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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 %
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.56M – – –
AAS
352
Avantax Advisory Services
Texas
$1.55M +$398K +8,840 +35%
WT
353
Whittier Trust
California
$1.52M – – –
JFA
354
JNBA Financial Advisors
Minnesota
$1.51M -$83.2K -1,850 -5%
ERIM
355
Eagle Ridge Investment Management
Connecticut
$1.48M +$1.48M +32,875 New
PWA
356
PCG Wealth Advisors
Kansas
$1.46M -$891K -19,815 -38%
VIP
357
Vantage Investment Partners
Missouri
$1.45M – – –
OPOWM
358
One Plus One Wealth Management
Florida
$1.44M +$1.16M +25,768 +415%
BCFS
359
Butensky & Cohen Financial Security
Florida
$1.43M +$54.3K +1,207 +4%
SSW
360
Stone Summit Wealth
Florida
$1.4M +$37.2K +826 +3%
FIA
361
Foundations Investment Advisors
Arizona
$1.39M +$1.39M +30,951 New
RMAM
362
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$1.08K -24 -0.1%
MA
363
MKT Advisors
California
$1.38M +$269K +5,779 +24%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$1.37M -$1.27M -28,180 -48%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$1.36M – – –
RB
366
Renasant Bank
Mississippi
$1.35M +$1.35M +30,090 New
MPCL
367
My Personal CFO LLC
Washington
$1.35M – – –
MWM
368
Meridian Wealth Management
Kentucky
$1.35M +$57.8K +1,284 +4%
SF
369
Safeguard Financial
Wisconsin
$1.34M +$13.6K +303 +1%
HJMC
370
Hellman Jordan Management Company
Massachusetts
$1.33M -$4.75M -105,568 -78%
VIM
371
Vista Investment Management
Pennsylvania
$1.32M +$450 +10 +0%
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$1.31M +$41.4K +918 +3%
CAAS
373
Capital Asset Advisory Services
Michigan
$1.3M +$1.3M +28,875 New
BFG
374
Beacon Financial Group
Texas
$1.3M -$1.76K -39 -0.1%
FC
375
Forte Capital
New York
$1.29M -$14.3K -318 -1%
13 14
15
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