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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 %
FCA
176
FLC Capital Advisors
California
$4.37M +$130K +2,572 +3%
CAS
177
Cascadia Advisory Services
Oregon
$4.31M -$192K -3,814 -4%
IWN
178
Independent Wealth Network
Iowa
$4.31M +$4.31M +78,747 New
SAM
179
Strategic Asset Management
Minnesota
$4.25M +$4.25M +82,313 New
BTWM
180
Baker Tilly Wealth Management
Wisconsin
$4.22M +$1.29M +25,621 +44%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$4.09M +$2.04M +40,479 +100%
FCI
182
Financial Counselors Inc
Kansas
$4.08M – – –
VIA
183
Vickerman Investment Advisors
Washington
$4.05M +$4.05M +80,267 New
WP
184
WealthPLAN Partners
Nebraska
$3.97M +$522K +9,475 +15%
AAM
185
Ameraudi Asset Management
New York
$3.92M -$64.2K -1,272 -2%
LNC
186
Lincoln National Corp
Pennsylvania
$3.91M +$936K +18,556 +31%
FHC
187
First Heartland Consultants
Missouri
$3.87M +$457K +9,049 +13%
SFP
188
Shepherd Financial Partners
Massachusetts
$3.77M -$7.73K -153 -0.2%
Lido Advisors
189
Lido Advisors
California
$3.73M +$3.73M +73,971 New
OWA
190
Outlook Wealth Advisors
Texas
$3.72M -$98.1K -1,944 -3%
GF
191
Goodman Financial
Texas
$3.59M +$18.3K +363 +0.5%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$3.55M +$3.55M +70,440 New
TWM
193
Trinity Wealth Management
Pennsylvania
$3.48M +$52.3K +1,036 +2%
SCM
194
Southport Capital Management
Tennessee
$3.43M -$290K -5,745 -8%
HWMA
195
Heritage Wealth Management (Arizona)
Arizona
$3.33M -$695K -13,780 -17%
PFG
196
Pacific Financial Group
Washington
$3.3M +$1.56M +30,920 +90%
WAS
197
Wealth Advisory Solutions
Indiana
$3.23M -$205K -4,066 -6%
TC
198
TownSquare Capital
Utah
$3.23M +$287K +5,697 +10%
CPW
199
Catalyst Private Wealth
California
$3.2M -$26.1K -518 -0.8%
FWM
200
Frontier Wealth Management
Missouri
$3.2M -$249K -4,938 -7%
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