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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.

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 %
RA
101
RFG Advisory
Alabama
$14.6M -$723K -14,867 -5%
SFG
102
StrategIQ Financial Group
Indiana
$14.5M -$5.35M -120,605 -27%
PWM
103
Penobscot Wealth Management
Maine
$14.5M +$584K +13,180 +4%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$14.1M +$220K +4,962 +2%
CWA
105
Clearview Wealth Advisors
Oregon
$13.9M -$1.35M -30,522 -9%
PA
106
PSI Advisors
Florida
$13.8M +$6.17M +139,180 +80%
RJA
107
Raymond James & Associates
Florida
$13.6M +$2.4M +54,219 +22%
BHB
108
Bank Hapoalim BM
Israel
$13.5M – – –
SPAS
109
Spectrum Planning & Advisory Services
California
$13.3M +$1.09M +24,575 +9%
TWM
110
Tradition Wealth Management
Minnesota
$13.3M +$28.1K +634 +0.2%
RIS
111
Retirement Income Solutions
Michigan
$13.2M -$2.47M -55,733 -16%
T
112
TNF
Montana
$12.9M +$1.17M +25,272 +10%
MFT
113
Moisand Fitzgerald Tamayo
Florida
$12.8M +$4.37M +98,495 +52%
SWM
114
Sugarloaf Wealth Management
Georgia
$12.6M +$12.1M +273,673 +2,611%
UWM
115
USAdvisors Wealth Management
Minnesota
$12.4M +$478K +10,784 +4%
WAS
116
Wealth Advisory Solutions
Indiana
$12.3M +$4.83M +108,887 +64%
Goldman Sachs
117
Goldman Sachs
New York
$12.1M +$843K +19,019 +8%
SRSA
118
S.R. Schill & Associates
Washington
$12M -$307K -6,916 -2%
IWC
119
Integrated Wealth Concepts
Massachusetts
$11.7M +$562K +12,675 +5%
NWM
120
NEIRG Wealth Management
Massachusetts
$11.7M +$630K +14,219 +6%
AFP
121
Ausdal Financial Partners
Iowa
$11.1M +$687K +15,484 +7%
NA
122
NewEdge Advisors
Louisiana
$11.1M +$3.58M +80,839 +48%
WA
123
WBH Advisory
Maryland
$11M -$320K -7,090 -3%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$10.9M -$1.5M -33,940 -12%
CAN
125
Cetera Advisor Networks
California
$10.8M +$2.09M +47,127 +24%
3 4
5
6 7