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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 %
FP
151
Fiduciary Planning
Florida
$7.45M -$1M -22,625 -12%
FPWM
152
FSB Premier Wealth Management
Iowa
$7.45M -$150K -3,381 -2%
SW
153
SkyOak Wealth
Michigan
$7.43M -$26.4K -596 -0.4%
MFA
154
Mayflower Financial Advisors
Massachusetts
$7.28M +$4.22M +95,245 +138%
KAS
155
Kestra Advisory Services
Texas
$7.24M -$70.1K -1,580 -1%
VRM
156
Vectors Research Management
New York
$7.21M +$673K +15,174 +10%
HC
157
HNP Capital
New York
$7.21M +$667K +15,034 +10%
AWMG
158
Alliance Wealth Management Group
New Jersey
$7.2M +$7.67K +173 +0.1%
HWM
159
Horizon Wealth Management
Illinois
$7.12M +$509K +11,469 +8%
DHFB
160
Dixon Hubard Feinour & Brown
Virginia
$7.09M -$297K -6,701 -4%
MA
161
Mutual Advisors
Nebraska
$7.03M +$375K +8,465 +6%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$6.76M +$29.8K +673 +0.4%
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.73M +$4.78M +107,797 +246%
BAM
164
Belpointe Asset Management
Nevada
$6.68M +$186K +4,199 +3%
9WM
165
9258 Wealth Management
Ohio
$6.56M +$2.81M +63,434 +75%
BWM
166
Baystate Wealth Management
Massachusetts
$6.55M +$2.44M +55,111 +60%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$6.54M +$6.54M +147,392 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$6.41M +$11.3K +254 +0.2%
TRCT
169
Tower Research Capital (TRC)
New York
$6.39M +$4.71M +106,339 +281%
SWA
170
Stratos Wealth Advisors
Ohio
$6.34M -$3.62M -81,543 -36%
V
171
Veritable
Delaware
$6.13M -$53.9K -1,215 -0.9%
MFS
172
McNamara Financial Services
Massachusetts
$6.07M -$51.6K -1,164 -0.8%
MFA
173
Morling Financial Advisors
California
$6.06M -$21.8K -492 -0.4%
MWM
174
Maripau Wealth Management
Indiana
$5.99M -$865K -17,902 -13%
SSWM
175
Sheets Smith Wealth Management
North Carolina
$5.82M +$9K +203 +0.2%
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