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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$816M
2
Creative Planning
2
Creative Planning
Kansas
$1.16B
3
LPL Financial
3
LPL Financial
California
$556M
4
5L
4
55I LLC
Massachusetts
$262M
5
AWM
5
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$414M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
G
3
GenTrust
Florida
$11.3M
4
GI
4
Gradient Investments
Minnesota
$112M
5
ACM
5
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
26
West Wealth Group
California
$58.9M +$17.8M +334,514 +43%
NEWAS
27
N.E.W. Advisory Services
Wisconsin
$55.5M -$5.58M -119,803 -9%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$52.9M -$9.61M -180,813 -15%
MIAN
29
Mariner Independent Advisor Network
Kansas
$52.1M +$7.06M +133,079 +16%
AIM
30
Astor Investment Management
Illinois
$51.2M -$2.37M -44,614 -4%
SFS
31
Security Financial Services
Indiana
$45.2M +$14M +263,595 +45%
LWA
32
Lenox Wealth Advisors
New York
$44.5M +$2.67M +50,732 +6%
HGWM
33
Horst & Graben Wealth Management
Oregon
$44.4M +$16.3M +306,054 +58%
SB
34
Strategic Blueprint
Georgia
$43.9M +$5.77M +108,687 +15%
GP
35
Girard Partners
Pennsylvania
$43.7M +$15.6M +292,966 +55%
AFG
36
Affinia Financial Group
Massachusetts
$41.1M +$718K +13,740 +2%
BFG
37
Buttonwood Financial Group
Missouri
$41.1M +$41.1M +772,796 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$41M +$20M +376,426 +95%
GAG
39
GM Advisory Group
New York
$40.7M +$4.98M +93,804 +14%
ODG
40
O'Dell Group
Ohio
$40.7M +$1.27M +23,922 +3%
PWG
41
Private Wealth Group
Florida
$40.7M -$9.22M -173,445 -18%
GVAG
42
Great Valley Advisor Group
Delaware
$40.1M +$4.42M +83,143 +12%
NPI
43
New Perspectives Inc
Mississippi
$39.2M +$1.29M +24,366 +3%
ACM
44
Advance Capital Management
Michigan
$39M -$11.8M -222,674 -23%
ACA
45
Aptus Capital Advisors
Alabama
$38.6M -$2.28M -42,919 -6%
APW
46
Austin Private Wealth
Texas
$38.5M +$14.9M +280,660 +63%
CW
47
CreativeOne Wealth
Kansas
$37.9M +$11.7M +219,757 +44%
T
48
TCWP
Ohio
$37.4M +$31.5M +592,782 +533%
GLA
49
Good Life Advisors
Pennsylvania
$37.1M +$2.67M +50,325 +8%
LAS
50
Lloyd Advisory Services
Georgia
$35.9M +$3.26M +61,308 +10%
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