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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.

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 %
USCWA
401
U.S. Capital Wealth Advisors
Texas
$1.01M +$138K +3,065 +16%
NF
402
Nikulski Financial
Iowa
$1,000K -$93.4K -2,077 -9%
FAP
403
Financial Advisory Partners
Florida
$987K +$45.3K +1,007 +5%
BRWA
404
B. Riley Wealth Advisors
Florida
$986K +$394K +8,763 +67%
Charles Schwab
405
Charles Schwab
California
$976K +$976K +21,701 New
FMN
406
Financial Management Network
California
$963K -$8.35K -185 -0.9%
CWM
407
Compass Wealth Management
Connecticut
$959K +$959K +21,321 New
FCC
408
Flower City Capital
New York
$953K -$50.2K -1,116 -5%
AAS
409
Ameritas Advisory Services
Nebraska
$950K +$54K +1,200 +6%
HWA
410
Heartwood Wealth Advisors
Virginia
$934K +$934K +20,756 New
IFPL
411
Investments & Financial Planning LLC
Kentucky
$932K +$932K +20,711 New
SWM
412
SigFig Wealth Management
California
$921K +$921K +20,473 New
CGFA
413
Colton Groome Financial Advisors
North Carolina
$915K -$1.81M -40,266 -66%
NFG
414
Nations Financial Group
Iowa
$914K +$4.63K +103 +0.5%
CFGS
415
Concourse Financial Group Securities
Alabama
$910K +$286K +6,354 +46%
TPA
416
Trivium Point Advisory
Connecticut
$900K +$122K +2,670 +16%
NFP
417
Narus Financial Partners
Utah
$900K -$16.1K -358 -2%
FPAS
418
Focus Partners Advisor Solutions
Missouri
$891K -$221K -4,918 -20%
OGF
419
Orin Green Financial
California
$888K +$64.6K +1,437 +8%
WPW
420
Watershed Private Wealth
Illinois
$876K +$876K +19,484 New
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$875K +$195K +4,344 +29%
AWM
422
Avior Wealth Management
Nebraska
$874K -$260K -5,770 -23%
DADC
423
D.A. Davidson & Co
Montana
$867K +$61.6K +1,369 +8%
LWMNY
424
Landmark Wealth Management (New York)
New York
$861K -$69.1K -1,537 -7%
CB
425
Community Bank
New York
$860K -$18.4K -410 -2%
15 16
17
18 19