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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 %
BBPWM
401
Blue Bell Private Wealth Management
Pennsylvania
$634K +$634K +15,100 New
BCI
402
Brinker Capital Investments
Pennsylvania
$630K -$9.82K -234 -2%
UCFA
403
United Capital Financial Advisors
Texas
$628K +$34.7K +826 +6%
MFG
404
Merit Financial Group
Georgia
$627K -$590K -14,051 -48%
BWA
405
Burt Wealth Advisors
Maryland
$617K +$617K +14,700 New
AMM
406
American Money Management
California
$606K +$11.2K +266 +2%
ARC
407
Advisor Resource Council
Texas
$594K -$17.8M -424,676 -97%
CFGS
408
Concourse Financial Group Securities
Alabama
$583K +$183K +4,363 +46%
WIP
409
WealthCare Investment Partners
Rhode Island
$581K -$32.6K -777 -5%
ADL
410
Asset Dedication LLC
California
$553K +$127K +3,013 +30%
BRWA
411
B. Riley Wealth Advisors
Florida
$553K +$275K +6,554 +99%
C
412
Certuity
Florida
$549K – – –
LIA
413
LBMC Investment Advisors
Tennessee
$549K – – –
CFP
414
Cypress Financial Planning
New Jersey
$547K +$89.3K +2,125 +20%
RCA
415
Ranch Capital Advisors
Florida
$544K +$72.8K +1,734 +15%
William Blair & Company
416
William Blair & Company
Illinois
$541K +$423K +9,907 +358%
BC
417
Brio Consultants
California
$535K -$111K -2,493 -17%
VA
418
Valmark Advisers
Ohio
$534K -$14.8K -352 -3%
SAS
419
SMI Advisory Services
Indiana
$531K -$423K -10,080 -44%
ODFS
420
O'Donnell Financial Services
California
$519K -$1.38M -32,807 -73%
Janney Montgomery Scott
421
Janney Montgomery Scott
Pennsylvania
$513K +$513K +12,228 New
DI
422
Diligent Investors
California
$510K – – –
HAS
423
HBW Advisory Services
California
$510K +$36.5K +867 +8%
JWCA
424
J.W. Cole Advisors
Florida
$501K +$24.1K +573 +5%
OIM
425
Opus Investment Management
Massachusetts
$483K -$107K -2,550 -18%
15 16
17
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