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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$133M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$69.3M
4
TLIC
Taiyo Life Insurance Company
Japan
+$53.1M
5
5L
55I LLC
Massachusetts
+$43.4M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$72.8M
2
Bank of America
Bank of America
North Carolina
-$58.1M
3
WAOI
Wealth Advisors of Iowa
Iowa
-$51M
4
AssetMark Inc
AssetMark Inc
California
-$37.3M
5
State Street
State Street
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
251
GenTrust
Florida
$2.87M – – –
EGA
252
E&G Advisors
Texas
$2.86M -$32.2K -768 -1%
CWM
253
Congress Wealth Management
Massachusetts
$2.86M +$489K +11,654 +21%
AWM
254
Aspire Wealth Management
Massachusetts
$2.81M +$153K +3,652 +6%
TFA
255
Teamwork Financial Advisors
Texas
$2.8M -$263K -6,258 -9%
WEG
256
World Equity Group
Illinois
$2.76M +$1.39K +33 +0.1%
CWS
257
Cypress Wealth Services
California
$2.73M +$2.51M +58,879 +1,165%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$2.72M +$61.7K +1,469 +2%
OWA
259
Outlook Wealth Advisors
Texas
$2.69M -$111K -2,634 -4%
D
260
Dentgroup
Louisiana
$2.64M +$1.96M +46,684 +289%
MSAM
261
Moloney Securities Asset Management
Missouri
$2.63M +$201K +4,775 +8%
ULWM
262
Upper Left Wealth Management
Florida
$2.6M -$208K -568 -7%
FWI
263
Facet Wealth Inc
Maryland
$2.59M +$34.3K +768 +1%
CGFA
264
Colton Groome Financial Advisors
North Carolina
$2.55M +$2.55M +60,615 New
AF
265
Aldebaran Financial
$2.54M +$17.7K +416 +0.7%
TCA
266
Transcend Capital Advisors
New Jersey
$2.54M +$803K +19,123 +46%
CPW
267
Catalyst Private Wealth
California
$2.52M -$5.08K -121 -0.2%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$2.46M -$647K -15,404 -21%
IFPG
269
Intrepid Financial Planning Group
Indiana
$2.45M -$20.1K -479 -0.8%
Two Sigma Investments
270
Two Sigma Investments
New York
$2.42M +$206K +4,900 +9%
MCC
271
Money Concepts Capital
Florida
$2.42M -$196K -4,657 -7%
CFGF
272
Compass Financial Group (Florida)
Florida
$2.42M -$22.6K -479 -0.9%
NS
273
Newman & Schimel
Illinois
$2.39M +$1.23M +29,258 +106%
BPA
274
Beacon Pointe Advisors
California
$2.36M -$384K -9,135 -14%
RFG
275
Range Financial Group
Oregon
$2.36M -$32.4K -771 -1%
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