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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 %
BCA
576
Bray Capital Advisors
Florida
$12K – – –
UWM
577
Urban Wealth Management
California
$12K +$12K +260 New
TC
578
Truvestments Capital
Florida
$12K +$12K +267 New
Barclays
579
Barclays
United Kingdom
$11K +$2.2K +50 +25%
YAL
580
Your Advocates Ltd
Texas
$10K -$67.4K -1,455 -87%
SWM
581
Selective Wealth Management
Virginia
$10K +$9.53K +222 +2,018%
PPWM
582
PFG Private Wealth Management
Florida
$9K -$19.8K -458 -69%
GAG
583
Goodman Advisory Group
Massachusetts
$9K +$9K +209 New
CP
584
Castleview Partners
Texas
$8.24K -$127K -1,708 -94%
BMD
585
Better Money Decisions
New Mexico
$8K +$8K +189 New
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.67K – – –
AIP
587
Ahrens Investment Partners
Louisiana
$7K – – –
PCA
588
Providence Capital Advisors
North Carolina
$6K – – –
SIAP
589
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
AIP
590
Ameritas Investment Partners
Nebraska
$5K – – –
WAM
591
Worth Asset Management
Texas
$5K – – –
CSB
592
City State Bank
Iowa
$4K – – –
TCOV
593
Trust Company of Vermont
Vermont
$4K +$4K +85 New
CT
594
Cambridge Trust
Massachusetts
$4K +$4K +88 New
KFS
595
Kelly Financial Services
Massachusetts
$3.92K +$3.92K +88 New
BW
596
Bison Wealth
Georgia
$3K – – –
TWA
597
TCI Wealth Advisors
Arizona
$3K +$3K +62 New
TCWA
598
Ten Capital Wealth Advisors
Washington
$3K +$3K +63 New
GEA
599
Glen Eagle Advisors
New Jersey
$2.57K – – –
BCWM
600
Bartlett & Co Wealth Management
Ohio
$2.08K +$2.08K +47 New
22 23
24
25 26