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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
Bank of America
North Carolina
$816M
2
Creative Planning
Creative Planning
Kansas
$1.16B
3
LPL Financial
LPL Financial
California
$556M
4
5L
55I LLC
Massachusetts
$262M
5
AWM
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$414M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
G
GenTrust
Florida
$11.3M
4
GI
Gradient Investments
Minnesota
$112M
5
ACM
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
351
Cahill Financial Advisors
Minnesota
$1.03M -$397K -7,468 -28%
SS
352
Simplicity Solutions
Minnesota
$1.02M +$1.02M +19,170 New
HSA
353
HBK Sorce Advisory
Pennsylvania
$1.02M -$564K -10,610 -36%
MA
354
MKT Advisors
California
$1.02M +$401K +8,554 +65%
CB
355
Community Bank
New York
$1.02M -$2.7M -50,800 -73%
SWMG
356
Sanchez Wealth Management Group
Florida
$1.01M -$8.92K -168 -0.9%
IA
357
Insight Advisors
Pennsylvania
$1.01M +$83.7K +1,574 +9%
WP
358
WealthSource Partners
California
$1M +$22.9K +431 +2%
FWM
359
Fingerlakes Wealth Management
New York
$993K +$30.8K +580 +3%
CWS
360
Confluence Wealth Services
Pennsylvania
$992K +$304K +5,730 +44%
SA
361
Stewardship Advisors
Pennsylvania
$985K -$196K -3,692 -17%
SFG
362
Sovereign Financial Group
Connecticut
$977K +$484K +9,105 +98%
RCM
363
Raleigh Capital Management
North Carolina
$951K +$72K +1,356 +8%
SOS
364
Silver Oak Securities
Tennessee
$951K +$951K +18,064 New
CA
365
Corrado Advisors
New Jersey
$946K -$64.2K -1,208 -6%
SFM
366
Signet Financial Management
New Jersey
$944K +$14.7K +277 +2%
CIAS
367
Capital Investment Advisory Services
North Carolina
$935K -$4.99K -94 -0.5%
DADC
368
D.A. Davidson & Co
Montana
$924K -$46.2K -870 -5%
AWM
369
Axxcess Wealth Management
California
$917K +$115K +2,161 +14%
RSWM
370
Robertson Stephens Wealth Management
California
$907K – – –
DAM
371
Derbend Asset Management
Georgia
$888K – – –
LMKC
372
L.M. Kohn & Company
Ohio
$879K +$879K +16,534 New
HAS
373
HBW Advisory Services
California
$867K +$403K +7,577 +87%
BCI
374
Brinker Capital Investments
Pennsylvania
$852K -$61.6K -1,159 -7%
DRS
375
Deane Retirement Strategies
Louisiana
$843K -$13.6K -255 -2%
13 14
15
16 17