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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 %
IA
551
Inspire Advisors
Idaho
$278K 6,192 -4,606 -43%
MG
552
Mather Group
Illinois
$274K 6,084 -81 -1%
CFA
553
Cahill Financial Advisors
Minnesota
$270K 6,011 -600 -9%
HWM
554
Hohimer Wealth Management
Washington
$266K 5,914 -9,439 -61%
FFG
555
Frisch Financial Group
New York
$266K 5,907 -619 -9%
TPCW
556
TD Private Client Wealth
New York
$266K 5,909 – –
EWA
557
EverSource Wealth Advisors
Alabama
$264K 5,872 +1,112 +23%
W
558
Wealthquest
Ohio
$261K 5,802 -29 -0.5%
TCWM
559
Total Clarity Wealth Management
Illinois
$256K 5,699 +156 +3%
CANC
560
Culbertson A N & Co
Virginia
$254K 5,648 – –
LWANC
561
Laurel Wealth Advisors (North Carolina)
North Carolina
$253K 5,632 +872 +18%
TFA
562
TPG Financial Advisors
Oregon
$251K 5,575 – –
JWA
563
JFS Wealth Advisors
Pennsylvania
$248K 5,512 +7 +0.1%
GWS
564
Glassman Wealth Services
Virginia
$247K 5,502 +5,500 +275,000%
AWM
565
Apollon Wealth Management
South Carolina
$247K 5,493 +5,493 New
MIM
566
Macroview Investment Management
Maryland
$244K 5,418 – –
RCAG
567
Rehmann Capital Advisory Group
Michigan
$244K 5,418 +365 +7%
NG
568
Northstar Group
New York
$243K 5,400 – –
FPW
569
Flagship Private Wealth
Massachusetts
$240K 5,325 +9 +0.2%
EWA
570
Exencial Wealth Advisors
Oklahoma
$239K 5,315 +5,315 New
CA
571
Claris Advisors
Missouri
$238K 5,300 – –
CW
572
Connectus Wealth
Ohio
$238K 5,282 +25 +0.5%
AIM
573
Arcadia Investment Management
Michigan
$236K 5,250 -1,642 -24%
EWA
574
EP Wealth Advisors
California
$233K 5,184 +5,184 New
HR
575
Hardy Reed
Mississippi
$233K 5,177 +5,177 New
21 22
23
24 25