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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 %
CPA
626
Cardiff Park Advisors
California
$58K 1,290 – –
FFA
627
Founders Financial Alliance
North Carolina
$55.5K 1,233 -962 -44%
LSA
628
Lansing Street Advisors
Pennsylvania
$53.5K 1,190 +6 +0.5%
MHR
629
Matthew Hamilton Rosenberg
$51.4K 1,143 – –
CT
630
Colonial Trust
South Carolina
$50.3K 1,119 +1,119 New
FWP
631
FAS Wealth Partners
Kansas
$49.8K 1,107 – –
FA
632
Fiduciary Alliance
South Carolina
$49.4K 1,099 +1,099 New
KM
633
Kalos Management
Georgia
$46.1K 1,025 +1,025 New
WAS
634
Winch Advisory Services
Wisconsin
$43K 961 +5 +0.5%
AWM
635
Abound Wealth Management
Tennessee
$42.9K 953 -910 -49%
ST
636
Smithfield Trust
Pennsylvania
$42K 925 – –
RIA
637
Realta Investment Advisors
Delaware
$40.8K 908 +1 +0.1%
BA
638
Ballast Advisors
Minnesota
$39.8K 884 – –
PWMG
639
Prestige Wealth Management Group
New Jersey
$38.4K 854 – –
WA
640
Win Advisors
Florida
$38.4K 853 – –
MRCM
641
M&R Capital Management
New Jersey
$36.6K 813 +813 New
CSPAM
642
Cary Street Partners Asset Management
Virginia
$35.5K 790 – –
DAC
643
Dividend Assets Capital
South Carolina
$32K 704 – –
YAL
644
Your Advocates Ltd
Texas
$32K 711 -235 -25%
SIS
645
Sound Income Strategies
Florida
$31.7K 704 – –
BAAM
646
Baker Avenue Asset Management
California
$31.5K 700 +700 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$31.4K 698 – –
BCMLT
648
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.9K 620 -87 -12%
S
649
SignatureFD
Georgia
$26.3K 584 – –
WWM
650
Wolff Wiese Magana
California
$25.3K 563 – –
24 25
26
27 28