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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$816M
2
Creative Planning
2
Creative Planning
Kansas
$1.16B
3
LPL Financial
3
LPL Financial
California
$556M
4
5L
4
55I LLC
Massachusetts
$262M
5
AWM
5
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$414M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
G
3
GenTrust
Florida
$11.3M
4
GI
4
Gradient Investments
Minnesota
$112M
5
ACM
5
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
Tectonic Advisors
Texas
$23.8M +$1.83M +34,364 +8%
WWM
77
Western Wealth Management
Colorado
$22.5M +$12.5M +235,908 +126%
AA
78
Advisory Alpha
Michigan
$22.4M -$1.9M -35,845 -8%
WCM
79
Windsor Capital Management
Arizona
$21.5M -$1.13M -21,233 -5%
EWM
80
Executive Wealth Management
Michigan
$20.9M -$4.26M -80,209 -17%
CWM
81
Cornerstone Wealth Management
Missouri
$20.8M +$973K +18,314 +5%
SFA
82
Sequoia Financial Advisors
Ohio
$20.7M +$20.7M +389,807 New
FFN
83
Focus Financial Network
Minnesota
$20.1M +$20.1M +378,734 New
PWP
84
Personal Wealth Partners
Minnesota
$19.8M +$145K +2,734 +0.7%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.95M +55,580 +18%
GWAG
86
Garrett Wealth Advisory Group
Texas
$19.8M +$2.07M +38,911 +12%
IA
87
IFP Advisors
Florida
$19.8M +$7.38M +227,970 +59%
SCA
88
Snowden Capital Advisors
New York
$19.3M +$1.8M +33,830 +10%
RIS
89
Retirement Income Solutions
Michigan
$18.7M +$791K +14,886 +4%
VCM
90
Vivaldi Capital Management
Illinois
$18.7M -$91.7K -1,941 -0.5%
CWG
91
Crown Wealth Group
North Carolina
$18.4M +$4.42M +83,249 +32%
BOC
92
Bull Oak Capital
California
$18.3M +$4.16M +78,340 +29%
CWA
93
Clearview Wealth Advisors
Oregon
$18.3M +$6.92M +130,297 +61%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$18.2M +$8.38M +157,789 +86%
SWP
95
Stratos Wealth Partners
Ohio
$18.1M +$4.7M +88,373 +35%
FCA
96
FLC Capital Advisors
California
$18M +$2.52M +47,457 +16%
MHWM
97
Montz Harcus Wealth Management
Louisiana
$17M +$347K +6,527 +2%
RA
98
RFG Advisory
Alabama
$16.7M -$11.3K -213 -0.1%
PWM
99
Penobscot Wealth Management
Maine
$16.7M +$3.34M +62,956 +25%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$16.6M +$16.6M +313,016 New
2 3
4
5 6