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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
+$430M
2
AWM
AE Wealth Management
Kansas
+$67.3M
3
G
GenTrust
Florida
+$59.2M
4
Ameriprise
Ameriprise
Minnesota
+$51.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$50.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$69.5M
2
SMM
Stadion Money Management
Georgia
-$28.9M
3
SW
SteelPeak Wealth
California
-$27.8M
4
SS
Simplicity Solutions
Minnesota
-$22.4M
5
FHC
First Heartland Consultants
Missouri
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$4.7M +$713K +15,299 +18%
AAM
152
Ameraudi Asset Management
New York
$4.69M +$237K +5,091 +5%
VRM
153
Vectors Research Management
New York
$4.54M +$964K +20,690 +27%
BAM
154
Belpointe Asset Management
Nevada
$4.43M +$214K +4,594 +5%
CAS
155
Cascadia Advisory Services
Oregon
$4.4M +$4.4M +94,384 New
FWP
156
Firethorn Wealth Partners
Georgia
$4.16M +$347K +7,454 +9%
SCM
157
Southport Capital Management
Tennessee
$4.11M -$417K -8,949 -9%
AI
158
Atria Investments
North Carolina
$4.1M +$34.8K +747 +0.9%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$4.07M +$51.4K +1,103 +1%
CA
160
Continuum Advisory
Idaho
$3.97M -$396K -8,107 -9%
CPA
161
Capital Planning Advisors
California
$3.96M -$469K -10,062 -11%
T
162
TRUADVICE
Florida
$3.94M -$4.7M -95,132 -54%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$3.92M -$436K -10,183 -10%
HC
164
HNP Capital
New York
$3.91M +$724K +15,542 +23%
TCWA
165
Ten Capital Wealth Advisors
Washington
$3.83M -$260K -5,582 -6%
CC
166
Copperleaf Capital
North Carolina
$3.8M -$2.05M -44,044 -35%
FCI
167
Financial Counselors Inc
Kansas
$3.79M – – –
FCA
168
FLC Capital Advisors
California
$3.7M +$769K +16,492 +26%
FHA
169
Flagship Harbor Advisors
Massachusetts
$3.66M +$1.08M +23,184 +42%
SFP
170
Shepherd Financial Partners
Massachusetts
$3.64M -$9.94M -213,290 -73%
OWA
171
Outlook Wealth Advisors
Texas
$3.63M -$88K -1,889 -2%
CWA
172
Clarus Wealth Advisors
Arizona
$3.62M +$458K +9,464 +14%
AIC
173
Ameritas Investment Company
Nebraska
$3.51M +$3.51M +75,272 New
EH
174
Equitable Holdings
New York
$3.48M +$242K +5,196 +7%
FEG
175
Financial Enhancement Group
Indiana
$3.3M -$470K -10,078 -12%
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