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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 %
SGI
151
Summit Global Investments
Utah
$10.6M 234,786 +109,258 +87%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$10.5M 233,277 -45,325 -16%
WWM
153
Western Wealth Management
Colorado
$10.4M 231,287 -223,535 -49%
HI
154
Harbour Investments
Wisconsin
$10.4M 231,277 -9,207 -4%
FF
155
Financial Futures
New Jersey
$10.3M 229,451 -1,023 -0.4%
PPP
156
Private Portfolio Partners
New Jersey
$10.1M 224,659 -10,676 -5%
IWM
157
IHT Wealth Management
Illinois
$9.71M 215,810 +3,546 +2%
RC
158
RBF Capital
California
$9.65M 214,574 – –
MPW
159
MGO Private Wealth
California
$9.65M 214,563 +174,203 +432%
Principal Financial Group
160
Principal Financial Group
Iowa
$9.08M 201,846 +82,101 +69%
VPP
161
Vertex Planning Partners
Illinois
$9.06M 201,363 +201,363 New
TCM
162
Towercrest Capital Management
Pennsylvania
$9.04M 200,910 -4,756 -2%
AFAS
163
Acorn Financial Advisory Services
Virginia
$9.03M 200,791 +9,286 +5%
BHB
164
Bank Hapoalim BM
Israel
$9.01M 200,400 – –
VAS
165
Vestmark Advisory Solutions
Massachusetts
$8.86M 197,074 +46,767 +31%
HSA
166
HBK Sorce Advisory
Pennsylvania
$8.75M 194,410 +125,213 +181%
SW
167
SkyOak Wealth
Michigan
$8.65M 192,278 +19,812 +11%
UAS
168
United Asset Strategies
New York
$8.62M 191,628 +9,937 +5%
BWFA
169
Baltimore-Washington Financial Advisors
Maryland
$8.55M 190,024 -35,551 -16%
HCM
170
Hollencrest Capital Management
California
$8.52M 189,365 +189,365 New
CWA
171
Centennial Wealth Advisory
Michigan
$8.48M 188,536 -4,763 -2%
GG
172
GenWealth Group
New Jersey
$8.4M 186,700 -7,874 -4%
MLA
173
My Legacy Advisors
Oregon
$8.37M 172,664 +60,664 +54%
BAM
174
Belpointe Asset Management
Nevada
$8.36M 185,913 +930 +0.5%
CA
175
Continuum Advisory
Idaho
$8.36M 185,816 +54,250 +41%
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