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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.

New
Increased
Maintained
Reduced
Closed
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 %
PA
151
PSI Advisors
Florida
$8.84M +$145K +2,601 +2%
AFAS
152
Acorn Financial Advisory Services
Virginia
$8.82M +$612K +10,953 +7%
BWG
153
Beta Wealth Group
California
$8.64M – – –
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$8.57M -$731K -13,100 -8%
AI
155
Atria Investments
North Carolina
$8.44M +$3.24M +58,037 +62%
HC
156
HNP Capital
New York
$8.25M -$147K -2,635 -2%
VRM
157
Vectors Research Management
New York
$8.25M -$150K -2,695 -2%
HI
158
Harbour Investments
Wisconsin
$8.21M -$58.2K -1,043 -0.7%
DWM
159
Doyle Wealth Management
Florida
$8.06M +$193K +3,458 +2%
FFC
160
Fure Financial Corporation
Minnesota
$7.96M +$64.8K +1,160 +0.8%
PFM
161
Parsec Financial Management
North Carolina
$7.89M -$144K -2,583 -2%
MFA
162
Morling Financial Advisors
California
$7.8M +$7.8M +139,686 New
MFS
163
McNamara Financial Services
Massachusetts
$7.76M -$75.4K -1,351 -1%
VBFP
164
Valtinson Bruner Financial Planning
Minnesota
$7.54M -$643K -11,510 -8%
CA
165
Continuum Advisory
Idaho
$7.47M +$1.24M +22,202 +20%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$7.4M -$1.17M -21,037 -14%
CA
167
CoreCap Advisors
Michigan
$7.17M +$7.17M +128,369 New
US Bancorp
168
US Bancorp
Minnesota
$7.16M +$3.63M +64,972 +103%
NC
169
NovaPoint Capital
Georgia
$6.8M +$433K +7,757 +7%
MA
170
Mutual Advisors
Nebraska
$6.72M -$96.5K -1,729 -1%
CC
171
Copperleaf Capital
North Carolina
$6.69M -$333K -5,963 -5%
ACP
172
Aveo Capital Partners
Colorado
$6.6M -$1.36M -24,354 -17%
AR
173
Apeiron RIA
Texas
$6.5M +$6.5M +116,423 New
V
174
Veritable
Delaware
$6.46M +$76.8K +1,376 +1%
MHB
175
Midwest Heritage Bank
Iowa
$6.4M +$6.4M +114,603 New
5 6
7
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