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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.1B invested in SPDR Portfolio S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 278 increasing their positions, 212 reducing their positions, and 44 closing their positions.

Holders
694
Holders Change
+67
Holders Change %
+10.69%
% of All Funds
11.2%
Holding in Top 10
145
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.54%
% of All Funds
2.34%
New
127
Increased
278
Reduced
212
Closed
44
Calls
$24.2M
Puts
$7.97M
Net Calls
+$16.2M
Net Calls Change
+$2.48M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$273M
3
MWM
3
Moran Wealth Management
Florida
$111M
4
APTFM
4
AGUR Provident & Training Funds Management
Israel
$88.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$112M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$74.3M
2
Bank of America
2
Bank of America
North Carolina
$213M
3
Creative Planning
3
Creative Planning
Kansas
$1.08B
4
ACG
4
Allen Capital Group
Nebraska
$0
5
FCA
5
FLC Capital Advisors
California
$3.17M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
276
FLC Capital Advisors
California
$3.17M 70,372 -381,394 -84%
AA
277
Altman Advisors
Illinois
$3.09M 66,519 +66,519 New
G
278
GenTrust
Florida
$3.07M 68,300 – –
EGA
279
E&G Advisors
Texas
$3.06M 67,994 -93 -0.1%
LFA
280
LGT Financial Advisors
Texas
$3.02M 67,240 +67,240 New
PAG
281
Private Advisor Group
New Jersey
$3.02M 2,853,697 -762,013 -21%
SWA
282
Stratos Wealth Advisors
Ohio
$3.02M 67,086 -27,951 -29%
MCC
283
Money Concepts Capital
Florida
$3.01M 66,903 +9,320 +16%
TFA
284
Teamwork Financial Advisors
Texas
$2.95M 65,597 -1,011 -2%
IA
285
IFG Advisory
Georgia
$2.95M 65,545 -4,601 -7%
FEG
286
Financial Enhancement Group
Indiana
$2.92M 60,486 +4,735 +8%
WEG
287
World Equity Group
Illinois
$2.9M 64,559 -1,225 -2%
CPIG
288
Chicago Partners Investment Group
Illinois
$2.9M 59,429 +12,113 +26%
CWM
289
Congress Wealth Management
Massachusetts
$2.89M 64,212 -3,787 -6%
JF
290
JSF Financial
California
$2.88M 63,962 +63,962 New
Bank of New York Mellon
291
Bank of New York Mellon
New York
$2.84M 63,081 -1,764 -3%
AWM
292
Aspire Wealth Management
Massachusetts
$2.83M 63,021 -3,809 -6%
OWA
293
Outlook Wealth Advisors
Texas
$2.8M 62,146 -1,922 -3%
AAS
294
Annex Advisory Services
Wisconsin
$2.78M 61,756 -147,758 -71%
BPA
295
Beacon Pointe Advisors
California
$2.72M 60,555 +4,413 +8%
CCM
296
Condor Capital Management
New Jersey
$2.67M 59,264 -12,687 -18%
CFGF
297
Compass Financial Group (Florida)
Florida
$2.6M 57,787 +6,706 +13%
BFA
298
Bluestem Financial Advisors
Illinois
$2.54M 56,431 +30,630 +119%
AO
299
Advisor OS
Illinois
$2.53M 56,295 +6,136 +12%
KWM
300
Kingsview Wealth Management
Oregon
$2.53M 56,256 +8,505 +18%
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