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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 %
CWS
301
Confluence Wealth Services
Pennsylvania
$1.49M +$569K +11,530 +62%
WT
302
Whittier Trust
California
$1.49M +$56.8K +1,280 +4%
VIP
303
Vantage Investment Partners
Missouri
$1.43M +$88.7K +2,000 +7%
OIA
304
OneDigital Investment Advisors
Kansas
$1.41M +$335K +7,560 +31%
CA
305
CGN Advisors
Kansas
$1.41M -$453K -10,207 -24%
RMAM
306
Raab & Moskowitz Asset Management
New Jersey
$1.4M -$43.8K -988 -3%
ACM
307
Altrius Capital Management
North Carolina
$1.38M +$1.38M +31,110 New
SSW
308
Stone Summit Wealth
Florida
$1.34M -$195K -4,390 -13%
MPCL
309
My Personal CFO LLC
Washington
$1.33M – – –
PIA
310
Pinion Investment Advisors
Kansas
$1.33M -$163K -3,674 -11%
SF
311
Safeguard Financial
Wisconsin
$1.31M -$16.8K -380 -1%
BCFS
312
Butensky & Cohen Financial Security
Florida
$1.3M +$1.3M +29,408 New
Stifel Financial
313
Stifel Financial
Missouri
$1.3M +$50.2K +1,133 +4%
MWM
314
Meridian Wealth Management
Kentucky
$1.29M +$1.29M +29,021 New
MFG
315
Merit Financial Group
Georgia
$1.29M +$1.29M +28,978 New
VIM
316
Vista Investment Management
Pennsylvania
$1.28M +$149K +3,370 +13%
PFA
317
Professional Financial Advisors
Nebraska
$1.27M +$391K +8,821 +44%
FC
318
Forte Capital
New York
$1.26M -$274K -6,182 -18%
FCC
319
Flower City Capital
New York
$1.25M – – –
BFG
320
Beacon Financial Group
Texas
$1.24M +$715K +15,739 +137%
AAS
321
Avantax Advisory Services
Texas
$1.24M +$229K +5,168 +23%
AWM
322
Avior Wealth Management
Nebraska
$1.22M -$24.7K -557 -2%
NS
323
Newman & Schimel
Illinois
$1.22M +$44.3K +1,000 +4%
Northern Trust
324
Northern Trust
Illinois
$1.22M -$134K -3,020 -10%
WF
325
Wayfinding Financial
Washington
$1.2M +$90.6K +2,045 +8%
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