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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

462 hedge funds and large institutions have $7.39B invested in SPDR Portfolio S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 143 reducing their positions, and 30 closing their positions.

Holders
462
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
8.07%
Holding in Top 10
85
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.97%
% of All Funds
1.48%
New
44
Increased
226
Reduced
143
Closed
30
Calls
$3.6M
Puts
$513K
Net Calls
+$3.09M
Net Calls Change
+$1.38M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$84.6M
2
AWM
2
AE Wealth Management
Kansas
$172M
3
PAG
3
Private Advisor Group
New Jersey
$149M
4
ARC
4
Advisor Resource Council
Texas
$46.7M
5
Ameriprise
5
Ameriprise
Minnesota
$174M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$582M
2
GWM
2
Geneos Wealth Management
Colorado
$1.99M
3
APC
3
Aspire Private Capital
North Carolina
$831K
4
Wells Fargo
4
Wells Fargo
California
$83.8M
5
VFA
5
Voya Financial Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$697M 13,838,709 +697,991 +5%
SMM
2
Stadion Money Management
Georgia
$582M 11,555,716 -1,421,732 -11%
Bank of America
3
Bank of America
North Carolina
$558M 11,078,855 +634,772 +6%
LPL Financial
4
LPL Financial
California
$306M 6,071,155 +617,308 +11%
AssetMark Inc
5
AssetMark Inc
California
$294M 5,836,538 -134,140 -2%
Financial Engines Advisors
6
Financial Engines Advisors
California
$233M 4,633,952 +292,354 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$184M 3,661,939 +290,739 +9%
Ameriprise
8
Ameriprise
Minnesota
$174M 3,452,845 +773,430 +29%
AWM
9
AE Wealth Management
Kansas
$172M 3,418,567 +1,253,177 +58%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$172M 3,408,235 +76,523 +2%
PAG
11
Private Advisor Group
New Jersey
$149M 2,952,379 +1,077,935 +58%
CCMG
12
Clark Capital Management Group
Pennsylvania
$140M 2,775,781 +616,516 +29%
5L
13
55I LLC
Massachusetts
$127M 2,514,947 +614,535 +32%
Osaic Holdings
14
Osaic Holdings
Arizona
$125M 2,474,823 +123,882 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$100M 1,986,755 +130,208 +7%
PWA
16
Peterson Wealth Advisors
Utah
$93.9M 1,864,845 +130,548 +8%
TC
17
Trilogy Capital
California
$88.3M 1,717,535 -43,261 -2%
BCM
18
Brookstone Capital Management
Illinois
$84.6M 1,651,359 +1,651,359 New
Wells Fargo
19
Wells Fargo
California
$83.8M 1,665,022 -254,176 -13%
CAL
20
Capital Analysts LLC
Pennsylvania
$80.9M 1,608,169 -60,686 -4%
ACM
21
AlphaStar Capital Management
North Carolina
$77.4M 1,537,289 +32,218 +2%
Morgan Stanley
22
Morgan Stanley
New York
$76.5M 1,520,027 +6,594 +0.4%
KW
23
KWB Wealth
California
$68.7M 1,473,254 -4,641 -0.3%
G
24
GenTrust
Florida
$67.3M 1,337,785 +43,943 +3%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$66.7M 1,325,312 +123,886 +10%
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