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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
1
Creative Planning
Kansas
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$767M
3
WAOI
3
Wealth Advisors of Iowa
Iowa
$72.3M
4
AWM
4
AE Wealth Management
Kansas
$330M
5
WANY
5
Wealthspire Advisors (New York)
New York
$39.6M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$71.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$263K
3
Ameriprise
3
Ameriprise
Minnesota
$41.8M
4
AssetMark Inc
4
AssetMark Inc
California
$168M
5
BCM
5
Brookstone Capital Management
Illinois
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
76
Knightsbridge Asset Management
California
$18.9M +$10.3M +231,508 +119%
FFN
77
Focus Financial Network
Minnesota
$18.5M +$1.74M +39,351 +10%
SFP
78
Strategic Financial Partners
Oregon
$18.5M -$6.47M -145,948 -26%
FCA
79
FLC Capital Advisors
California
$18.5M +$3.47M +78,180 +23%
SWP
80
Stratos Wealth Partners
Ohio
$18.5M +$3.32M +74,835 +22%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$18.4M -$10.7M -240,587 -37%
CCFM
82
Clear Creek Financial Management
Washington
$18.3M -$4.02M -90,712 -18%
AA
83
Advisory Alpha
Michigan
$18M -$672K -15,146 -4%
WWM
84
Western Wealth Management
Colorado
$17.8M -$962K -21,692 -5%
EWM
85
Executive Wealth Management
Michigan
$17.2M -$237K -5,334 -1%
WCM
86
Windsor Capital Management
Arizona
$17.2M -$723K -16,295 -4%
CI
87
CX Institutional
Indiana
$17.1M +$12M +271,313 +236%
CWG
88
Crown Wealth Group
North Carolina
$16.9M +$1.6M +36,162 +10%
VCM
89
Vivaldi Capital Management
Illinois
$16.9M -$693K -15,623 -4%
PAS
90
Park Avenue Securities
New York
$16.4M +$2.71M +61,223 +20%
HFA
91
Highland Financial Advisors
New Jersey
$16M +$16M +360,495 New
EH
92
Equitable Holdings
New York
$15.9M +$10.4M +235,058 +191%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$15.8M +$582K +13,137 +4%
BOC
94
Bull Oak Capital
California
$15.7M +$404K +9,105 +3%
SFA
95
Sequoia Financial Advisors
Ohio
$15.6M -$1.71M -38,594 -10%
CWM
96
Cahaba Wealth Management
Georgia
$15.5M +$1.88M +42,421 +14%
DA
97
Detalus Advisors
Missouri
$14.7M +$2.17M +48,957 +17%
SCA
98
Snowden Capital Advisors
New York
$14.7M -$1.32M -29,819 -8%
PWG
99
Private Wealth Group
Florida
$14.7M -$19.2M -434,129 -57%
MHWM
100
Montz Harcus Wealth Management
Louisiana
$14.7M +$495K +11,164 +3%
2 3
4
5 6