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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 %
JPMPWA
426
J.P. Morgan Private Wealth Advisors
California
$859K +$410K +9,109 +91%
FWM
427
Fingerlakes Wealth Management
New York
$842K -$14.7K -327 -2%
BBWP
428
Beacon Bridge Wealth Partners
Pennsylvania
$839K +$839K +18,651 New
SMC
429
Smith, Moore & Co
Missouri
$836K – – –
SFG
430
Sovereign Financial Group
Connecticut
$827K +$45 +1 +0%
IA
431
Insight Advisors
Pennsylvania
$802K -$25.7K -573 -3%
SWMG
432
Sanchez Wealth Management Group
Florida
$799K +$23.2K +516 +3%
CF
433
Convergence Financial
Missouri
$794K +$369K +8,214 +87%
CG
434
Corundum Group
Colorado
$793K +$793K +17,624 New
LIA
435
LBMC Investment Advisors
Tennessee
$772K +$184K +4,090 +31%
IMC Chicago
436
IMC Chicago
Illinois
$766K -$4.15M -92,338 -84%
DC
437
Davenport & Co
Virginia
$762K -$37.2K -828 -5%
WP
438
WealthSource Partners
California
$752K -$99.6K -2,215 -12%
Millennium Management
439
Millennium Management
New York
$749K -$1.5M -33,310 -67%
NGA
440
Naples Global Advisors
Florida
$747K +$42.8K +951 +6%
RWA
441
Redhawk Wealth Advisors
Minnesota
$742K +$742K +16,505 New
DC
442
Destiny Capital
Colorado
$741K +$741K +15,481 New
CWMGP
443
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$735K -$9.85K -219 -1%
AWM
444
Axxcess Wealth Management
California
$734K -$82.2K -1,828 -10%
YIA
445
YHB Investment Advisors
Connecticut
$727K +$727K +16,172 New
CA
446
Corrado Advisors
New Jersey
$719K -$36.7K -816 -5%
FCM
447
Fourpath Capital Management
Oklahoma
$718K -$319K -7,087 -31%
TF
448
TLWM Financial
Texas
$717K +$246K +5,470 +52%
RFN
449
Redwood Financial Network
Ohio
$714K +$376K +8,361 +111%
SPC
450
Sigma Planning Corp
Michigan
$706K +$23.3K +517 +3%
16 17
18
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