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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 %
HFS
401
Horizon Financial Services
North Carolina
$570K +$139K +3,132 +32%
DRS
402
Deane Retirement Strategies
Louisiana
$562K -$147K -3,275 -21%
CA
403
Clearstead Advisors
Ohio
$545K – – –
DI
404
Diligent Investors
California
$539K -$41.7K -940 -7%
EWM
405
Echo Wealth Management
Minnesota
$520K -$125K -2,743 -19%
KCIA
406
Kingsbury Capital Investment Advisors
Illinois
$516K +$1.73K +39 +0.3%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$511K -$395K -8,918 -44%
PWM
408
Perigon Wealth Management
California
$509K -$1.42K -32 -0.3%
JWCA
409
J.W. Cole Advisors
Florida
$504K -$66.3K -1,495 -12%
ACS
410
Archford Capital Strategies
Illinois
$504K -$32.7K -737 -6%
LMKC
411
L.M. Kohn & Company
Ohio
$499K -$235K -5,300 -32%
HAS
412
HBW Advisory Services
California
$499K -$224K -5,052 -31%
RCA
413
Ranch Capital Advisors
Florida
$498K +$113K +2,553 +29%
OMC
414
Old Mission Capital
Illinois
$497K +$497K +11,200 New
VCM
415
Virtue Capital Management
Tennessee
$496K +$18.7K +422 +4%
SIA
416
Strategic Investment Advisors
Michigan
$488K -$524K -11,832 -52%
CIAS
417
Capital Investment Advisory Services
North Carolina
$488K -$292K -6,591 -37%
CFAM
418
Center For Asset Management
Florida
$483K -$500K -11,266 -51%
CFP
419
Cypress Financial Planning
New Jersey
$483K +$483K +10,891 New
AUB
420
Atlantic Union Bankshares
Virginia
$479K – – –
CFA
421
Cahill Financial Advisors
Minnesota
$477K -$379K -8,536 -44%
RFN
422
RDA Financial Network
Iowa
$468K +$98.8K +2,228 +27%
FMI
423
F/M Investments
District of Columbia
$461K +$238K +4,728 +107%
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$460K +$460K +10,366 New
IA
425
Inspire Advisors
Idaho
$452K +$12.3K +278 +3%
15 16
17
18 19