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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$133M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$69.3M
4
TLIC
Taiyo Life Insurance Company
Japan
+$53.1M
5
5L
55I LLC
Massachusetts
+$43.4M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$72.8M
2
Bank of America
Bank of America
North Carolina
-$58.1M
3
WAOI
Wealth Advisors of Iowa
Iowa
-$51M
4
AssetMark Inc
AssetMark Inc
California
-$37.3M
5
State Street
State Street
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
376
Insight Advisors
Pennsylvania
$776K +$24.7K +588 +3%
SFG
377
Sovereign Financial Group
Connecticut
$772K -$126 -3 -0%
ASN
378
Advisory Services Network
Georgia
$772K +$71K +1,690 +10%
OGF
379
Orin Green Financial
California
$767K -$133K -3,173 -15%
TA
380
TrueWealth Advisors
Alabama
$766K +$66.6K +1,586 +10%
AWM
381
Axxcess Wealth Management
California
$762K -$105K -2,497 -12%
DADC
382
D.A. Davidson & Co
Montana
$752K +$22.3K +532 +3%
CC
383
Copperleaf Capital
North Carolina
$751K -$4.57M -108,843 -86%
TPA
384
Trivium Point Advisory
Connecticut
$749K -$121K -2,758 -14%
DC
385
Davenport & Co
Virginia
$746K -$131K -3,113 -15%
SFM
386
Signet Financial Management
New Jersey
$746K – – –
RCM
387
Raleigh Capital Management
North Carolina
$727K +$25.6K +609 +4%
SWMG
388
Sanchez Wealth Management Group
Florida
$724K -$86.1K -2,050 -11%
CA
389
Corrado Advisors
New Jersey
$705K -$11.3K -270 -2%
AWM
390
Accurate Wealth Management
Florida
$699K +$324K +7,512 +87%
CWMGP
391
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$696K +$5.92K +141 +0.9%
MGP
392
Metis Global Partners
California
$690K +$380K +9,047 +122%
PWM
393
Perigon Wealth Management
California
$684K +$202K +4,823 +42%
JSA
394
Jacobson & Schmitt Advisors
Wisconsin
$671K +$1.64K +39 +0.2%
RSWM
395
Robertson Stephens Wealth Management
California
$668K -$6.17K -147 -0.9%
TFA
396
Transamerica Financial Advisors
Florida
$666K -$1.49M -35,437 -69%
NGA
397
Naples Global Advisors
Florida
$658K +$87.4K +2,080 +15%
HWM
398
Hohimer Wealth Management
Washington
$645K +$3.99K +95 +0.6%
SPC
399
Sigma Planning Corp
Michigan
$638K -$2.25M -53,464 -78%
Renaissance Technologies
400
Renaissance Technologies
New York
$638K +$638K +15,200 New
14 15
16
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