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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 %
HNB
601
Huntington National Bank
Ohio
– – – –
NRC
602
New Republic Capital
North Carolina
$133K 2,949 +2,949 New
HB
603
Horizon Bancorp
Indiana
$128K 2,850 +2,850 New
OCM
604
Orion Capital Management
California
$126K 2,811 – –
PWM
605
Provident Wealth Management
Tennessee
$121K 2,691 – –
GA
606
GoalVest Advisory
New York
$118K 2,632 +1,457 +124%
OSNBOA
607
Old Second National Bank of Aurora
Illinois
$112K 2,493 +1,705 +216%
PB
608
Pinnacle Bancorp
Nebraska
$111K 2,458 -84 -3%
Franklin Resources
609
Franklin Resources
California
$100K 2,225 +66 +3%
CPG
610
Cornerstone Planning Group
New Jersey
$94.3K 2,063 +2,063 New
DJSG
611
D.J. St. Germain
Massachusetts
$90.4K 2,009,470 +83,451 +4%
FCG
612
Financial Connections Group
California
$83K 1,848 -61 -3%
NFSG
613
Newbridge Financial Services Group
Florida
$82.4K 1,833 +1,365 +292%
3AM
614
3EDGE Asset Management
Florida
$81.5K 1,811 +1,811 New
NECFA
615
New England Capital Financial Advisors
Connecticut
$78.2K 1,680 +1,680 New
TIM
616
Tortoise Investment Management
New York
$77.1K 1,715 – –
CP
617
Castleview Partners
Texas
$76.2K 1,694 +70 +4%
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$71.5K 1,590 -249 -14%
CPFP
619
Clear Perspectives Financial Planning
Ohio
$66.3K 1,475 – –
BNP Paribas Financial Markets
620
BNP Paribas Financial Markets
France
$65.5K 1,456 +1,456 New
MFA
621
McClarren Financial Advisors
Pennsylvania
$63K 1,417 +7 +0.5%
KFS
622
Kelly Financial Services
Massachusetts
$60.1K 1,337 +941 +238%
DWP
623
Destiny Wealth Partners
Florida
$59.7K 1,327 +546 +70%
OLVIG
624
Oliver Lagore Vanvalin Investment Group
Michigan
$59K 1,311 -383 -23%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$58.5K 1,300 – –
23 24
25
26 27