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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

491 hedge funds and large institutions have $8.34B invested in SPDR Portfolio S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 248 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+29
Holders Change %
+6.28%
% of All Funds
8.62%
Holding in Top 10
93
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.41%
% of All Funds
1.63%
New
49
Increased
248
Reduced
132
Closed
15
Calls
$4.23M
Puts
$1.69M
Net Calls
+$2.54M
Net Calls Change
-$551K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
GI
Gradient Investments
Minnesota
$151M
3
LPL Financial
LPL Financial
California
$385M
4
BCM
Brookstone Capital Management
Illinois
$160M
5
Creative Planning
Creative Planning
Kansas
$773M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$535M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.4M
3
ARC
Advisor Resource Council
Texas
$3.17M
4
FAIM
Financial Advocates Investment Management
Washington
$10M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
151
GeoWealth Management
Illinois
$6.77M -$404K -8,006 -6%
SFI
152
SPC Financial Inc
Maryland
$6.58M -$1.61M -31,973 -20%
CC
153
Copperleaf Capital
North Carolina
$6.35M +$2.26M +44,765 +55%
IWM
154
IHT Wealth Management
Illinois
$6.31M +$987K +19,567 +19%
MA
155
Mutual Advisors
Nebraska
$6.16M +$94.3K +1,868 +2%
BAM
156
Belpointe Asset Management
Nevada
$6.01M +$1.37M +27,070 +29%
V
157
Veritable
Delaware
$5.77M – – –
NC
158
NovaPoint Capital
Georgia
$5.75M -$234K -4,644 -4%
MA
159
MJP Associates
Connecticut
$5.71M +$62.2K +1,232 +1%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$5.68M -$84.6K -1,677 -1%
Jane Street
161
Jane Street
New York
$5.67M +$5.29M +104,834 +1,404%
CA
162
Continuum Advisory
Idaho
$5.64M +$1.22M +24,219 +28%
CF
163
Centaurus Financial
California
$5.36M +$360K +7,137 +7%
EGA
164
E&G Advisors
Texas
$5.3M +$5.3M +104,962 New
CIA
165
Compass Ion Advisors
Pennsylvania
$5.17M -$242K -4,798 -4%
CAG
166
Csenge Advisory Group
Florida
$5.15M -$66.7K -1,306 -1%
FHA
167
Flagship Harbor Advisors
Massachusetts
$4.94M – – –
CCM
168
Condor Capital Management
New Jersey
$4.88M -$703K -13,932 -13%
AI
169
Atria Investments
North Carolina
$4.7M +$173K +3,429 +4%
CPA
170
Capital Planning Advisors
California
$4.69M +$206K +4,089 +5%
CWA
171
Clarus Wealth Advisors
Arizona
$4.63M +$171K +3,348 +4%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$4.61M +$323K +6,394 +8%
AWA
173
ARQ Wealth Advisors
Arizona
$4.54M -$5.92M -117,380 -57%
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$4.54M +$172K +3,713 +4%
EH
175
Equitable Holdings
New York
$4.52M +$525K +10,400 +13%
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