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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
+$246M
2
Bank of America
Bank of America
North Carolina
+$86.6M
3
WAOI
Wealth Advisors of Iowa
Iowa
+$48.4M
4
AWM
AE Wealth Management
Kansas
+$45.8M
5
WANY
Wealthspire Advisors (New York)
New York
+$39.6M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$3.69B
2
CCMG
Clark Capital Management Group
Pennsylvania
-$106M
3
Ameriprise
Ameriprise
Minnesota
-$55.1M
4
AssetMark Inc
AssetMark Inc
California
-$40M
5
BCM
Brookstone Capital Management
Illinois
-$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
476
Straight Path Wealth Management
Michigan
$252K +$12.3K +277 +5%
I
477
INVST
Indiana
$250K -$119K -2,407 -32%
PG
478
Prostatis Group
Maryland
$250K -$7.89K -178 -3%
TPCW
479
TD Private Client Wealth
New York
$248K +$206K +4,641 +492%
TFA
480
TPG Financial Advisors
Oregon
$247K – – –
JWA
481
JFS Wealth Advisors
Pennsylvania
$244K +$355 +8 +0.1%
AF
482
Allworth Financial
California
$241K -$189K -4,249 -44%
MIM
483
Macroview Investment Management
Maryland
$240K -$2.97K -67 -1%
MCA
484
MSH Capital Advisors
Arizona
$239K +$239K +5,394 New
NG
485
Northstar Group
New York
$239K – – –
CA
486
Claris Advisors
Missouri
$235K – – –
LWM
487
Liberty Wealth Management
California
$235K +$1.02K +23 +0.4%
FPW
488
Flagship Private Wealth
Massachusetts
$235K +$5.28K +119 +2%
CW
489
Connectus Wealth
Ohio
$234K +$25.5K +574 +12%
CAG
490
Crestwood Advisors Group
Massachusetts
$234K +$234K +5,284 New
MP
491
McDonald Partners
Ohio
$231K -$4.43K -100 -2%
PMG
492
ProVise Management Group
Florida
$228K +$57.8K +1,302 +34%
EIA
493
Edgemoor Investment Advisors
Maryland
$227K +$227K +5,129 New
KFI
494
Key Financial Inc
Pennsylvania
$226K +$69.7K +1,554 +45%
MA
495
MJP Associates
Connecticut
$225K -$3.91M -88,114 -95%
CWS
496
Cypress Wealth Services
California
$224K -$27.8K -627 -11%
QC
497
QCM Cayman
Texas
$220K +$220K +4,966 New
SWM
498
Spire Wealth Management
Virginia
$219K +$22.8K +514 +12%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$218K -$4.52K -102 -2%
IAN
500
Integrated Advisors Network
Texas
$216K -$161K -3,624 -43%
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