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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 %
EVM
501
Eaton Vance Management
Massachusetts
$238K +$691 +13 +0.3%
Janney Montgomery Scott
502
Janney Montgomery Scott
Pennsylvania
$237K -$10.2K -192 -4%
KPCM
503
Kings Point Capital Management
New York
$236K -$213K -4,000 -47%
FMI
504
F/M Investments
District of Columbia
$236K – – –
SWM
505
Spire Wealth Management
Virginia
$235K -$2.71K -51 -1%
SPI
506
Santori & Peters Inc
Pennsylvania
$234K – – –
VCP
507
Verus Capital Partners
Arizona
$234K +$234K +4,840 New
FDS
508
Freedom Day Solutions
Texas
$229K -$39.6K -746 -15%
HFA
509
High Falls Advisors
New York
$228K +$371 +7 +0.2%
Citadel Advisors
510
Citadel Advisors
Florida
$228K +$228K +4,300 New
B
511
Bridgeworth
Alabama
$223K +$53 +1 +0%
PCM
512
Presidio Capital Management
California
$221K – – –
ACI
513
Alpha Cubed Investments
California
$221K +$221K +4,167 New
GIA
514
Guyasuta Investment Advisors
Pennsylvania
$211K +$211K +3,976 New
WJWM
515
Williams Jones Wealth Management
New York
$210K – – –
PMG
516
ProVise Management Group
Florida
$204K – – –
IF
517
Intrua Financial
Texas
$204K – – –
ETIA
518
Epic Trust Investment Advisors
Washington
$201K -$358K -6,739 -64%
WAG
519
Winthrop Advisory Group
Massachusetts
$201K +$201K +3,778 New
KFI
520
Key Financial Inc
Pennsylvania
$185K +$52.4K +987 +40%
PFS
521
Prospera Financial Services
Texas
$183K -$27.8K -521 -13%
WA
522
Win Advisors
Florida
$154K -$10.4M -196,503 -99%
Rockefeller Capital Management
523
Rockefeller Capital Management
New York
$151K +$14.7K +278 +11%
OCM
524
Orion Capital Management
California
$149K +$10.7K +202 +8%
OFG
525
Oxford Financial Group
Indiana
$145K – – –
19 20
21
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