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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.1B invested in SPDR Portfolio S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 278 increasing their positions, 212 reducing their positions, and 44 closing their positions.

Holders
694
Holders Change
+67
Holders Change %
+10.69%
% of All Funds
11.2%
Holding in Top 10
145
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.54%
% of All Funds
2.34%
New
127
Increased
278
Reduced
212
Closed
44
Calls
$24.2M
Puts
$7.97M
Net Calls
+$16.2M
Net Calls Change
+$2.48M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$273M
3
MWM
3
Moran Wealth Management
Florida
$111M
4
APTFM
4
AGUR Provident & Training Funds Management
Israel
$88.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$112M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$74.3M
2
Bank of America
2
Bank of America
North Carolina
$213M
3
Creative Planning
3
Creative Planning
Kansas
$1.08B
4
ACG
4
Allen Capital Group
Nebraska
$0
5
FCA
5
FLC Capital Advisors
California
$3.17M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
501
AJ Advisors
Tennessee
$440K 9,773 +9,773 New
DRS
502
Deane Retirement Strategies
Louisiana
$437K 9,715 -336 -3%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$435K 9,680 – –
RW
504
Regimen Wealth
Georgia
$431K 9,580 +9,580 New
FMWA
505
Forvis Mazars Wealth Advisors
Missouri
$428K 9,505 -248 -3%
CRI
506
Colonial River Investments
Virginia
$426K 9,466 -131,765 -93%
NAS
507
Nicolet Advisory Services
Wisconsin
$424K 9,118 -2,179 -19%
BC
508
Brio Consultants
California
$420K 9,332 -2,682 -22%
FMI
509
F/M Investments
District of Columbia
$417K 9,261 +9,261 New
SRWM
510
Shira Ridge Wealth Management
California
$404K 8,976 +8,976 New
DI
511
DFPG Investments
Utah
$402K 8,634 -485 -5%
CWM
512
Chemistry Wealth Management
New York
$399K 8,864 – –
Citigroup
513
Citigroup
New York
$390K 8,667 +20 +0.2%
SWP
514
Strategic Wealth Partners
Ohio
$388K 8,632 -32,283 -79%
TA
515
TFG Advisers
Michigan
$384K 8,529 +788 +10%
PIA
516
Perennial Investment Advisors
California
$383K 8,514 +8,514 New
AIM
517
Acropolis Investment Management
Missouri
$383K 8,514 +8,514 New
BFS
518
Bickling Financial Services
Massachusetts
$382K 8,491 -55 -0.6%
CBFP
519
Cedar Brook Financial Partners
Ohio
$375K 8,340 +8,340 New
PFA
520
Peak Financial Advisors
Colorado
$372K 8,260 +2,072 +33%
SCP
521
Stevens Capital Partners
Nebraska
$371K 8,246 +8,246 New
FFS
522
Founders Financial Securities
Maryland
$371K 8,243 +8,243 New
CPA
523
Capital Planning Advisors
California
$367K 8,155 -75 -0.9%
GSIS
524
Global Strategic Investment Solutions
Arizona
$360K 8,000 – –
CAM
525
Cresset Asset Management
Illinois
$350K 7,790 +7,790 New
19 20
21
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