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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$816M
2
Creative Planning
Creative Planning
Kansas
$1.16B
3
LPL Financial
LPL Financial
California
$556M
4
5L
55I LLC
Massachusetts
$262M
5
AWM
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$414M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
G
GenTrust
Florida
$11.3M
4
GI
Gradient Investments
Minnesota
$112M
5
ACM
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
551
HWG Holdings
Texas
$69K +$69K +1,307 New
EIP
552
Ellis Investment Partners
Pennsylvania
$65K +$210 +4 +0.3%
FWP
553
FAS Wealth Partners
Kansas
$59K – – –
JGIA
554
Jackson Grant Investment Advisers
Connecticut
$54K +$2.65K +50 +5%
GWSG
555
GPS Wealth Strategies Group
Colorado
$53K +$2.27K +43 +4%
WAS
556
Winch Advisory Services
Wisconsin
$52K +$107 +2 +0.2%
TPCW
557
TD Private Client Wealth
New York
$50.2K +$50.2K +944 New
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$50K +$27.2K +509 +119%
ST
559
Smithfield Trust
Pennsylvania
$49K +$49K +925 New
BA
560
Ballast Advisors
Minnesota
$47K – – –
PWMG
561
Prestige Wealth Management Group
New Jersey
$45K – – –
M
562
MOTCO
Texas
$44K – – –
DWP
563
Destiny Wealth Partners
Florida
$41K – – –
MHR
564
Matthew Hamilton Rosenberg
$39K – – –
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K +$39K +731 New
DAC
566
Dividend Assets Capital
South Carolina
$37K – – –
SIS
567
Sound Income Strategies
Florida
$37K – – –
CWC
568
Carolinas Wealth Consulting
North Carolina
$37K +$37K +698 New
PPWM
569
PFG Private Wealth Management
Florida
$35K -$188K -3,578 -84%
EWA
570
EverSource Wealth Advisors
Alabama
$35K +$11.8K +225 +51%
COCM
571
Charter Oak Capital Management
New Hampshire
$30K +$30K +569 New
NFSG
572
Newbridge Financial Services Group
Florida
$25K +$6.1K +114 +32%
LFG
573
Larson Financial Group
Missouri
$24K – – –
Amundi
574
Amundi
France
$21K – – –
AIL
575
AGF Investments LLC
Ontario, Canada
$21K – – –
21 22
23
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