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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 %
RIG
201
Roosevelt Investment Group
New York
$4.84M -$15.9M -285,451 -77%
CCM
202
Condor Capital Management
New Jersey
$4.84M -$562K -10,063 -10%
BSG
203
Black Swift Group
Colorado
$4.83M +$2.2M +39,450 +84%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$4.79M +$857K +15,343 +22%
AWA
205
ARQ Wealth Advisors
Arizona
$4.63M -$391K -7,006 -8%
IWN
206
Independent Wealth Network
Iowa
$4.51M +$110K +1,974 +3%
FTUS
207
Flow Traders U.S.
New York
$4.44M +$2.81M +50,258 +172%
WP
208
WealthPLAN Partners
Nebraska
$4.41M +$595K +11,238 +16%
LNC
209
Lincoln National Corp
Pennsylvania
$4.35M +$15.7K +281 +0.4%
FCI
210
Financial Counselors Inc
Kansas
$4.33M -$184K -3,300 -4%
BWM
211
BlackDiamond Wealth Management
New York
$4.3M +$4.3M +76,987 New
AAM
212
Ameraudi Asset Management
New York
$4.26M -$70.2K -1,257 -2%
SFP
213
Shepherd Financial Partners
Massachusetts
$4.18M +$4.64K +83 +0.1%
OWA
214
Outlook Wealth Advisors
Texas
$4.14M +$22.1K +396 +0.5%
IRC
215
Investors Research Corp
Georgia
$4.07M +$1.05M +18,838 +35%
FHA
216
Flagship Harbor Advisors
Massachusetts
$4.06M -$1.42M -25,380 -26%
TWM
217
Trinity Wealth Management
Pennsylvania
$4.06M +$205K +3,665 +5%
GF
218
Goodman Financial
Texas
$3.97M +$2.01K +36 +0.1%
CB
219
Community Bank
New York
$3.9M +$1.72M +30,850 +79%
SW
220
Simplicity Wealth
New Jersey
$3.86M +$3.86M +69,106 New
Lido Advisors
221
Lido Advisors
California
$3.83M -$296K -5,300 -7%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$3.83M +$3.83M +68,620 New
CCM
223
Coldstream Capital Management
Washington
$3.82M +$1.49M +26,729 +64%
Renaissance Technologies
224
Renaissance Technologies
New York
$3.69M +$938K +16,800 +34%
HSG
225
Helen Stephens Group
Texas
$3.59M +$3.59M +64,232 New
7 8
9
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