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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 %
SWIG
526
Strategic Wealth Investment Group
Kentucky
$344K 7,468 -1,332 -15%
RFP
527
RCS Financial Planning
Maryland
$344K 7,645 +7,645 New
AWM
528
Accurate Wealth Management
Florida
$342K 7,482 -8,704 -54%
FA
529
Fortis Advisors
Pennsylvania
$340K 7,564 +35 +0.5%
ARC
530
Advisor Resource Council
Texas
$340K 7,558 -6,586 -47%
IAN
531
Integrated Advisors Network
Texas
$334K 7,415 +1,788 +32%
MWM
532
MY Wealth Management
Maryland
$333K 7,411 -229 -3%
LMKC
533
L.M. Kohn & Company
Ohio
$326K 7,253 – –
SA
534
Stewardship Advisors
Pennsylvania
$321K 7,144 – –
PCA
535
Personal Capital Advisors
California
$318K 7,077 +7,077 New
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$317K 7,060 -2,110 -23%
MCA
537
MSH Capital Advisors
Arizona
$317K 7,054 +206 +3%
CA
538
Clearstead Advisors
Ohio
$316K 7,025 – –
IC
539
Innealta Capital
Texas
$309K 6,864 +118 +2%
SL
540
SWMG LLC
Texas
$304K 6,749 +31 +0.5%
RCM
541
Radnor Capital Management
Pennsylvania
$303K 6,409 -1,000 -13%
DAM
542
Derbend Asset Management
Georgia
$301K 6,692 -51 -0.8%
FEM
543
Fulcrum Equity Management
Texas
$298K 6,615 -405 -6%
NCM
544
NCM Capital Management
New Jersey
$296K 6,583 – –
HH
545
HWG Holdings
Texas
$296K 6,579 +464 +8%
PFG
546
Prosperity Financial Group
California
$295K 6,558 +6,558 New
CWM
547
Campbell Wealth Management
Virginia
$287K 6,384 – –
Fifth Third Bancorp
548
Fifth Third Bancorp
Ohio
$284K 6,305 +5,289 +521%
FPCG
549
Fort Pitt Capital Group
Pennsylvania
$283K 6,287 +6,287 New
TWP
550
Tempus Wealth Planning
California
$279K 6,211 +1,286 +26%
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