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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 %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$3.27M -$491K -10,529 -13%
GF
177
Goodman Financial
Texas
$3.26M +$186K +3,983 +6%
MPIM
178
McGinn Penninger Investment Management
Virginia
$3.19M +$3.19M +68,355 New
CPW
179
Catalyst Private Wealth
California
$3.16M – – –
RJA
180
Raymond James & Associates
Florida
$3.1M +$1.99M +42,692 +179%
JFA
181
JNBA Financial Advisors
Minnesota
$3.04M -$97.4K -2,091 -3%
TWM
182
Trinity Wealth Management
Pennsylvania
$3M +$392K +8,414 +15%
SFS
183
Sowell Financial Services
Arkansas
$2.97M -$222K -4,502 -7%
FWM
184
Frontier Wealth Management
Missouri
$2.94M +$78K +1,674 +3%
EFL
185
ERn Financial LLC
Wisconsin
$2.88M +$11.4K +244 +0.4%
WP
186
WealthPLAN Partners
Nebraska
$2.88M +$105K +2,152 +4%
NRI
187
NFP Retirement Inc
California
$2.86M -$7.92K -170 -0.3%
RFG
188
Range Financial Group
Oregon
$2.67M +$2.67M +57,300 New
NL
189
NWAM LLC
Washington
$2.66M +$2.66M +57,158 New
TC
190
TownSquare Capital
Utah
$2.61M +$91.7K +1,967 +4%
CPO
191
Cerity Partners OCIO
New York
$2.61M -$72K -1,544 -3%
BPA
192
Beacon Pointe Advisors
California
$2.6M +$71.3K +1,527 +3%
SWP
193
Strategic Wealth Partners
Ohio
$2.59M +$44.6K +957 +2%
FWI
194
Facet Wealth Inc
Maryland
$2.58M +$53.1K +1,140 +2%
CMBA
195
C.M. Bidwell & Associates
Hawaii
$2.57M +$441K +9,470 +21%
CFGF
196
Compass Financial Group (Florida)
Florida
$2.49M -$5.13K -110 -0.2%
SA
197
Stewardship Advisors
Pennsylvania
$2.46M -$2.9M -62,129 -54%
BTWM
198
Baker Tilly Wealth Management
Wisconsin
$2.34M -$30.5K -655 -1%
SIA
199
Strategic Investment Advisors
Michigan
$2.31M +$141K +3,016 +6%
FHB
200
First Hawaiian Bank
Hawaii
$2.28M +$441K +9,470 +24%
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