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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$71.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
$263K
3
Ameriprise
Ameriprise
Minnesota
$41.8M
4
AssetMark Inc
AssetMark Inc
California
$168M
5
BCM
Brookstone Capital Management
Illinois
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Ascent Group
Virginia
$10.7M -$3.26M -67,305 -23%
HI
127
Harbour Investments
Wisconsin
$10.7M +$10.7M +240,484 New
US Bancorp
128
US Bancorp
Minnesota
$10.6M +$2.58M +58,169 +32%
AWS
129
Atria Wealth Solutions
New York
$10.4M +$7.47M +168,594 +252%
FF
130
Financial Futures
New Jersey
$10.4M -$1.17M -26,370 -10%
DWM
131
Denver Wealth Management
Colorado
$10.1M +$10.1M +228,139 New
BWFA
132
Baltimore-Washington Financial Advisors
Maryland
$9.91M +$3.5K +79 +0%
AF
133
Advisornet Financial
Minnesota
$9.78M -$1.82M -41,129 -16%
AAS
134
Annex Advisory Services
Wisconsin
$9.69M -$447K -10,080 -4%
CA
135
CSM Advisors
Pennsylvania
$9.66M – – –
SFI
136
SPC Financial Inc
Maryland
$9.63M +$1.96M +44,261 +26%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$9.57M +$9.57M +215,733 New
RC
138
RBF Capital
California
$9.51M – – –
FAIM
139
Financial Advocates Investment Management
Washington
$9.33M +$122K +2,747 +1%
GG
140
GenWealth Group
New Jersey
$9.28M -$435K -9,805 -4%
IWM
141
IHT Wealth Management
Illinois
$8.93M +$1.05M +23,698 +13%
CWA
142
Centennial Wealth Advisory
Michigan
$8.64M -$2.08M -46,964 -19%
TCM
143
Towercrest Capital Management
Pennsylvania
$8.6M +$21.9K +493 +0.3%
WEPOG
144
Wealth Enhancement & Preservation of GA
Georgia
$8.17M -$2.33M -52,653 -22%
AFAS
145
Acorn Financial Advisory Services
Virginia
$8.13M +$421K +9,500 +5%
UAS
146
United Asset Strategies
New York
$8.07M -$834K -18,806 -9%
FWP
147
Firethorn Wealth Partners
Georgia
$8.01M +$341K +7,062 +4%
DWM
148
Doyle Wealth Management
Florida
$7.99M +$1.25M +28,097 +18%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$7.97M -$195K -4,391 -2%
BWG
150
Beta Wealth Group
California
$7.6M -$335K -7,550 -4%
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