SPLG icon

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 %
CCM
251
Coldstream Capital Management
Washington
$2.48M -$562K -12,671 -18%
SOS
252
Silver Oak Securities
Tennessee
$2.46M +$1.62M +34,794 +193%
Truist Financial
253
Truist Financial
North Carolina
$2.44M +$831K +18,741 +52%
EFL
254
ERn Financial LLC
Wisconsin
$2.43M -$26.1K -589 -1%
SGI
255
Summit Global Investments
Utah
$2.42M -$7.07M -159,591 -75%
LWMM
256
Legacy Wealth Management (Mississippi)
Mississippi
$2.38M +$914K +20,612 +62%
Two Sigma Investments
257
Two Sigma Investments
New York
$2.34M +$2.34M +52,800 New
CFGF
258
Compass Financial Group (Florida)
Florida
$2.29M -$1.95K -44 -0.1%
TFA
259
Transamerica Financial Advisors
Florida
$2.28M +$2.28M +51,287 New
SWP
260
Strategic Wealth Partners
Ohio
$2.27M -$314K -7,072 -12%
HWMA
261
Heritage Wealth Management (Arizona)
Arizona
$2.27M -$121K -2,723 -5%
PFA
262
Pinnacle Family Advisors
Missouri
$2.27M -$651K -14,682 -22%
FEG
263
Financial Enhancement Group
Indiana
$2.25M +$47.8K +1,079 +2%
CTFG
264
Capstone Triton Financial Group
Oklahoma
$2.21M +$2.21M +47,101 New
TDWM
265
Topel & Distasi Wealth Management
California
$2.12M – – –
FC
266
Financial Consulate
Maryland
$2.09M +$35.8K +807 +2%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$2.05M -$84.7K -1,910 -4%
SPA
268
Sentinel Pension Advisors
Massachusetts
$2.02M +$5.63K +127 +0.3%
T
269
TRUADVICE
Florida
$2.02M +$47.5K +975 +2%
ODFS
270
O'Donnell Financial Services
California
$2M -$25.6M -577,245 -93%
KWM
271
Kingsview Wealth Management
Oregon
$2M +$120K +2,718 +6%
WCM
272
Wealthcare Capital Management
Virginia
$1.96M +$82.6K +1,863 +4%
Two Sigma Advisers
273
Two Sigma Advisers
New York
$1.95M +$1.95M +43,900 New
HSG
274
Helen Stephens Group
Texas
$1.92M -$85.9K -1,937 -4%
IWA
275
Intercontinental Wealth Advisors
Texas
$1.91M +$490K +11,056 +34%
9 10
11
12 13