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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.

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
1
Bank of America
North Carolina
$748M
2
GI
2
Gradient Investments
Minnesota
$151M
3
LPL Financial
3
LPL Financial
California
$385M
4
BCM
4
Brookstone Capital Management
Illinois
$160M
5
Creative Planning
5
Creative Planning
Kansas
$773M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$535M
2
ARC
2
Advisor Resource Council
Texas
$3.17M
3
FAIM
3
Financial Advocates Investment Management
Washington
$10M
4
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$0
5
AssetMark Inc
5
AssetMark Inc
California
$288M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$773M 15,320,248 +1,481,539 +11%
Bank of America
2
Bank of America
North Carolina
$748M 14,829,611 +3,750,756 +34%
SMM
3
Stadion Money Management
Georgia
$535M 10,604,772 -950,944 -8%
LPL Financial
4
LPL Financial
California
$385M 7,622,174 +1,551,019 +26%
AssetMark Inc
5
AssetMark Inc
California
$288M 5,698,491 -138,047 -2%
Financial Engines Advisors
6
Financial Engines Advisors
California
$238M 4,712,934 +78,982 +2%
AWM
7
AE Wealth Management
Kansas
$198M 3,922,491 +503,924 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$190M 3,771,667 +109,728 +3%
Ameriprise
9
Ameriprise
Minnesota
$177M 3,504,507 +51,662 +1%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$173M 3,425,463 +17,228 +0.5%
CCMG
11
Clark Capital Management Group
Pennsylvania
$168M 3,333,265 +557,484 +20%
BCM
12
Brookstone Capital Management
Illinois
$160M 3,121,021 +1,469,662 +89%
PAG
13
Private Advisor Group
New Jersey
$157M 3,103,268 +150,889 +5%
5L
14
55I LLC
Massachusetts
$152M 3,009,221 +494,274 +20%
GI
15
Gradient Investments
Minnesota
$151M 2,987,183 +2,979,555 +39,061%
Osaic Holdings
16
Osaic Holdings
Arizona
$135M 2,666,950 +192,127 +8%
ACM
17
AlphaStar Capital Management
North Carolina
$131M 2,480,372 +943,083 +61%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$115M 2,288,052 +301,297 +15%
PWA
19
Peterson Wealth Advisors
Utah
$95.6M 1,895,231 +30,386 +2%
TC
20
Trilogy Capital
California
$84.7M 1,678,035 -39,500 -2%
CAL
21
Capital Analysts LLC
Pennsylvania
$84.2M 1,669,536 +61,367 +4%
Wells Fargo
22
Wells Fargo
California
$82.6M 1,637,131 -27,891 -2%
Morgan Stanley
23
Morgan Stanley
New York
$82.1M 1,626,972 +106,945 +7%
KW
24
KWB Wealth
California
$77M 1,526,279 +53,025 +4%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$68.4M 1,355,434 +30,122 +2%
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