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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 %
JWM
176
Jackson Wealth Management
Florida
$5.78M -$7.72M -174,000 -57%
CRI
177
Colonial River Investments
Virginia
$5.73M +$2.75M +61,939 +92%
CA
178
CoreCap Advisors
Michigan
$5.66M +$278K +6,272 +5%
CC
179
Copperleaf Capital
North Carolina
$5.62M +$50.2K +1,132 +0.9%
WWP
180
WR Wealth Planners
Missouri
$5.59M +$205K +4,627 +4%
PFM
181
Parsec Financial Management
North Carolina
$5.49M -$506K -11,411 -8%
MHB
182
Midwest Heritage Bank
Iowa
$5.48M -$313K -7,060 -5%
FHA
183
Flagship Harbor Advisors
Massachusetts
$5.46M +$568K +12,813 +12%
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$5.35M +$63.1K +1,423 +1%
ACP
185
Aveo Capital Partners
Colorado
$5.24M -$218K -4,919 -4%
TC
186
TownSquare Capital
Utah
$5.21M +$155K +3,501 +3%
IRC
187
Investors Research Corp
Georgia
$5.17M +$905K +20,412 +21%
CA
188
Continuum Advisory
Idaho
$5.17M -$1.81M -40,851 -26%
SPIA
189
Steward Partners Investment Advisory
New York
$5.16M +$834K +18,818 +19%
BTWM
190
Baker Tilly Wealth Management
Wisconsin
$5.09M +$64.4K +1,452 +1%
SPI
191
Sutton Place Investors
New York
$5.07M -$147K -3,313 -3%
CFD
192
Creative Financial Designs
Indiana
$4.99M +$948K +21,380 +23%
DWM
193
Dakota Wealth Management
Florida
$4.85M +$1.79M +40,300 +58%
MCWS
194
McKinley Carter Wealth Services
West Virginia
$4.74M -$25.7K -579 -0.5%
CF
195
Centaurus Financial
California
$4.72M -$1.13M -25,563 -19%
LNC
196
Lincoln National Corp
Pennsylvania
$4.71M +$402K +9,067 +9%
AWA
197
ARQ Wealth Advisors
Arizona
$4.71M +$342K +7,705 +8%
GWM
198
Geneos Wealth Management
Colorado
$4.69M +$1.55M +34,625 +49%
BSG
199
Black Swift Group
Colorado
$4.68M +$792K +17,867 +20%
NC
200
NovaPoint Capital
Georgia
$4.67M -$1.05M -23,593 -18%
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