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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.

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
1
Bank of America
North Carolina
$487M
2
AWM
2
AE Wealth Management
Kansas
$101M
3
G
3
GenTrust
Florida
$59.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$16.6M
2
SMM
2
Stadion Money Management
Georgia
$605M
3
SW
3
SteelPeak Wealth
California
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$612M 13,140,718 +1,052,265 +9%
SMM
2
Stadion Money Management
Georgia
$605M 12,977,448 -619,127 -5%
Bank of America
3
Bank of America
North Carolina
$487M 10,444,083 +9,224,767 +757%
AssetMark Inc
4
AssetMark Inc
California
$278M 5,970,678 -224,687 -4%
LPL Financial
5
LPL Financial
California
$254M 5,453,847 +168,814 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$202M 4,341,598 +367,300 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M 3,371,200 -15,858 -0.5%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$155M 3,331,712 +107,133 +3%
Ameriprise
9
Ameriprise
Minnesota
$125M 2,679,415 +1,104,625 +70%
Osaic Holdings
10
Osaic Holdings
Arizona
$110M 2,350,941 +90,198 +4%
AWM
11
AE Wealth Management
Kansas
$101M 2,165,390 +1,444,195 +200%
CCMG
12
Clark Capital Management Group
Pennsylvania
$101M 2,159,265 +1,089,556 +102%
Wells Fargo
13
Wells Fargo
California
$89.5M 1,919,198 -127,858 -6%
5L
14
55I LLC
Massachusetts
$88.6M 1,900,412 +500,773 +36%
PAG
15
Private Advisor Group
New Jersey
$87.4M 1,874,444 +1,071,730 +134%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$86.5M 1,856,547 +255,354 +16%
TC
17
Trilogy Capital
California
$82.1M 1,760,796 +76,197 +5%
PWA
18
Peterson Wealth Advisors
Utah
$80.8M 1,734,297 +53,419 +3%
CAL
19
Capital Analysts LLC
Pennsylvania
$77.8M 1,668,855 +25,933 +2%
Morgan Stanley
20
Morgan Stanley
New York
$70.5M 1,513,433 +103,417 +7%
ACM
21
AlphaStar Capital Management
North Carolina
$70.2M 1,505,071 -14,727 -1%
KW
22
KWB Wealth
California
$68.9M 1,477,895 +117,996 +9%
G
23
GenTrust
Florida
$59.2M 1,293,842 +1,293,842 New
GWM
24
Geneos Wealth Management
Colorado
$56.6M 1,154,645 +43,908 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$56.6M 1,201,426 +152,379 +15%
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