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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 %
GG
126
GenWealth Group
New Jersey
$11.6M -$124K -2,229 -1%
IWC
127
Integrated Wealth Concepts
Massachusetts
$11.6M +$1.94M +34,733 +20%
UAS
128
United Asset Strategies
New York
$11.4M +$1.02M +18,285 +10%
TCM
129
Towercrest Capital Management
Pennsylvania
$11.4M -$482K -8,631 -4%
WA
130
Win Advisors
Florida
$11.1M +$11.1M +199,405 New
FZCM
131
Flynn Zito Capital Management
New York
$11.1M +$11.1M +198,959 New
TWM
132
Tradition Wealth Management
Minnesota
$11M +$2.66M +47,715 +32%
FPWM
133
FSB Premier Wealth Management
Iowa
$10.8M +$191K +3,419 +2%
KAS
134
Kestra Advisory Services
Texas
$10.7M +$1.65M +29,636 +18%
FP
135
Fiduciary Planning
Florida
$10.5M +$635K +11,381 +6%
WWM
136
Western Wealth Management
Colorado
$10.4M +$10.4M +186,686 New
SPAS
137
Spectrum Planning & Advisory Services
California
$10.3M +$1.35M +24,106 +15%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$10.3M +$696K +12,461 +7%
T
139
TNF
Montana
$10.1M +$282K +5,158 +3%
DHFB
140
Dixon Hubard Feinour & Brown
Virginia
$10M +$10M +179,949 New
SWA
141
Stratos Wealth Advisors
Ohio
$10M +$785K +14,059 +9%
KTC
142
Kistler-Tiffany Companies
Pennsylvania
$9.89M +$130K +2,336 +1%
AWMG
143
Alliance Wealth Management Group
New Jersey
$9.65M +$18K +322 +0.2%
SW
144
SkyOak Wealth
Michigan
$9.63M +$717K +12,847 +8%
RJA
145
Raymond James & Associates
Florida
$9.51M +$946K +16,936 +11%
SFI
146
SPC Financial Inc
Maryland
$9.48M +$2.2M +39,453 +30%
American Century Companies
147
American Century Companies
Missouri
$9.44M +$184K +3,300 +2%
KAM
148
Knightsbridge Asset Management
California
$9.38M +$614K +11,003 +7%
GM
149
GeoWealth Management
Illinois
$9M +$1.51M +27,132 +20%
IWM
150
IHT Wealth Management
Illinois
$8.84M +$1.86M +33,373 +27%
4 5
6
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