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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

613 hedge funds and large institutions have $9.87B invested in SPDR Portfolio S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 277 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9.7%
Holding in Top 10
116
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.52%
% of All Funds
1.84%
New
81
Increased
277
Reduced
181
Closed
50
Calls
$9.04M
Puts
$7.62M
Net Calls
+$1.42M
Net Calls Change
-$4.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$816M
2
Creative Planning
2
Creative Planning
Kansas
$1.16B
3
LPL Financial
3
LPL Financial
California
$556M
4
5L
4
55I LLC
Massachusetts
$262M
5
AWM
5
AE Wealth Management
Kansas
$341M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$414M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
G
3
GenTrust
Florida
$11.3M
4
GI
4
Gradient Investments
Minnesota
$112M
5
ACM
5
AlphaStar Capital Management
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SkyOak Wealth
Michigan
$8.93M -$238K -4,482 -3%
DHFB
152
Dixon Hubard Feinour & Brown
Virginia
$8.85M -$711K -13,380 -7%
GM
153
GeoWealth Management
Illinois
$8.82M +$248K +4,666 +3%
KAS
154
Kestra Advisory Services
Texas
$8.75M -$1.4M -26,390 -14%
FPWM
155
FSB Premier Wealth Management
Iowa
$8.62M -$1.08M -21,435 -11%
AWMG
156
Alliance Wealth Management Group
New Jersey
$8.62M -$569K -10,706 -6%
FWP
157
Firethorn Wealth Partners
Georgia
$8.44M +$2.44M +45,861 +41%
DWM
158
Doyle Wealth Management
Florida
$8.08M +$404K +7,611 +5%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$8.06M -$97.1K -1,828 -1%
MA
160
Mutual Advisors
Nebraska
$7.97M +$1.58M +29,697 +25%
HWM
161
Horizon Wealth Management
Illinois
$7.92M -$12.1M -227,326 -60%
HC
162
HNP Capital
New York
$7.84M -$9.99K -188 -0.1%
VRM
163
Vectors Research Management
New York
$7.83M -$14.5K -273 -0.2%
BAM
164
Belpointe Asset Management
Nevada
$7.78M +$2.19M +41,242 +39%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$7.67M +$1.97M +37,019 +34%
CA
166
Continuum Advisory
Idaho
$7.63M +$1.14M +23,591 +18%
AR
167
Apeiron RIA
Texas
$7.61M +$1.47M +27,797 +24%
V
168
Veritable
Delaware
$7.4M +$1.26M +23,715 +21%
MFS
169
McNamara Financial Services
Massachusetts
$7.34M -$39K -735 -0.5%
MFA
170
Morling Financial Advisors
California
$7.29M -$135K -2,547 -2%
PFM
171
Parsec Financial Management
North Carolina
$7.19M -$319K -6,009 -4%
MWM
172
Maripau Wealth Management
Indiana
$7.16M +$1.27M +25,262 +22%
AI
173
Atria Investments
North Carolina
$7.05M -$990K -18,629 -12%
CF
174
Centaurus Financial
California
$7.01M +$1.33M +24,961 +23%
SSWM
175
Sheets Smith Wealth Management
North Carolina
$6.97M -$73.4K -1,382 -1%
5 6
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