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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 %
PNC Financial Services Group
426
PNC Financial Services Group
Pennsylvania
$481K -$120K -2,860 -20%
NAS
427
Nicolet Advisory Services
Wisconsin
$478K +$90.6K +2,142 +23%
ACS
428
Archford Capital Strategies
Illinois
$477K – – –
DAS
429
Dynamic Advisor Solutions
Arizona
$476K +$476K +11,337 New
OMC
430
Old Mission Capital
Illinois
$472K +$1.43K +34 +0.3%
QA
431
Quantitative Advantage
Minnesota
$472K +$73.4K +1,747 +18%
VCM
432
Virtue Capital Management
Tennessee
$471K +$1.01K +24 +0.2%
RFN
433
RDA Financial Network
Iowa
$466K +$23.2K +552 +5%
ES
434
ETF Store
Kansas
$459K +$96.5K +2,298 +27%
AUB
435
Atlantic Union Bankshares
Virginia
$453K – – –
IA
436
Inspire Advisors
Idaho
$453K +$25K +596 +6%
KIG
437
Kowal Investment Group
Wisconsin
$436K +$81.1K +1,933 +23%
IIC
438
Integrated Investment Consultants
Michigan
$432K +$30.4K +725 +8%
DRS
439
Deane Retirement Strategies
Louisiana
$422K -$105K -2,491 -20%
JPMPWA
440
J.P. Morgan Private Wealth Advisors
California
$419K +$419K +9,987 New
CIAS
441
Capital Investment Advisory Services
North Carolina
$415K -$47.9K -1,140 -10%
FMWA
442
Forvis Mazars Wealth Advisors
Missouri
$410K -$25.8K -613 -6%
AWA
443
Arkadios Wealth Advisors
Georgia
$410K – – –
HFS
444
Horizon Financial Services
North Carolina
$407K -$133K -3,175 -25%
WSTAM
445
Wilbanks Smith & Thomas Asset Management
Virginia
$406K – – –
QC
446
QCM Cayman
Texas
$405K +$196K +4,675 +94%
DI
447
DFPG Investments
Utah
$401K +$101K +2,294 +34%
CF
448
Convergence Financial
Missouri
$397K +$13K +310 +3%
RWM
449
Ritholtz Wealth Management
New York
$396K +$84 +2 +0%
SBL
450
Sargent Bickham Lagudis
Colorado
$388K +$28.7K +685 +8%
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