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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 %
MGIA
76
Moneta Group Investment Advisors
Missouri
$25.3M 528,508 -72,254 -12%
PCA
77
Prosperity Capital Advisors
Ohio
$25.2M 559,857 +559,857 New
CWM
78
Cahaba Wealth Management
Georgia
$24.8M 550,885 +116,417 +27%
KP
79
Keel Point
Alabama
$24.8M 550,730 -791 -0.1%
DCM
80
Davidson Capital Management
Texas
$24.4M 543,361 +543,361 New
PAS
81
Park Avenue Securities
New York
$23.9M 530,699 +108,971 +26%
GIA
82
Gladstone Institutional Advisory
Florida
$23.6M 524,642 +252,553 +93%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$23.3M 518,154 +480,422 +1,273%
LFAS
84
Level Four Advisory Services
Texas
$22.2M 493,945 -148,035 -23%
NA
85
Nottingham Advisors
New York
$21.6M 481,161 -8,630 -2%
KAM
86
Knightsbridge Asset Management
California
$21.2M 470,727 +20,699 +5%
MFG
87
Merit Financial Group
Georgia
$20.7M 460,560 +445,633 +2,985%
SWP
88
Stratos Wealth Partners
Ohio
$20.3M 451,718 +46,298 +11%
AWM
89
Adams Wealth Management
Utah
$20.2M 449,580 +295,493 +192%
AA
90
Advisory Alpha
Michigan
$19.8M 441,032 +43,130 +11%
RJA
91
Raymond James & Associates
Florida
$19.7M 438,835 +48,753 +12%
CWG
92
Crown Wealth Group
North Carolina
$19.4M 432,243 +23,455 +6%
FFN
93
Focus Financial Network
Minnesota
$19.3M 428,239 -17,852 -4%
TA
94
Tectonic Advisors
Texas
$19M 423,215 -78,495 -16%
PWM
95
Penobscot Wealth Management
Maine
$19M 422,638 +53,440 +14%
SFP
96
Shepherd Financial Partners
Massachusetts
$18.9M 420,749 +35,111 +9%
KAS
97
Kestra Advisory Services
Texas
$18.4M 410,170 +224,014 +120%
EWM
98
Executive Wealth Management
Michigan
$18.4M 409,388 +392,663 +2,348%
IA
99
IFP Advisors
Florida
$18.1M 559,124 -84,185 -13%
PA
100
PSI Advisors
Florida
$18.1M 401,688 +12,108 +3%
2 3
4
5 6