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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 %
JSA
376
Jacobson & Schmitt Advisors
Wisconsin
$707K +$17K +384 +2%
GIA
377
Gladstone Institutional Advisory
Florida
$707K +$124K +2,805 +21%
WI
378
Wintrust Investments
Illinois
$704K +$704K +15,875 New
TF
379
TLWM Financial
Texas
$687K -$192K -4,294 -22%
SWIG
380
Strategic Wealth Investment Group
Kentucky
$686K +$316K +7,119 +85%
NRI
381
NFP Retirement Inc
California
$685K +$158K +3,560 +30%
HWM
382
Hohimer Wealth Management
Washington
$677K +$12.1K +273 +2%
BCI
383
Brinker Capital Investments
Pennsylvania
$676K -$34.7K -783 -5%
FAP
384
Financial Advisory Partners
Florida
$671K +$67K +1,512 +11%
KFP
385
KMG Fiduciary Partners
Ohio
$664K +$664K +14,986 New
WIP
386
WealthCare Investment Partners
Rhode Island
$648K -$24.6K -555 -4%
BC
387
Brio Consultants
California
$646K -$22.5M -504,672 -97%
WWA
388
WC Walker & Associates
California
$636K +$23.5K +519 +4%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$635K +$328K +7,394 +107%
AMM
390
American Money Management
California
$628K +$65.6K +1,480 +12%
UCFA
391
United Capital Financial Advisors
Texas
$627K – – –
CWM
392
Collaborative Wealth Management
Florida
$626K +$626K +14,114 New
OIM
393
Opus Investment Management
Massachusetts
$623K – – –
USCWA
394
U.S. Capital Wealth Advisors
Texas
$607K +$384K +8,647 +172%
MOS
395
MGO One Seven
Ohio
$604K +$577 +13 +0.1%
NGA
396
Naples Global Advisors
Florida
$602K +$17.7K +400 +3%
FFA
397
Fragasso Financial Advisors
Pennsylvania
$597K +$597K +13,464 New
C
398
Certuity
Florida
$580K – – –
VA
399
Valmark Advisers
Ohio
$580K +$222K +5,008 +62%
LIA
400
LBMC Investment Advisors
Tennessee
$580K +$580K +13,077 New
14 15
16
17 18