SPLG icon

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 %
K
176
Kemper
Illinois
$6.33M -$4.81M -86,129 -43%
DWM
177
Denver Wealth Management
Colorado
$6.33M +$6.33M +113,415 New
MA
178
MJP Associates
Connecticut
$6.32M -$36K -641 -0.6%
FWP
179
Firethorn Wealth Partners
Georgia
$6.31M +$6.31M +112,938 New
EH
180
Equitable Holdings
New York
$6.21M +$1.2M +21,535 +24%
T
181
TCWP
Ohio
$6.21M +$6.21M +111,142 New
CI
182
CX Institutional
Indiana
$6.19M -$5.95M -106,630 -49%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$6.16M -$119K -2,126 -2%
MWM
184
Maripau Wealth Management
Indiana
$6.16M +$6.16M +116,614 New
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$5.99M +$896K +16,053 +18%
CF
186
Centaurus Financial
California
$5.97M +$43.8K +784 +0.7%
BAM
187
Belpointe Asset Management
Nevada
$5.87M -$783K -14,016 -12%
EGA
188
E&G Advisors
Texas
$5.83M -$32.6K -584 -0.6%
CIA
189
Compass Ion Advisors
Pennsylvania
$5.74M +$18.7K +335 +0.3%
AIA
190
Acute Investment Advisory
Arizona
$5.52M +$5.52M +98,907 New
CPA
191
Capital Planning Advisors
California
$5.44M +$253K +4,537 +5%
SPI
192
Sutton Place Investors
New York
$5.33M +$5.33M +95,543 New
TC
193
TownSquare Capital
Utah
$5.25M +$1.68M +30,016 +47%
CAG
194
Csenge Advisory Group
Florida
$5.17M +$66.1K +1,306 +1%
SAM
195
Strategic Asset Management
Minnesota
$5.1M +$503K +9,009 +11%
CWA
196
Clarus Wealth Advisors
Arizona
$5.09M +$50.7K +915 +1%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$5.03M -$4.13M -73,987 -45%
PWPS
198
Pinnacle Wealth Planning Services
Ohio
$4.94M -$529K -9,469 -10%
BTWM
199
Baker Tilly Wealth Management
Wisconsin
$4.92M +$252K +4,513 +5%
OPS
200
Orion Portfolio Solutions
Nebraska
$4.86M +$2.3M +41,238 +90%
6 7
8
9 10