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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$84.2M 1,872,888 +282,939 +18%
Wells Fargo
27
Wells Fargo
California
$81.9M 1,821,790 -80,309 -4%
Mariner
28
Mariner
Kansas
$79.4M 1,765,460 +1,190,970 +207%
KW
29
KWB Wealth
California
$78.8M 1,752,014 -19,852 -1%
CIAS
30
CFS Investment Advisory Services
New Jersey
$74.3M 1,651,179 -69,251,111 -98%
GWP
31
Gateway Wealth Partners
Wisconsin
$68.1M 1,514,746 +1,514,746 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$66.5M 1,478,584 +114,578 +8%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$65.1M 1,446,756 -159,992 -10%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$61.5M 1,367,824 +187,347 +16%
HighTower Advisors
35
HighTower Advisors
Illinois
$61M 1,357,211 -70,938 -5%
APW
36
Austin Private Wealth
Texas
$60M 1,334,187 +143,615 +12%
Ameriprise
37
Ameriprise
Minnesota
$59.4M 1,320,094 +176,080 +15%
TVAMP
38
Tennessee Valley Asset Management Partners
Tennessee
$57.4M 1,275,432 +909,474 +249%
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$56.6M 1,258,660 +1,257,685 +128,993%
ACM
40
AlphaStar Capital Management
North Carolina
$51.8M 1,152,384 +302,478 +36%
HGWM
41
Horst & Graben Wealth Management
Oregon
$49.1M 1,091,976 +65,886 +6%
WWG
42
West Wealth Group
California
$47.3M 1,052,328 -67,730 -6%
GP
43
Girard Partners
Pennsylvania
$44.1M 979,875 -47,498 -5%
OWA
44
One Wealth Advisors
California
$42.5M 945,558 +64,251 +7%
SFS
45
Security Financial Services
Indiana
$41.8M 930,025 -23,196 -2%
IWP
46
IAG Wealth Partners
Wisconsin
$41.4M 920,622 +74,878 +9%
CW
47
CreativeOne Wealth
Kansas
$41.2M 915,415 -12,394 -1%
WANY
48
Wealthspire Advisors (New York)
New York
$40.5M 899,715 +46,714 +5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$39.4M 875,316 +337,506 +63%
ACA
50
Aptus Capital Advisors
Alabama
$38.2M 850,095 -36,792 -4%
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