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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 %
BIP
526
Blueprint Investment Partners
North Carolina
$109K -$906K -21,557 -89%
PB
527
Pinnacle Bancorp
Nebraska
$107K +$9.39K +223 +10%
Simplex Trading
528
Simplex Trading
Illinois
$106K +$106K +2,529 New
BHWM
529
Bay Harbor Wealth Management
Maryland
$101K -$86.8K -2,062 -46%
NWM
530
Navigation Wealth Management
Colorado
$98K – – –
FFA
531
Founders Financial Alliance
North Carolina
$92K +$48K +1,145 +109%
Franklin Resources
532
Franklin Resources
California
$91K -$3.96K -94 -4%
TAM
533
Tucker Asset Management
Colorado
$83.7K +$69.6K +1,532 +494%
FCG
534
Financial Connections Group
California
$80K -$419 -10 -0.5%
AWM
535
Abound Wealth Management
Tennessee
$78.3K +$78.3K +1,863 New
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$77K -$1.3K -31 -2%
TIM
537
Tortoise Investment Management
New York
$72K – – –
OLVIG
538
Oliver Lagore Vanvalin Investment Group
Michigan
$71K -$17.1K -409 -19%
CP
539
Castleview Partners
Texas
$68K +$63.4K +1,513 +1,363%
CCM
540
Cribstone Capital Management
Maine
$63K – – –
CPFP
541
Clear Perspectives Financial Planning
Ohio
$62K – – –
MFA
542
McClarren Financial Advisors
Pennsylvania
$59K +$59K +1,410 New
NC
543
NewSquare Capital
Pennsylvania
$59K +$59K +1,414 New
CCM
544
Covington Capital Management
California
$56K -$9.26K -219 -14%
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$55K -$15.8K -373 -22%
CPA
546
Cardiff Park Advisors
California
$54K – – –
APW
547
Axim Planning & Wealth
Ohio
$52K -$16K -379 -23%
GIA
548
Goodwin Investment Advisory
Georgia
$52K -$1.68K -40 -3%
EIP
549
Ellis Investment Partners
Pennsylvania
$52K +$209 +5 +0.4%
LSA
550
Lansing Street Advisors
Pennsylvania
$50K -$146K -3,455 -74%
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