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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

627 hedge funds and large institutions have $8.83B invested in SPDR Portfolio S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 297 increasing their positions, 195 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
10.84%
Holding in Top 10
130
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.04%
% of All Funds
2.25%
New
56
Increased
297
Reduced
195
Closed
40
Calls
$21.9M
Puts
$8.2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M

Top Buyers

1
LPL Financial
LPL Financial
California
$587M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M
3
CIAS
CFS Investment Advisory Services
New Jersey
$70.9M
4
TLIC
Taiyo Life Insurance Company
Japan
$53.1M
5
5L
55I LLC
Massachusetts
$274M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$1.08B
2
Bank of America
Bank of America
North Carolina
$668M
3
WAOI
Wealth Advisors of Iowa
Iowa
$13.2M
4
AssetMark Inc
AssetMark Inc
California
$121M
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Adams Wealth Management
Utah
$6.47M +$6.47M +154,087 New
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$6.44M +$363K +8,653 +6%
FAIM
178
Financial Advocates Investment Management
Washington
$6.36M -$2.57M -60,563 -29%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$6.31M +$3.3M +78,565 +110%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$6.17M -$230K -5,473 -4%
CRI
181
Colonial River Investments
Virginia
$5.93M +$503K +11,974 +9%
MWM
182
Maripau Wealth Management
Indiana
$5.89M +$263K +5,782 +5%
V
183
Veritable
Delaware
$5.86M +$63.8K +1,520 +1%
AWE
184
Avidian Wealth Enterprises
Texas
$5.84M +$1.57M +37,471 +37%
Geode Capital Management
185
Geode Capital Management
Massachusetts
$5.84M -$1.51M – –
MFS
186
McNamara Financial Services
Massachusetts
$5.74M -$17K -404 -0.3%
CA
187
CoreCap Advisors
Michigan
$5.69M +$329K +7,832 +6%
HJMC
188
Hellman Jordan Management Company
Massachusetts
$5.67M +$5.67M +135,084 New
MFA
189
Morling Financial Advisors
California
$5.61M -$123K -2,938 -2%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$5.52M +$10.2K +244 +0.2%
CA
191
Continuum Advisory
Idaho
$5.52M +$628K +14,956 +13%
IRC
192
Investors Research Corp
Georgia
$5.51M +$612K +14,572 +12%
NC
193
NovaPoint Capital
Georgia
$5.41M +$982K +23,389 +22%
WWP
194
WR Wealth Planners
Missouri
$5.37M +$80.5K +1,916 +2%
WHCI
195
W.H. Cornerstone Investments
Massachusetts
$5.35M +$5.35M +127,298 New
American Century Companies
196
American Century Companies
Missouri
$5.34M +$1.79M +42,700 +51%
SGI
197
Summit Global Investments
Utah
$5.27M +$2.98M +71,030 +130%
AI
198
Atria Investments
North Carolina
$5.22M +$870K +20,724 +20%
TC
199
TownSquare Capital
Utah
$5.2M +$264K +6,277 +5%
VRM
200
Vectors Research Management
New York
$5.16M -$1.67M -39,694 -24%
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