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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$816M
2
Creative Planning
Creative Planning
Kansas
$1.16B
3
LPL Financial
LPL Financial
California
$556M
4
5L
55I LLC
Massachusetts
$262M
5
AWM
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$414M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
G
GenTrust
Florida
$11.3M
4
GI
Gradient Investments
Minnesota
$112M
5
ACM
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
401
Archford Capital Strategies
Illinois
$642K -$49.1K -925 -7%
NRI
402
NFP Retirement Inc
California
$632K -$36.7K -691 -5%
AWA
403
Arkadios Wealth Advisors
Georgia
$625K +$16.3K +307 +3%
BFG
404
Beacon Financial Group
Texas
$619K +$619K +11,499 New
ADL
405
Asset Dedication LLC
California
$616K -$71.6K -1,349 -10%
KCIA
406
Kingsbury Capital Investment Advisors
Illinois
$616K +$616K +11,599 New
PWM
407
Perigon Wealth Management
California
$611K +$308K +5,800 +102%
SWM
408
Sugarloaf Wealth Management
Georgia
$593K +$325K +5,748 +121%
DHGWA
409
Dixon Hughes Goodman Wealth Advisors
North Carolina
$589K -$36.7K -691 -6%
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$589K +$235K +4,420 +66%
AUB
411
Atlantic Union Bankshares
Virginia
$574K -$1.22K -23 -0.2%
VCM
412
Virtue Capital Management
Tennessee
$572K +$30K +564 +6%
CWM
413
Chemistry Wealth Management
New York
$564K +$564K +10,623 New
IA
414
Inspire Advisors
Idaho
$527K +$137K +2,573 +35%
CMBA
415
C.M. Bidwell & Associates
Hawaii
$521K +$13.5K +255 +3%
HFS
416
Horizon Financial Services
North Carolina
$517K +$68.4K +1,287 +15%
AF
417
Allworth Financial
California
$514K -$209K -3,941 -29%
W
418
Wealthquest
Ohio
$510K – – –
CFGS
419
Concourse Financial Group Securities
Alabama
$507K +$40.1K +754 +9%
RWM
420
Ritholtz Wealth Management
New York
$506K -$37.9K -714 -7%
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$492K +$376K +7,068 +324%
IIC
422
Integrated Investment Consultants
Michigan
$489K – – –
CF
423
Convergence Financial
Missouri
$482K -$1.26M -23,800 -72%
Citigroup
424
Citigroup
New York
$477K +$265 +5 +0.1%
PPW
425
Pinnacle Private Wealth
Massachusetts
$477K +$192K +3,617 +68%
15 16
17
18 19