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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 %
SEA
301
Stegent Equity Advisors
Texas
$1.81M +$12.3K +232 +0.7%
SCM
302
Southport Capital Management
Tennessee
$1.8M -$1.48M -27,799 -45%
PIA
303
Pinion Investment Advisors
Kansas
$1.79M -$75.7K -1,426 -4%
LWMM
304
Legacy Wealth Management (Mississippi)
Mississippi
$1.76M +$1.76M +33,157 New
RMAM
305
Raab & Moskowitz Asset Management
New Jersey
$1.73M -$214K -4,027 -11%
WT
306
Whittier Trust
California
$1.72M +$1.72M +32,339 New
IWA
307
Intercontinental Wealth Advisors
Texas
$1.71M +$671K +12,625 +65%
MA
308
MAS Advisors
Florida
$1.7M +$355K +6,574 +26%
MF
309
Meridian Financial
Massachusetts
$1.7M +$211K +3,970 +14%
MA
310
MONECO Advisors
Connecticut
$1.7M +$734K +13,805 +76%
Geode Capital Management
311
Geode Capital Management
Massachusetts
$1.69M -$1.68M – –
Northern Trust
312
Northern Trust
Illinois
$1.62M – – –
FWM
313
Frontier Wealth Management
Missouri
$1.61M -$1.32M -25,548 -45%
VIP
314
Vantage Investment Partners
Missouri
$1.6M +$405K +7,619 +34%
CIAS
315
CFS Investment Advisory Services
New Jersey
$1.6M +$1.57M +83,473,098 +5,798%
MPCL
316
My Personal CFO LLC
Washington
$1.59M – – –
SF
317
Safeguard Financial
Wisconsin
$1.59M +$1.59M +29,931 New
FCC
318
Flower City Capital
New York
$1.5M -$101K -1,910 -6%
Stifel Financial
319
Stifel Financial
Missouri
$1.5M -$6.32K -119 -0.4%
AWM
320
Avior Wealth Management
Nebraska
$1.5M -$153K -2,887 -9%
DC
321
Davenport & Co
Virginia
$1.41M -$281K -5,298 -17%
NS
322
Newman & Schimel
Illinois
$1.41M +$398K +7,494 +39%
NFP
323
Narus Financial Partners
Utah
$1.37M +$1.37M +25,697 New
VIM
324
Vista Investment Management
Pennsylvania
$1.35M -$45.6K -858 -3%
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$1.34M -$1.09M -20,276 -45%
11 12
13
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