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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$587M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$70.9M
4
TLIC
4
Taiyo Life Insurance Company
Japan
$53.1M
5
5L
5
55I LLC
Massachusetts
$274M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$668M
3
WAOI
3
Wealth Advisors of Iowa
Iowa
$13.2M
4
AssetMark Inc
4
AssetMark Inc
California
$121M
5
State Street
5
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
101
Clearview Wealth Advisors
Oregon
$14M +$842K +20,048 +6%
SFA
102
Sequoia Financial Advisors
Ohio
$13.8M -$970K -23,083 -7%
SFG
103
StrategIQ Financial Group
Indiana
$13.7M -$107K -2,548 -0.8%
SPAS
104
Spectrum Planning & Advisory Services
California
$13.6M +$963K +22,936 +8%
RA
105
RFG Advisory
Alabama
$13.4M -$42.6K -948 -0.3%
WAOI
106
Wealth Advisors of Iowa
Iowa
$13.2M -$51M -1,215,316 -79%
CF
107
Copperwynd Financial
Arizona
$13.1M +$13.1M +312,321 New
IWC
108
Integrated Wealth Concepts
Massachusetts
$13M +$1.93M +45,992 +17%
TWM
109
Tradition Wealth Management
Minnesota
$12.9M +$320K +7,612 +3%
RIS
110
Retirement Income Solutions
Michigan
$12.8M +$191K +4,486 +2%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$12.7M -$665K -15,832 -5%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$12.6M +$544K +12,954 +4%
JWM
113
Jackson Wealth Management
Florida
$12.5M +$7M +166,811 +128%
SWM
114
Sugarloaf Wealth Management
Georgia
$12.5M +$518K +12,324 +4%
BCMIO
115
Beacon Capital Management Inc (Ohio)
Ohio
$12.5M +$12.5M +296,570 New
T
116
TNF
Montana
$12.3M +$578K +13,649 +5%
FZCM
117
Flynn Zito Capital Management
New York
$12M +$12M +286,028 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$11.9M -$5.83M -136,623 -33%
CCFM
119
Clear Creek Financial Management
Washington
$11.8M -$5.47M -130,368 -32%
FTUS
120
Flow Traders U.S.
New York
$11.8M +$11.8M +280,839 New
UWM
121
USAdvisors Wealth Management
Minnesota
$11.7M -$47.4K -1,129 -0.4%
US Bancorp
122
US Bancorp
Minnesota
$11.6M +$1.56M +37,253 +16%
GIA
123
Gladstone Institutional Advisory
Florida
$11.4M +$10.8M +256,133 +1,605%
NWM
124
NEIRG Wealth Management
Massachusetts
$11.4M +$301K +7,159 +3%
SRSA
125
S.R. Schill & Associates
Washington
$11.4M -$29.7K -708 -0.3%
3 4
5
6 7