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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$71.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
$263K
3
Ameriprise
Ameriprise
Minnesota
$41.8M
4
AssetMark Inc
AssetMark Inc
California
$168M
5
BCM
Brookstone Capital Management
Illinois
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGK
501
Steigerwald Gordon & Koch
Virginia
$213K – – –
EAM
502
Empirical Asset Management
Massachusetts
$213K +$6.03K +136 +3%
AA
503
Aire Advisors
California
$213K +$213K +4,802 New
SCFS
504
S.C. Financial Services
Arizona
$212K -$4.09K -92 -2%
SEI Investments
505
SEI Investments
Pennsylvania
$212K +$8.37K +189 +4%
JG
506
Jefferies Group
New York
$211K +$211K +4,754 New
IFWM
507
Institute for Wealth Management
Colorado
$209K -$24K -542 -10%
APC
508
Aspire Private Capital
North Carolina
$208K -$130K -2,934 -38%
TCMP
509
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$8.37K +189 +4%
LSA
510
Lansing Street Advisors
Pennsylvania
$206K +$622 +14 +0.3%
RIM
511
Rockbridge Investment Management
New York
$205K -$30.4K -686 -13%
ATC
512
Argent Trust Co
Tennessee
$204K – – –
CG
513
Colony Group
Massachusetts
$201K – – –
BHWM
514
Bay Harbor Wealth Management
Maryland
$198K -$118K -2,651 -37%
OCM
515
Orion Capital Management
California
$125K +$267 +6 +0.2%
William Blair & Company
516
William Blair & Company
Illinois
$123K +$5.2K +117 +4%
OFG
517
Oxford Financial Group
Indiana
$121K – – –
PWM
518
Provident Wealth Management
Tennessee
$119K – – –
Rockefeller Capital Management
519
Rockefeller Capital Management
New York
$108K -$17.2K -392 -14%
CAPTRUST Financial Advisors
520
CAPTRUST Financial Advisors
North Carolina
$107K +$40.4K +914 +61%
PB
521
Pinnacle Bancorp
Nebraska
$103K – – –
NWM
522
Navigation Wealth Management
Colorado
$103K +$103K +2,333 New
Franklin Resources
523
Franklin Resources
California
$100K -$1.55K -35 -2%
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
$93K +$46.6K +1,054 +100%
FCG
525
Financial Connections Group
California
$85K -$8.59K -194 -9%
19 20
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