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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 %
FEG
276
Financial Enhancement Group
Indiana
$2.34M +$209K +4,975 +10%
EFL
277
ERn Financial LLC
Wisconsin
$2.3M +$1.85K +44 +0.1%
T
278
TRUADVICE
Florida
$2.27M +$400K +8,834 +21%
TDWM
279
Topel & Distasi Wealth Management
California
$2.23M – – –
PFA
280
Pinnacle Family Advisors
Missouri
$2.2M +$57.1K +1,360 +3%
CPO
281
Cerity Partners OCIO
New York
$2.2M -$988K -23,540 -31%
PWA
282
PCG Wealth Advisors
Kansas
$2.2M +$1.15M +27,414 +110%
IWA
283
Intercontinental Wealth Advisors
Texas
$2.16M +$342K +8,157 +19%
SPA
284
Sentinel Pension Advisors
Massachusetts
$2.14M +$223K +5,317 +12%
CPIG
285
Chicago Partners Investment Group
Illinois
$2.11M +$1.29M +28,860 +156%
AO
286
Advisor OS
Illinois
$2.11M -$826K -19,672 -28%
Millennium Management
287
Millennium Management
New York
$2.1M +$335K +7,968 +19%
CTFG
288
Capstone Triton Financial Group
Oklahoma
$2.06M +$78.8K +1,877 +4%
SOS
289
Silver Oak Securities
Tennessee
$2.05M -$609K -12,110 -23%
KWM
290
Kingsview Wealth Management
Oregon
$2.01M +$115K +2,748 +6%
AIS
291
American Investment Services
Massachusetts
$1.92M +$121K +2,884 +7%
CFG
292
Cooper Financial Group
California
$1.91M +$178K +4,249 +10%
HWMA
293
Heritage Wealth Management (Arizona)
Arizona
$1.85M -$301K -7,170 -14%
T
294
TrueFG
Texas
$1.83M +$125K +2,986 +7%
Fidelity Investments
295
Fidelity Investments
Massachusetts
$1.81M -$122K -2,911 -6%
WCM
296
Wealthcare Capital Management
Virginia
$1.79M -$67.8K -1,614 -4%
MA
297
MONECO Advisors
Connecticut
$1.78M +$70.5K +1,678 +4%
HSG
298
Helen Stephens Group
Texas
$1.76M -$61.4K -1,462 -3%
FC
299
Financial Consulate
Maryland
$1.75M -$228K -5,422 -11%
TSS
300
Two Sigma Securities
New York
$1.74M +$1.74M +41,412 New
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