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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$84.6M
2
AWM
2
AE Wealth Management
Kansas
$172M
3
PAG
3
Private Advisor Group
New Jersey
$149M
4
Ameriprise
4
Ameriprise
Minnesota
$174M
5
Creative Planning
5
Creative Planning
Kansas
$697M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$582M
2
GWM
2
Geneos Wealth Management
Colorado
$1.99M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$45.4M
4
APC
4
Aspire Private Capital
North Carolina
$831K
5
Wells Fargo
5
Wells Fargo
California
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
MJP Associates
Connecticut
$5.63M +$318K +6,310 +6%
CCM
152
Condor Capital Management
New Jersey
$5.57M -$5.99M -118,933 -52%
CIA
153
Compass Ion Advisors
Pennsylvania
$5.4M -$815K -16,191 -13%
EGA
154
E&G Advisors
Texas
$5.31M -$4.92M -105,537 Closed
IWM
155
IHT Wealth Management
Illinois
$5.31M +$81.9K +1,628 +2%
RJA
156
Raymond James & Associates
Florida
$5.24M +$1.89M +37,617 +57%
CAG
157
Csenge Advisory Group
Florida
$5.17M +$106K +2,097 +2%
CF
158
Centaurus Financial
California
$4.98M -$218K -4,333 -4%
FHA
159
Flagship Harbor Advisors
Massachusetts
$4.94M +$982K +19,512 +25%
FWP
160
Firethorn Wealth Partners
Georgia
$4.88M +$389K +7,734 +9%
AWA
161
Arete Wealth Advisors
Illinois
$4.77M +$355K +14,875 +8%
BAM
162
Belpointe Asset Management
Nevada
$4.64M -$143K -2,848 -3%
AI
163
Atria Investments
North Carolina
$4.52M +$88.8K +1,765 +2%
CWA
164
Clarus Wealth Advisors
Arizona
$4.5M +$656K +12,757 +17%
CAS
165
Cascadia Advisory Services
Oregon
$4.49M -$262K -5,204 -6%
CPA
166
Capital Planning Advisors
California
$4.47M +$196K +3,896 +5%
CA
167
Continuum Advisory
Idaho
$4.4M +$318K +6,312 +8%
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$4.34M +$124K +2,693 +3%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$4.27M -$120K -2,377 -3%
FCA
170
FLC Capital Advisors
California
$4.23M +$233K +4,626 +6%
TCWA
171
Ten Capital Wealth Advisors
Washington
$4.11M -$26.7K -530 -0.6%
CC
172
Copperleaf Capital
North Carolina
$4.08M -$29.3K -583 -0.7%
FCI
173
Financial Counselors Inc
Kansas
$4.07M -$23.4K -464 -0.6%
FP
174
Fiduciary Planning
Florida
$4.06M +$4.06M +80,635 New
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$4.01M +$4.01M +79,669 New
5 6
7
8 9