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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
LPL Financial
California
+$133M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$69.3M
4
TLIC
Taiyo Life Insurance Company
Japan
+$53.1M
5
5L
55I LLC
Massachusetts
+$43.4M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$72.8M
2
Bank of America
Bank of America
North Carolina
-$58.1M
3
WAOI
Wealth Advisors of Iowa
Iowa
-$51M
4
AssetMark Inc
AssetMark Inc
California
-$37.3M
5
State Street
State Street
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
501
Northstar Group
New York
$227K – – –
SPWM
502
Straight Path Wealth Management
Michigan
$226K -$13.1K -311 -5%
BCMO
503
Buckingham Capital Management (Ohio)
Ohio
$226K +$226K +5,383 New
CA
504
Claris Advisors
Missouri
$223K – – –
FPW
505
Flagship Private Wealth
Massachusetts
$223K +$881 +21 +0.4%
KFI
506
Key Financial Inc
Pennsylvania
$223K +$11.4K +272 +5%
CW
507
Connectus Wealth
Ohio
$221K -$504 -12 -0.2%
EIA
508
Edgemoor Investment Advisors
Maryland
$215K – – –
MA
509
MJP Associates
Connecticut
$215K +$2.68K +64 +1%
RCAG
510
Rehmann Capital Advisory Group
Michigan
$212K +$5.8K +138 +3%
PMG
511
ProVise Management Group
Florida
$212K -$3.74K -89 -2%
TWA
512
TCI Wealth Advisors
Arizona
$210K +$207K +4,939 +7,966%
TWP
513
Tempus Wealth Planning
California
$207K +$207K +4,925 New
MP
514
McDonald Partners
Ohio
$203K -$16K -382 -7%
EAM
515
Empirical Asset Management
Massachusetts
$202K – – –
SGK
516
Steigerwald Gordon & Koch
Virginia
$202K – – –
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K +$148K +3,528 +286%
EWA
518
EverSource Wealth Advisors
Alabama
$199K +$170K +4,066 +586%
SIC
519
Salem Investment Counselors
North Carolina
$194K +$194K +4,627 New
SWM
520
Spire Wealth Management
Virginia
$185K -$22K -526 -11%
APC
521
Aspire Private Capital
North Carolina
$166K -$31.3K -745 -16%
Rockefeller Capital Management
522
Rockefeller Capital Management
New York
$154K +$51.1K +1,218 +50%
OCM
523
Orion Capital Management
California
$118K – – –
OFG
524
Oxford Financial Group
Indiana
$114K – – –
PWM
525
Provident Wealth Management
Tennessee
$113K – – –
19 20
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