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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 %
CAG
201
Csenge Advisory Group
Florida
$5.03M -$402K -7,566 -7%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$5.02M +$327K +6,159 +7%
Jane Street
203
Jane Street
New York
$4.97M +$4.72M +88,774 +1,849%
MA
204
MJP Associates
Connecticut
$4.96M -$1.03M -19,338 -17%
CWA
205
Clarus Wealth Advisors
Arizona
$4.93M +$184K +3,555 +4%
BWM
206
Baystate Wealth Management
Massachusetts
$4.92M +$2.82M +52,987 +134%
OPS
207
Orion Portfolio Solutions
Nebraska
$4.84M +$216K +4,063 +5%
CFD
208
Creative Financial Designs
Indiana
$4.84M +$2.03M +38,118 +72%
WP
209
WealthPLAN Partners
Nebraska
$4.72M +$675K +13,929 +17%
WIM
210
WealthPlan Investment Management
Nebraska
$4.72M +$4.72M +97,317 New
BSG
211
Black Swift Group
Colorado
$4.66M +$64.4K +1,212 +1%
RIG
212
Roosevelt Investment Group
New York
$4.64M +$34.1K +642 +0.7%
9WM
213
9258 Wealth Management
Ohio
$4.49M +$4.49M +84,577 New
BWM
214
BlackDiamond Wealth Management
New York
$4.47M +$377K +7,096 +9%
IWN
215
Independent Wealth Network
Iowa
$4.45M +$157K +2,953 +4%
CWM
216
Congress Wealth Management
Massachusetts
$4.45M -$9.65M -181,570 -68%
CCM
217
Condor Capital Management
New Jersey
$4.25M -$357K -6,714 -8%
SFP
218
Shepherd Financial Partners
Massachusetts
$4.18M +$203K +3,813 +5%
AWE
219
Avidian Wealth Enterprises
Texas
$4.16M +$1.93M +36,250 +86%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$4.13M -$654K -12,307 -14%
FCI
221
Financial Counselors Inc
Kansas
$4.12M – – –
TFA
222
Teamwork Financial Advisors
Texas
$4.05M +$1.92M +36,192 +91%
AO
223
Advisor OS
Illinois
$3.96M +$1.13M +21,297 +40%
OWA
224
Outlook Wealth Advisors
Texas
$3.91M -$31.6K -594 -0.8%
TWM
225
Trinity Wealth Management
Pennsylvania
$3.75M -$116K -2,183 -3%
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