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

Top Sellers

1
SMM
Stadion Money Management
Georgia
$414M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
G
GenTrust
Florida
$11.3M
4
GI
Gradient Investments
Minnesota
$112M
5
ACM
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$292K +$319 +6 +0.1%
MIM
477
Macroview Investment Management
Maryland
$291K – – –
SPWM
478
Straight Path Wealth Management
Michigan
$288K -$479 -9 -0.2%
NG
479
Northstar Group
New York
$287K – – –
RFN
480
Redwood Financial Network
Ohio
$287K +$287K +5,409 New
RIM
481
Rockbridge Investment Management
New York
$282K -$15.3K -288 -5%
CPWA
482
Cerro Pacific Wealth Advisors
California
$282K – – –
CA
483
Claris Advisors
Missouri
$282K – – –
MP
484
McDonald Partners
Ohio
$282K +$282K +5,314 New
IFWM
485
Institute for Wealth Management
Colorado
$280K – – –
LWM
486
Liberty Wealth Management
California
$280K +$280K +5,286 New
FPW
487
Flagship Private Wealth
Massachusetts
$275K +$14.3K +270 +6%
USCWA
488
U.S. Capital Wealth Advisors
Texas
$268K +$268K +5,038 New
RCAG
489
Rehmann Capital Advisory Group
Michigan
$267K -$319 -6 -0.1%
WS
490
Wedbush Securities
California
$265K +$26.7K +503 +11%
CW
491
Connectus Wealth
Ohio
$262K +$262K +4,695 New
SCFS
492
S.C. Financial Services
Arizona
$259K -$25.5K -480 -9%
Prudential Financial
493
Prudential Financial
New Jersey
$258K +$258K +4,850 New
SGK
494
Steigerwald Gordon & Koch
Virginia
$255K – – –
EAM
495
Empirical Asset Management
Massachusetts
$248K +$248K +4,672 New
ATC
496
Argent Trust Co
Tennessee
$245K -$12.6K -237 -5%
SEI Investments
497
SEI Investments
Pennsylvania
$245K -$4.47K -84 -2%
LSA
498
Lansing Street Advisors
Pennsylvania
$243K +$243K +4,625 New
CG
499
Colony Group
Massachusetts
$241K – – –
TCMP
500
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$11.8K -223 -5%
18 19
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