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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
MWM
3
Moran Wealth Management
Florida
$111M
4
APTFM
4
AGUR Provident & Training Funds Management
Israel
$88.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$112M

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 Market Value Shares Shares
Change 		Shares
Change %
ASN
451
Advisory Services Network
Georgia
$698K 15,513 -2,871 -16%
SFM
452
Signet Financial Management
New Jersey
$690K 15,332 -2,423 -14%
BCI
453
Brinker Capital Investments
Pennsylvania
$680K 15,122 +107 +0.7%
MC
454
Moors & Cabot
Massachusetts
$677K 15,053 +15,053 New
RSWM
455
Robertson Stephens Wealth Management
California
$676K 15,030 -885 -6%
JSA
456
Jacobson & Schmitt Advisors
Wisconsin
$671K 15,984 – –
AMM
457
American Money Management
California
$668K 14,850 +424 +3%
FFA
458
Farther Finance Advisors
California
$663K 14,734 +14,734 New
CWS
459
Confluence Wealth Services
Pennsylvania
$663K 14,732 -7,934 -35%
RWM
460
Ritholtz Wealth Management
New York
$646K 14,354 +4,919 +52%
William Blair & Company
461
William Blair & Company
Illinois
$639K 14,177 +1,500 +12%
Two Sigma Investments
462
Two Sigma Investments
New York
$634K 14,100 -43,600 -76%
PNC Financial Services Group
463
PNC Financial Services Group
Pennsylvania
$633K 14,080 +2,624 +23%
BFG
464
Bleakley Financial Group
New Jersey
$631K 14,020 +14,020 New
HA
465
Hofer & Associates
California
$614K 13,645 +13,645 New
MOS
466
MGO One Seven
Ohio
$614K 13,645 +15 +0.1%
QA
467
Quantitative Advantage
Minnesota
$611K 13,587 +2,351 +21%
CFP
468
Cypress Financial Planning
New Jersey
$605K 13,511 +495 +4%
RCA
469
Ranch Capital Advisors
Florida
$599K 13,323 +361 +3%
SIA
470
Strategic Investment Advisors
Michigan
$590K 13,113 +13,113 New
C
471
Certuity
Florida
$589K 13,084 – –
UCFA
472
United Capital Financial Advisors
Texas
$587K 13,046 -1,916 -13%
ADL
473
Asset Dedication LLC
California
$585K 12,933 -236 -2%
RCM
474
Raleigh Capital Management
North Carolina
$576K 12,808 -4,505 -26%
JWCA
475
J.W. Cole Advisors
Florida
$566K 12,586 +653 +5%
17 18
19
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