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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

619 hedge funds and large institutions have $8.77B invested in SPDR Portfolio S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 202 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
10.47%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.93%
New
68
Increased
276
Reduced
202
Closed
52
Calls
$8.35M
Puts
$5.37M
Net Calls
+$2.97M
Net Calls Change
+$1.55M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$246M
2
Bank of America
Bank of America
North Carolina
+$86.6M
3
WAOI
Wealth Advisors of Iowa
Iowa
+$48.4M
4
AWM
AE Wealth Management
Kansas
+$45.8M
5
WANY
Wealthspire Advisors (New York)
New York
+$39.6M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$3.69B
2
CCMG
Clark Capital Management Group
Pennsylvania
-$106M
3
Ameriprise
Ameriprise
Minnesota
-$55.1M
4
AssetMark Inc
AssetMark Inc
California
-$40M
5
BCM
Brookstone Capital Management
Illinois
-$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
226
Capital Planning Advisors
California
$3.15M -$1.29M -29,109 -29%
GF
227
Goodman Financial
Texas
$3.1M -$3.9K -88 -0.1%
AO
228
Advisor OS
Illinois
$3.1M -$208K -4,690 -6%
EGA
229
E&G Advisors
Texas
$3.05M -$1.48M -33,420 -33%
Citadel Advisors
230
Citadel Advisors
Florida
$3.05M +$2.86M +64,434 +1,498%
SPC
231
Sigma Planning Corp
Michigan
$3.04M +$84.9K +1,914 +3%
G
232
GenTrust
Florida
$3.03M -$6.44M -145,308 -68%
VIA
233
Vickerman Investment Advisors
Washington
$3.01M +$234K +5,284 +8%
FWM
234
Frontier Wealth Management
Missouri
$2.98M +$1.59M +35,815 +114%
OWA
235
Outlook Wealth Advisors
Texas
$2.96M -$302K -6,803 -9%
WEG
236
World Equity Group
Illinois
$2.92M -$1.82M -41,028 -38%
BPA
237
Beacon Pointe Advisors
California
$2.9M -$152K -3,422 -5%
ULWM
238
Upper Left Wealth Management
Florida
$2.9M +$201K +534 +7%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$2.81M -$635K -14,325 -18%
AWM
240
Aspire Wealth Management
Massachusetts
$2.8M +$36.3K +818 +1%
MCC
241
Money Concepts Capital
Florida
$2.79M +$29.2K +651 +1%
CPW
242
Catalyst Private Wealth
California
$2.67M -$22.8K -514 -0.8%
AF
243
Aldebaran Financial
$2.62M -$117K -2,640 -4%
IFPG
244
Intrepid Financial Planning Group
Indiana
$2.61M +$2.61M +58,866 New
MLA
245
My Legacy Advisors
Oregon
$2.6M +$1.67M +36,877 +178%
MSAM
246
Moloney Securities Asset Management
Missouri
$2.56M +$394K +8,895 +18%
FWI
247
Facet Wealth Inc
Maryland
$2.53M +$39.7K +895 +2%
RFG
248
Range Financial Group
Oregon
$2.52M -$5.68K -128 -0.2%
IA
249
IFG Advisory
Georgia
$2.51M +$300K +6,755 +14%
CWM
250
Congress Wealth Management
Massachusetts
$2.5M -$1.21M -27,315 -33%
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