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

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$16.6M
2
SMM
Stadion Money Management
Georgia
$605M
3
SW
SteelPeak Wealth
California
$0
4
SS
Simplicity Solutions
Minnesota
$0
5
FHC
First Heartland Consultants
Missouri
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPAS
126
Spectrum Planning & Advisory Services
California
$6.23M +$1.28M +27,481 +26%
DWM
127
Denver Wealth Management
Colorado
$6.23M +$6.23M +117,175 New
PAS
128
Park Avenue Securities
New York
$6.2M +$2.61M +55,995 +73%
NC
129
NovaPoint Capital
Georgia
$6.17M +$49.9K +1,071 +0.8%
MFS
130
McNamara Financial Services
Massachusetts
$5.9M +$33.9K +770 +0.6%
CIA
131
Compass Ion Advisors
Pennsylvania
$5.75M -$414K -8,874 -7%
UAS
132
United Asset Strategies
New York
$5.74M +$25.6K +549 +0.4%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$5.7M -$4.28M -91,866 -43%
VBFP
134
Valtinson Bruner Financial Planning
Minnesota
$5.57M +$33.1K +676 +0.6%
MA
135
Mutual Advisors
Nebraska
$5.55M -$842K -18,054 -13%
HR
136
Hayden Royal
North Carolina
$5.5M +$5.5M +118,025 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$5.5M +$3.41M +73,064 +163%
American Century Companies
138
American Century Companies
Missouri
$5.44M -$1.7M -36,400 -24%
DWM
139
Doyle Wealth Management
Florida
$5.21M +$131K +2,803 +3%
KAS
140
Kestra Advisory Services
Texas
$5.04M +$2.94M +63,005 +139%
KAM
141
Knightsbridge Asset Management
California
$4.99M +$3M +64,427 +151%
SFI
142
SPC Financial Inc
Maryland
$4.98M +$506K +10,855 +11%
MA
143
MJP Associates
Connecticut
$4.92M -$177K -3,793 -3%
EGA
144
E&G Advisors
Texas
$4.92M -$7.18K -154 -0.1%
CAG
145
Csenge Advisory Group
Florida
$4.84M -$33.9K -701 -0.7%
IWM
146
IHT Wealth Management
Illinois
$4.84M -$2.68M -57,403 -36%
CF
147
Centaurus Financial
California
$4.82M -$149K -3,199 -3%
FHC
148
First Heartland Consultants
Missouri
$4.77M -$17.5M -375,164 -79%
Goldman Sachs
149
Goldman Sachs
New York
$4.73M +$52K +1,116 +1%
AFAS
150
Acorn Financial Advisory Services
Virginia
$4.7M +$409K +8,766 +10%
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