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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 %
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$83K -$3.68K -83 -4%
3AM
527
3EDGE Asset Management
Florida
$78K +$78K +1,767 New
TIM
528
Tortoise Investment Management
New York
$76K – – –
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$74K +$57.5K +1,300 +349%
APW
530
Axim Planning & Wealth
Ohio
$72K +$72K +1,614 New
CCM
531
Covington Capital Management
California
$68K – – –
CCM
532
Cribstone Capital Management
Maine
$67K – – –
CPFP
533
Clear Perspectives Financial Planning
Ohio
$65K -$2.78K -63 -4%
GA
534
GoalVest Advisory
New York
$63K +$58K +1,285 +1,158%
HFA
535
HC Financial Advisors
California
$60K +$223 +5 +0.4%
CPA
536
Cardiff Park Advisors
California
$57K – – –
GIA
537
Goodwin Investment Advisory
Georgia
$56.5K +$56.5K +1,275 New
LWANC
538
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K -$14.6K -328 -21%
EIP
539
Ellis Investment Partners
Pennsylvania
$55K +$222 +5 +0.4%
SCA
540
Stonebridge Capital Advisors
Minnesota
$52K -$10.9K -249 -17%
MHR
541
Matthew Hamilton Rosenberg
$51K +$18.5K +415 +57%
SWM
542
SeaCrest Wealth Management
New York
$50K +$50K +1,120 New
Qube Research & Technologies (QRT)
543
Qube Research & Technologies (QRT)
United Kingdom
$49K -$361K -8,145 -88%
FWP
544
FAS Wealth Partners
Kansas
$49K – – –
JGIA
545
Jackson Grant Investment Advisers
Connecticut
$47K +$2.2K +50 +5%
FFA
546
Founders Financial Alliance
North Carolina
$47K +$47K +1,050 New
GWSG
547
GPS Wealth Strategies Group
Colorado
$46K +$1.6K +36 +4%
WAS
548
Winch Advisory Services
Wisconsin
$42K -$1.06K -24 -2%
ST
549
Smithfield Trust
Pennsylvania
$41K – – –
BA
550
Ballast Advisors
Minnesota
$39K – – –
20 21
22
23 24