SPLG icon

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 %
TPA
351
Trivium Point Advisory
Connecticut
$906K -$150K -3,273 -14%
NFG
352
Nations Financial Group
Iowa
$894K -$1M -22,657 -53%
CPIG
353
Chicago Partners Investment Group
Illinois
$894K +$176K +3,638 +25%
MWC
354
MBM Wealth Consultants
Missouri
$887K +$887K +20,003 New
TVAMP
355
Tennessee Valley Asset Management Partners
Tennessee
$877K +$386K +8,692 +78%
IA
356
Insight Advisors
Pennsylvania
$872K -$53.6K -1,101 -6%
SWMG
357
Sanchez Wealth Management Group
Florida
$855K +$8.78K +198 +1%
LWMNY
358
Landmark Wealth Management (New York)
New York
$853K -$948K -21,380 -53%
WP
359
WealthSource Partners
California
$851K +$15.1K +341 +2%
FWM
360
Fingerlakes Wealth Management
New York
$842K +$13.4K +303 +2%
CB
361
Community Bank
New York
$832K -$14.8K -335 -2%
SA
362
Stewardship Advisors
Pennsylvania
$825K +$3.55K +80 +0.4%
SFG
363
Sovereign Financial Group
Connecticut
$815K +$44 +1 +0%
B
364
Bensler
Washington
$804K +$481K +10,856 +149%
SFM
365
Signet Financial Management
New Jersey
$787K -$887 -20 -0.1%
DADC
366
D.A. Davidson & Co
Montana
$770K -$1.02K -23 -0.1%
RCM
367
Raleigh Capital Management
North Carolina
$761K -$54.5K -1,196 -7%
CA
368
Corrado Advisors
New Jersey
$757K -$32.8K -740 -4%
ASN
369
Advisory Services Network
Georgia
$740K -$234K -5,275 -24%
TA
370
TrueWealth Advisors
Alabama
$739K +$739K +16,657 New
CWMGP
371
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$728K +$26.4K +595 +4%
AAS
372
Ameritas Advisory Services
Nebraska
$722K +$28.9K +651 +4%
MA
373
MKT Advisors
California
$721K -$260K -5,748 -26%
D
374
Dentgroup
Louisiana
$716K +$51K +1,151 +8%
RSWM
375
Robertson Stephens Wealth Management
California
$712K -$44.8K -1,011 -6%
13 14
15
16 17