth Advisors
Oregon
$9.11M 180,622 +3,455 +2%
ODCM
119
Old Dominion Capital Management
Virginia
$9.08M 179,918 -4,567 -2%
FP
120
Fiduciary Planning
Florida
$8.9M 176,373 +95,738 +119%
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$8.82M 174,804 +4,444 +3%
AWMG
122
Alliance Wealth Management Group
New Jersey
$8.71M 172,570 -3,161 -2%
IWC
123
Integrated Wealth Concepts
Massachusetts
$8.7M 172,374 +31,143 +22%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$8.68M 171,952 +4,713 +3%
BWG
125
Beta Wealth Group
California
$8.64M 171,143 -2,025 -1%
3 4
5
6 7