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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 %
FWA
326
Freedom Wealth Alliance
Wisconsin
$2.01M +$2.01M +44,669 New
IFPG
327
Intrepid Financial Planning Group
Indiana
$2M -$627K -13,938 -24%
FFA
328
Fragasso Financial Advisors
Pennsylvania
$1.96M +$863K +19,184 +78%
SS
329
Simplicity Solutions
Minnesota
$1.95M +$1.95M +43,400 New
VC
330
Vicus Capital
Pennsylvania
$1.93M +$99.1K +2,203 +5%
WFAG
331
Worth Financial Advisory Group
North Carolina
$1.92M +$1.92M +42,699 New
FWI
332
Facet Wealth Inc
Maryland
$1.9M -$880K -18,348 -32%
AC
333
Apella Capital
Connecticut
$1.87M +$1.87M +41,526 New
FC
334
Financial Consulate
Maryland
$1.87M -$11K -245 -0.6%
LA
335
LexAurum Advisors
Kansas
$1.85M +$97K +2,156 +6%
GT
336
Greenleaf Trust
Michigan
$1.85M – – –
BFA
337
Beacon Financial Advisory
Ohio
$1.85M +$28.3K +629 +2%
BCMO
338
Buckingham Capital Management (Ohio)
Ohio
$1.82M +$1.57M +34,974 +650%
WFC
339
Western Financial Corp
California
$1.81M +$5.94K +132 +0.3%
ECA
340
Elevated Capital Advisors
Utah
$1.81M -$15.3K -341 -0.8%
MF
341
Meridian Financial
Massachusetts
$1.8M +$13.7K +305 +0.8%
Stifel Financial
342
Stifel Financial
Missouri
$1.77M +$439K +9,751 +33%
MA
343
MONECO Advisors
Connecticut
$1.74M -$170K -3,786 -9%
MA
344
MAS Advisors
Florida
$1.69M – – –
Northern Trust
345
Northern Trust
Illinois
$1.63M +$277K +6,153 +21%
WCA
346
Westover Capital Advisors
Delaware
$1.61M -$30.4K -676 -2%
AA
347
Alesco Advisors
New York
$1.61M +$6.16K +137 +0.4%
HSG
348
Helen Stephens Group
Texas
$1.6M -$283K -6,300 -15%
PTC
349
Private Trust Company
Ohio
$1.6M +$522K +11,595 +49%
VVP
350
Venture Visionary Partners
Ohio
$1.57M +$1.57M +34,859 New
12 13
14
15 16