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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 %
LF
601
Lee Financial
Texas
$2K – – –
HIA
602
Harbor Investment Advisory
Maryland
$2K – – –
CA
603
Crewe Advisors
Utah
$2K – – –
MPCG
604
Matrix Private Capital Group
New York
$2K +$488 +10 +32%
LWP
605
Lumature Wealth Partners
Georgia
$2K +$2K +44 New
BC
606
Bartlett & Co
Ohio
$2K +$2K +47 New
Bank of Montreal
607
Bank of Montreal
Ontario, Canada
$1.16K +$5 +106 +0.4%
AR
608
Apeiron RIA
Texas
$1.13K +$491 +110,756 +77%
CG
609
Cutler Group
California
$1K -$1.63K -62 -62%
FCAS
610
First Command Advisory Services
Texas
$1K – – –
S
611
Surevest
California
$1K +$1K +18 New
SC
612
Siena Capital
Ohio
$1K +$760 +19 +317%
BRWM
613
B. Riley Wealth Management
Tennessee
$308 – +9 +0.1%
WIM
614
Westside Investment Management
California
$61 – – –
PWP
615
Personal Wealth Partners
Minnesota
– -$19.8M -373,125 Closed
FPOC
616
Financial Planners of Cleveland
Ohio
– -$15.4M -289,179 Closed
FZCM
617
Flynn Zito Capital Management
New York
– -$10.6M -198,919 Closed
FTUS
618
Flow Traders U.S.
New York
– -$9.11M -171,479 Closed
IMC Chicago
619
IMC Chicago
Illinois
– -$3.71M -69,824 Closed
CCG
620
Capital CS Group
California
– -$2.75M -51,699 Closed
SWM
621
SFG Wealth Management
Maryland
– -$2.62M -49,283 Closed
HF
622
HRT Financial
New York
– -$2.23M -42,055 Closed
BNP Paribas Financial Markets
623
BNP Paribas Financial Markets
France
– -$2.09M -39,306 Closed
PFG
624
Pacific Financial Group
Washington
– -$2.06M -38,797 Closed
WWM
625
Windsor Wealth Management
Indiana
– -$1.09M -20,671 Closed
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25
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