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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.

New
Increased
Maintained
Reduced
Closed
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
APTFM
3
AGUR Provident & Training Funds Management
Israel
$88.1M
4
OIA
4
OneDigital Investment Advisors
Kansas
$112M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

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 Holding Trade Value Shares
Change 		Shares
Change %
RFG
301
Range Financial Group
Oregon
$2.53M +$1.48K +33 +0.1%
EFL
302
ERn Financial LLC
Wisconsin
$2.51M +$44.2K +983 +2%
RSA
303
River Street Advisors
Illinois
$2.5M +$2.5M +55,678 New
KCM
304
Kanawha Capital Management
Virginia
$2.5M +$2.5M +55,596 New
VIA
305
Vickerman Investment Advisors
Washington
$2.43M -$818K -18,180 -25%
TCA
306
Transcend Capital Advisors
New Jersey
$2.43M -$288K -6,393 -11%
EIA
307
Eldridge Investment Advisors
New Hampshire
$2.38M -$1.1M -24,542 -32%
CPW
308
Catalyst Private Wealth
California
$2.38M -$322K -7,151 -12%
WCM
309
Wealthcare Capital Management
Virginia
$2.35M +$437K +9,716 +23%
PFA
310
Pinnacle Family Advisors
Missouri
$2.35M -$14.9K -331 -0.6%
ULWM
311
Upper Left Wealth Management
Florida
$2.33M +$2.01M +44,784 +629%
VA
312
Valmark Advisers
Ohio
$2.31M +$1.74M +38,593 +303%
PSCM
313
Per Stirling Capital Management
Texas
$2.28M +$2.28M +50,705 New
SPA
314
Sentinel Pension Advisors
Massachusetts
$2.25M -$46.6K -1,036 -2%
HAG
315
HF Advisory Group
Maryland
$2.24M +$2.24M +49,816 New
T
316
TRUADVICE
Florida
$2.24M -$113K -2,425 -5%
CTFG
317
Capstone Triton Financial Group
Oklahoma
$2.21M +$11.2K +248 +0.5%
AIS
318
American Investment Services
Massachusetts
$2.2M +$151K +3,352 +7%
TDWM
319
Topel & Distasi Wealth Management
California
$2.15M – – –
CFG
320
Cooper Financial Group
California
$2.15M +$105K +2,324 +5%
T
321
TrueFG
Texas
$2.12M +$156K +3,469 +8%
WFAG
322
Wescott Financial Advisory Group
Pennsylvania
$2.08M +$267K +5,938 +15%
CM
323
Churchill Management
California
$2.07M +$2.07M +46,041 New
IWA
324
Intercontinental Wealth Advisors
Texas
$2.06M -$246K -5,462 -11%
B
325
Bensler
Washington
$2.06M +$332K +7,387 +19%
11 12
13
14 15