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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 %
RWA
101
Rooted Wealth Advisors
Illinois
$17.8M 396,265 +396,265 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$17.5M 389,659 +14,759 +4%
AG
103
Ascent Group
Virginia
$17.5M 389,513 +61,684 +19%
BOSSRA
104
B.O.S.S. Retirement Advisors
Utah
$17.3M 383,853 +383,853 New
SFA
105
Sequoia Financial Advisors
Ohio
$17.1M 379,831 +51,701 +16%
AFP
106
Ausdal Financial Partners
Iowa
$17.1M 379,534 -1,754 -0.5%
SFP
107
Strategic Financial Partners
Oregon
$16.8M 372,682 -98,533 -21%
WCM
108
Windsor Capital Management
Arizona
$16.4M 365,121 -15,434 -4%
SWM
109
Sugarloaf Wealth Management
Georgia
$16M 356,697 +60,218 +20%
MFA
110
Mayflower Financial Advisors
Massachusetts
$15.9M 354,531 +107,580 +44%
VCM
111
Vivaldi Capital Management
Illinois
$15.9M 348,020 -16,644 -5%
AWS
112
Atria Wealth Solutions
New York
$15.8M 350,229 -23,136 -6%
RIS
113
Retirement Income Solutions
Michigan
$15.7M 349,807 +48,713 +16%
MHWM
114
Montz Harcus Wealth Management
Louisiana
$15.4M 343,000 +4,677 +1%
HFA
115
Highland Financial Advisors
New Jersey
$15.3M 339,475 -2,286 -0.7%
IWC
116
Integrated Wealth Concepts
Massachusetts
$15.2M 337,831 +27,059 +9%
SFG
117
StrategIQ Financial Group
Indiana
$14.6M 324,408 -961 -0.3%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$14.4M 319,314 +18,382 +6%
SPAS
119
Spectrum Planning & Advisory Services
California
$14.3M 318,342 -5,345 -2%
LEFP
120
Leading Edge Financial Planning
Tennessee
$14.3M 318,104 +318,104 New
US Bancorp
121
US Bancorp
Minnesota
$14.3M 317,993 +41,890 +15%
T
122
TNF
Montana
$14.2M 294,336 +2,878 +1%
RA
123
RFG Advisory
Alabama
$14.2M 291,935 -6,576 -2%
SFI
124
SPC Financial Inc
Maryland
$13.8M 305,817 +91,713 +43%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$13.5M 299,469 +299,469 New
3 4
5
6 7