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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 Holding Trade Value Shares
Change 		Shares
Change %
FCA
101
FLC Capital Advisors
California
$16.2M +$11.4M +204,079 +235%
SRSA
102
S.R. Schill & Associates
Washington
$16M -$1.22M -21,767 -7%
PAS
103
Park Avenue Securities
New York
$15.3M +$3.13M +56,115 +26%
CWM
104
Cahaba Wealth Management
Georgia
$15.3M -$240K -4,296 -2%
BOC
105
Bull Oak Capital
California
$14.9M +$14.9M +266,837 New
CWM
106
Congress Wealth Management
Massachusetts
$14.8M +$14.8M +265,230 New
FF
107
Financial Futures
New Jersey
$14.8M +$14.8M +264,196 New
CWG
108
Crown Wealth Group
North Carolina
$14.7M +$14.7M +262,546 New
Goldman Sachs
109
Goldman Sachs
New York
$14.6M +$1.01M +18,102 +7%
SWP
110
Stratos Wealth Partners
Ohio
$14.1M -$2.9K -52 -0%
PWM
111
Penobscot Wealth Management
Maine
$14M +$1.01M +18,068 +8%
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$13.8M +$17K +304 +0.1%
WA
113
WBH Advisory
Maryland
$13.4M +$598K +10,706 +5%
AAS
114
Annex Advisory Services
Wisconsin
$13.3M -$998K -17,875 -7%
WEPOG
115
Wealth Enhancement & Preservation of GA
Georgia
$12.9M -$1.11M -19,960 -8%
NWM
116
NEIRG Wealth Management
Massachusetts
$12.8M +$12.8M +228,602 New
CWA
117
Centennial Wealth Advisory
Michigan
$12.7M +$3.6M +64,479 +39%
AG
118
Ascent Group
Virginia
$12.7M +$12.7M +245,907 New
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$12.5M -$24.7K -442 -0.2%
AWA
120
Arete Wealth Advisors
Illinois
$12.4M +$501K +8,940 +4%
RC
121
RBF Capital
California
$12M – – –
CWA
122
Clearview Wealth Advisors
Oregon
$11.9M +$1.86M +33,357 +18%
AF
123
Advisornet Financial
Minnesota
$11.9M +$614K +11,006 +5%
FAIM
124
Financial Advocates Investment Management
Washington
$11.7M +$629K +11,264 +6%
AFP
125
Ausdal Financial Partners
Iowa
$11.6M +$604K +10,816 +5%
3 4
5
6 7