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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 %
CCFM
126
Clear Creek Financial Management
Washington
$13.4M 298,645 +16,944 +6%
BCMIO
127
Beacon Capital Management Inc (Ohio)
Ohio
$13.3M 296,570 – –
Corient Private Wealth
128
Corient Private Wealth
Florida
$13.3M 288,680 +288,680 New
TWM
129
Tradition Wealth Management
Minnesota
$13.2M 292,790 -14,148 -5%
FZCM
130
Flynn Zito Capital Management
New York
$13.1M 291,037 +5,009 +2%
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$13.1M 290,821 -11,325 -4%
WAOI
132
Wealth Advisors of Iowa
Iowa
$13M 288,689 -25,649 -8%
UWM
133
USAdvisors Wealth Management
Minnesota
$12.6M 279,693 +351 +0.1%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$12.4M 275,777 +128,891 +88%
DWM
135
Denver Wealth Management
Colorado
$12.4M 274,573 +4,805 +2%
AR
136
Apeiron RIA
Texas
$12.3M 273,531 +9,365 +4%
SRSA
137
S.R. Schill & Associates
Washington
$12.2M 270,754 +401 +0.1%
LFG
138
Larson Financial Group
Missouri
$12.1M 268,153 +267,428 +36,887%
9WM
139
9258 Wealth Management
Ohio
$12M 266,108 +50,935 +24%
CWA
140
Clearview Wealth Advisors
Oregon
$11.8M 262,611 -71,191 -21%
NA
141
NewEdge Advisors
Louisiana
$11.6M 366,502 +121,290 +49%
T
142
TCWP
Ohio
$11.3M 252,168 -87,404 -26%
FRA
143
FFG Retirement Advisors
Colorado
$11.3M 250,383 +250,383 New
NWM
144
NEIRG Wealth Management
Massachusetts
$11.2M 249,483 -20,922 -8%
LIA
145
Luken Investment Analytics
Tennessee
$11.2M 248,685 +248,685 New
Goldman Sachs
146
Goldman Sachs
New York
$11M 245,409 -21,151 -8%
BWM
147
Baystate Wealth Management
Massachusetts
$11M 245,315 +46,911 +24%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$11M 244,844 +30,903 +14%
PWG
149
Private Wealth Group
Florida
$10.9M 243,127 +47,344 +24%
AF
150
Advisornet Financial
Minnesota
$10.7M 238,174 -39 -0%
4 5
6
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