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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.

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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65.7M
2
LPL Financial
2
LPL Financial
California
$489M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$211M
4
AWM
4
AE Wealth Management
Kansas
$277M
5
ARC
5
Advisor Resource Council
Texas
$60.6M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$906M 16,231,561 +911,313 +6%
SMM
2
Stadion Money Management
Georgia
$568M 10,166,170 -438,602 -4%
LPL Financial
3
LPL Financial
California
$489M 8,755,570 +1,133,396 +15%
Bank of America
4
Bank of America
North Carolina
$301M 5,386,730 -9,442,881 -64%
AWM
5
AE Wealth Management
Kansas
$277M 4,968,428 +1,045,937 +27%
Financial Engines Advisors
6
Financial Engines Advisors
California
$271M 4,846,685 +133,751 +3%
AssetMark Inc
7
AssetMark Inc
California
$259M 4,632,764 -1,065,727 -19%
CCMG
8
Clark Capital Management Group
Pennsylvania
$231M 4,128,872 +795,607 +24%
Osaic Holdings
9
Osaic Holdings
Arizona
$211M 3,781,841 +1,114,891 +42%
PAG
10
Private Advisor Group
New Jersey
$202M 3,609,776 +506,508 +16%
GI
11
Gradient Investments
Minnesota
$189M 3,386,810 +399,627 +13%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$188M 3,366,014 -59,449 -2%
5L
13
55I LLC
Massachusetts
$186M 3,330,623 +321,402 +11%
Ameriprise
14
Ameriprise
Minnesota
$183M 3,279,971 -224,536 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$171M 3,056,995 -714,672 -19%
BCM
16
Brookstone Capital Management
Illinois
$149M 2,713,899 -407,122 -13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$133M 2,385,563 +97,511 +4%
Morgan Stanley
18
Morgan Stanley
New York
$130M 2,326,299 +699,327 +43%
Wells Fargo
19
Wells Fargo
California
$114M 2,043,618 +406,487 +25%
PWA
20
Peterson Wealth Advisors
Utah
$112M 2,001,845 +106,614 +6%
ACM
21
AlphaStar Capital Management
North Carolina
$106M 1,934,813 -545,559 -22%
TC
22
Trilogy Capital
California
$96.4M 1,726,613 +48,578 +3%
CAL
23
Capital Analysts LLC
Pennsylvania
$94.7M 1,696,674 +27,138 +2%
DJSG
24
D.J. St. Germain
Massachusetts
$89.2M 1,598,265 +759,169 +90%
G
25
GenTrust
Florida
$87.9M 1,649,559 +297,872 +22%
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