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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 %
PFA
376
Professional Financial Advisors
Nebraska
$1.29M +$4.86K +108 +0.4%
TCFP
377
Treasure Coast Financial Planning
Florida
$1.26M +$1.26M +27,994 New
PIA
378
Pinion Investment Advisors
Kansas
$1.26M -$61.3K -1,363 -5%
CCM
379
Crew Capital Management
Ohio
$1.25M +$121K +2,683 +11%
TAM
380
TCP Asset Management
Ohio
$1.23M +$1.23M +27,395 New
SEA
381
Stegent Equity Advisors
Texas
$1.2M -$324K -7,200 -21%
TCM
382
Traynor Capital Management
Pennsylvania
$1.18M +$1.18M +26,174 New
NL
383
NWAM LLC
Washington
$1.16M -$223K -4,956 -16%
AIP
384
Ameritas Investment Partners
Nebraska
$1.16M +$1.16M +25,682 +59,726%
Betterment LLC
385
Betterment LLC
New York
$1.13M +$198K +4,408 +21%
CAG
386
Crestwood Advisors Group
Massachusetts
$1.12M +$1.12M +24,909 New
JFG
387
Jefferies Financial Group
New York
$1.12M +$1.12M +24,823 New
CCM
388
Coldstream Capital Management
Washington
$1.09M +$1.09M +24,133 New
ACM
389
Altrius Capital Management
North Carolina
$1.08M -$163K -3,619 -13%
CA
390
CGN Advisors
Kansas
$1.07M -$201K -4,463 -16%
TSS
391
Two Sigma Securities
New York
$1.07M -$794K -17,644 -43%
FAAM
392
First Ascent Asset Management
Colorado
$1.06M +$1.06M +23,649 New
MWC
393
MBM Wealth Consultants
Missouri
$1.06M +$120K +2,663 +13%
KCPG
394
Kavar Capital Partners Group
Kansas
$1.05M -$45K -1,000 -4%
WF
395
Wayfinding Financial
Washington
$1.04M -$445K -8,784 -30%
TA
396
TrueWealth Advisors
Alabama
$1.04M +$220K +4,885 +27%
BA
397
Bluesphere Advisors
Pennsylvania
$1.04M -$6.75K -150 -0.6%
PWM
398
Perigon Wealth Management
California
$1.02M +$291K +6,464 +40%
Koshinski Asset Management
399
Koshinski Asset Management
Illinois
$1.02M +$26.6K +591 +3%
IA
400
Integrity Advisory
Kansas
$1.01M -$554K -12,324 -35%
14 15
16
17 18