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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$816M
2
Creative Planning
2
Creative Planning
Kansas
$1.16B
3
LPL Financial
3
LPL Financial
California
$556M
4
5L
4
55I LLC
Massachusetts
$262M
5
AWM
5
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$414M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
G
3
GenTrust
Florida
$11.3M
4
GI
4
Gradient Investments
Minnesota
$112M
5
ACM
5
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
251
Cerity Partners OCIO
New York
$2.81M -$56K -1,055 -2%
CCG
252
Capital CS Group
California
$2.75M +$941K +17,701 +52%
CFGF
253
Compass Financial Group (Florida)
Florida
$2.74M -$23K -433 -0.8%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$2.69M -$438K -8,236 -14%
IA
255
IFG Advisory
Georgia
$2.65M +$4.46K +84 +0.2%
PA
256
PFG Advisors
Arizona
$2.65M +$554K +10,435 +26%
FEG
257
Financial Enhancement Group
Indiana
$2.64M -$80.9K -1,523 -3%
SWM
258
SFG Wealth Management
Maryland
$2.62M +$443K +8,330 +20%
MSAM
259
Moloney Securities Asset Management
Missouri
$2.6M +$819K +15,409 +46%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$570K +10,726 +28%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$2.55M +$158K +2,978 +7%
TDWM
262
Topel & Distasi Wealth Management
California
$2.55M – – –
FC
263
Financial Consulate
Maryland
$2.46M -$28.1K -528 -1%
SPA
264
Sentinel Pension Advisors
Massachusetts
$2.42M +$409K +7,695 +20%
ARC
265
Advisor Resource Council
Texas
$2.41M -$55.3M -1,040,615 -96%
HSG
266
Helen Stephens Group
Texas
$2.41M -$1.01M -18,939 -29%
CA
267
Cetera Advisors
Colorado
$2.37M +$889K +16,722 +60%
SW
268
Simplicity Wealth
New Jersey
$2.34M -$1.33M -25,001 -36%
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.33M +$2.11M +39,684 +939%
TCA
270
Transcend Capital Advisors
New Jersey
$2.31M +$910K +17,118 +65%
NFG
271
Nations Financial Group
Iowa
$2.28M +$47.4K +893 +2%
WCM
272
Wealthcare Capital Management
Virginia
$2.25M +$462K +8,706 +26%
KWM
273
Kingsview Wealth Management
Oregon
$2.25M +$144K +2,717 +7%
AIS
274
American Investment Services
Massachusetts
$2.24M +$19.1K +360 +0.9%
HF
275
HRT Financial
New York
$2.23M +$2.23M +42,055 New
9 10
11
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