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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 %
EIA
576
Edgemoor Investment Advisors
Maryland
$231K 5,129 – –
MA
577
MJP Associates
Connecticut
$231K 5,126 -4 -0.1%
IWA
578
Inspirion Wealth Advisors
Illinois
$225K 5,009 +5,009 New
CWP
579
Concord Wealth Partners
Virginia
$224K 4,989 +4,989 New
KFI
580
Key Financial Inc
Pennsylvania
$223K 5,308 – –
OFS
581
OneAscent Financial Services
Alabama
$220K 4,885 +4,885 New
AF
582
Allworth Financial
California
$219K 4,864 -1,240 -20%
VCP
583
Verus Capital Partners
Arizona
$218K 4,849 +4,849 New
EAM
584
Empirical Asset Management
Massachusetts
$216K 4,808 – –
SGK
585
Steigerwald Gordon & Koch
Virginia
$216K 4,804 – –
CAMV
586
Concord Asset Management (Virginia)
Virginia
$216K 4,796 +4,796 New
BCM
587
Bayesian Capital Management
New York
$216K 4,796 +4,796 New
SEI Investments
588
SEI Investments
Pennsylvania
$209K 4,647 +4,647 New
LW
589
Linscomb Wealth
Texas
$209K 4,646 +4,646 New
TA
590
TFB Advisors
Kansas
$209K 4,638 +4,638 New
SWM
591
Spire Wealth Management
Virginia
$208K 4,623 +208 +5%
SW
592
SMART Wealth
Nebraska
$205K 4,553 +4,553 New
CG
593
Colony Group
Massachusetts
$204K 4,527 +4,527 New
TCMP
594
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K 4,498 +4,498 New
Qube Research & Technologies (QRT)
595
Qube Research & Technologies (QRT)
United Kingdom
$188K 4,183 -3,347 -44%
RBC
596
Romano Brothers & Co
Illinois
$180K 4,000 +4,000 New
HT
597
Headlands Technologies
Illinois
$179K 3,982 +3,982 New
Rockefeller Capital Management
598
Rockefeller Capital Management
New York
$174K 3,882 +208 +6%
APC
599
Aspire Private Capital
North Carolina
$159K 3,534 -412 -10%
VCM
600
Vigilant Capital Management
Maine
$153K 3,400 +3,400 New
22 23
24
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