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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 %
MWM
451
MY Wealth Management
Maryland
$341K – – –
FA
452
Fortis Advisors
Pennsylvania
$330K +$57.2K +1,290 +21%
MGP
453
Metis Global Partners
California
$328K +$328K +7,396 New
RFN
454
Redwood Financial Network
Ohio
$325K +$85.1K +1,920 +35%
MG
455
Mather Group
Illinois
$321K -$28.7K -647 -8%
FEM
456
Fulcrum Equity Management
Texas
$311K +$1.64K +37 +0.5%
SFO
457
Stokes Family Office
Louisiana
$310K +$310K +6,997 New
DI
458
DFPG Investments
Utah
$306K -$1.21K -27 -0.4%
AIM
459
Arcadia Investment Management
Michigan
$306K – – –
TA
460
TFG Advisers
Michigan
$305K +$11K +247 +4%
IC
461
Innealta Capital
Texas
$299K +$299K +6,746 New
NCM
462
NCM Capital Management
New Jersey
$296K – – –
BRWA
463
B. Riley Wealth Advisors
Florida
$294K -$22.1K -496 -7%
CIA
464
Capital Investment Advisors
Georgia
$292K – – –
APA
465
American Portfolios Advisors
New York
$284K -$594K -13,394 -68%
CWM
466
Campbell Wealth Management
Virginia
$283K – – –
TCWM
467
Total Clarity Wealth Management
Illinois
$283K +$19K +428 +7%
PFA
468
Peak Financial Advisors
Colorado
$280K +$17.6K +396 +7%
MWM
469
MBE Wealth Management
Wisconsin
$280K +$26.4K +595 +10%
JCM
470
Jacobi Capital Management
Pennsylvania
$278K +$22.3K +504 +9%
OPOWM
471
One Plus One Wealth Management
Florida
$271K +$271K +6,113 New
CCMG
472
Clark Capital Management Group
Pennsylvania
$263K -$106M -2,400,780 -100%
RWA
473
Redhawk Wealth Advisors
Minnesota
$262K -$11.1K -250 -4%
SG
474
StoneX Group
New York
$260K +$260K +5,859 New
W
475
Wealthquest
Ohio
$258K -$147K -3,321 -36%
17 18
19
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