SPLG icon

SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
LPL Financial
California
$587M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
$70.9M
4
TLIC
Taiyo Life Insurance Company
Japan
$53.1M
5
5L
55I LLC
Massachusetts
$274M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$1.08B
2
Bank of America
Bank of America
North Carolina
$668M
3
WAOI
Wealth Advisors of Iowa
Iowa
$13.2M
4
AssetMark Inc
AssetMark Inc
California
$121M
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
601
Providence Capital Advisors
North Carolina
$5K – – –
WAM
602
Worth Asset Management
Texas
$5K – – –
FHC
603
First Heartland Consultants
Missouri
$4.12K +$46 +1,104 +1%
CSB
604
City State Bank
Iowa
$4K – – –
TCOV
605
Trust Company of Vermont
Vermont
$4K – – –
BTI
606
Blue Trust Inc
Georgia
$4K +$4K +90 New
TCWA
607
Ten Capital Wealth Advisors
Washington
$3K – – –
EWM
608
EPG Wealth Management
Georgia
$3K +$3K +65 New
BWL
609
Bogart Wealth LLC
Virginia
$3K +$3K +66 New
FCA
610
FinTrust Capital Advisors
South Carolina
$3K +$3K +78 New
GEA
611
Glen Eagle Advisors
New Jersey
$2.44K – – –
HIA
612
Harbor Investment Advisory
Maryland
$2K – – –
CA
613
Crewe Advisors
Utah
$2K – – –
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +53 New
Bank of Montreal
615
Bank of Montreal
Ontario, Canada
$1.28K +$148 +3,260 +13%
JPMorgan Chase & Co
616
JPMorgan Chase & Co
New York
$1K -$18M -215,721 -100%
AIP
617
Ameritas Investment Partners
Nebraska
$1K -$1.86K -80 -65%
SC
618
Siena Capital
Ohio
$1K -$190 -4 -16%
FCAS
619
First Command Advisory Services
Texas
$1K – – –
S
620
Surevest
California
$1K – – –
Allianz Asset Management
621
Allianz Asset Management
Germany
$1K +$1K +23 New
MOS
622
MGO One Seven
Ohio
$572 +$1 +14 +0.1%
WIM
623
Westside Investment Management
California
$58 – – –
State Street
624
State Street
Massachusetts
– -$24.7M -557,366 Closed
GWAG
625
Garrett Wealth Advisory Group
Texas
– -$21.6M -486,704 Closed
23 24
25
26 27