SPLG icon

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.

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
1
Creative Planning
Kansas
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$767M
3
WAOI
3
Wealth Advisors of Iowa
Iowa
$72.3M
4
AWM
4
AE Wealth Management
Kansas
$330M
5
WANY
5
Wealthspire Advisors (New York)
New York
$39.6M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$71.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$263K
3
Ameriprise
3
Ameriprise
Minnesota
$41.8M
4
AssetMark Inc
4
AssetMark Inc
California
$168M
5
BCM
5
Brookstone Capital Management
Illinois
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
26
N.E.W. Advisory Services
Wisconsin
$57.4M +$4.63M +104,420 +9%
MIAN
27
Mariner Independent Advisor Network
Kansas
$53.6M +$9.16M +202,556 +21%
WWG
28
West Wealth Group
California
$49.7M +$609K +13,730 +1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$48.7M +$4.54M +102,496 +10%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$46.6M +$12.3M +278,094 +36%
APW
31
Austin Private Wealth
Texas
$44M +$11.9M +268,438 +37%
GP
32
Girard Partners
Pennsylvania
$42.7M +$6.17M +139,227 +17%
HGWM
33
Horst & Graben Wealth Management
Oregon
$41.9M +$4.81M +108,431 +13%
Ameriprise
34
Ameriprise
Minnesota
$41.8M -$55.1M -1,242,412 -57%
SFS
35
Security Financial Services
Indiana
$40.5M +$2.73M +61,605 +7%
WANY
36
Wealthspire Advisors (New York)
New York
$39.6M +$39.6M +893,556 New
ACA
37
Aptus Capital Advisors
Alabama
$38.6M +$6.36M +143,411 +20%
SB
38
Strategic Blueprint
Georgia
$38.1M +$1.5M +33,728 +4%
GAG
39
GM Advisory Group
New York
$36.6M +$2.64M +59,467 +8%
IWP
40
IAG Wealth Partners
Wisconsin
$36.6M +$7.93M +178,805 +28%
UBS Group
41
UBS Group
Switzerland
$36.5M +$16.5M +372,872 +83%
AFG
42
Affinia Financial Group
Massachusetts
$36.4M +$458K +10,028 +1%
ODG
43
O'Dell Group
Ohio
$35.9M +$1.97M +44,436 +6%
CW
44
CreativeOne Wealth
Kansas
$35.5M +$3.84M +86,680 +12%
OWA
45
One Wealth Advisors
California
$34.3M +$4.88M +110,020 +17%
GVAG
46
Great Valley Advisor Group
Delaware
$33.8M +$372K +8,388 +1%
NPI
47
New Perspectives Inc
Mississippi
$33.4M +$695K +15,670 +2%
CWM
48
CCG Wealth Management
California
$33M +$4.99M +112,610 +18%
ACM
49
Advance Capital Management
Michigan
$32.9M +$347K +7,829 +1%
ACG
50
Allen Capital Group
Nebraska
$32.3M +$8.69M +196,091 +37%
1
2
3 4 5