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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 %
AI
201
Atria Investments
North Carolina
$4.59M -$1.29M -29,000 -22%
AWE
202
Avidian Wealth Enterprises
Texas
$4.51M +$1.04M +23,490 +30%
SAM
203
Strategic Asset Management
Minnesota
$4.5M -$10.2K -231 -0.2%
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$4.46M +$264K +5,951 +6%
OPS
205
Orion Portfolio Solutions
Nebraska
$4.45M +$412K +9,282 +10%
CWA
206
Clarus Wealth Advisors
Arizona
$4.38M +$75.1K +1,662 +2%
CIA
207
Compass Ion Advisors
Pennsylvania
$4.33M -$106K -2,385 -2%
FHC
208
First Heartland Consultants
Missouri
$4.3M +$51.5K +1,161 +1%
BWM
209
BlackDiamond Wealth Management
New York
$3.95M +$45.1K +972 +1%
GM
210
GeoWealth Management
Illinois
$3.91M -$3.45M -77,831 -47%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$3.9M +$1.74M +39,219 +81%
IWN
212
Independent Wealth Network
Iowa
$3.88M +$174K +3,921 +5%
RIG
213
Roosevelt Investment Group
New York
$3.81M -$67.3K -1,519 -2%
American Century Companies
214
American Century Companies
Missouri
$3.75M -$1.78M -40,200 -32%
CAG
215
Csenge Advisory Group
Florida
$3.56M -$639K -14,420 -15%
SFP
216
Shepherd Financial Partners
Massachusetts
$3.48M -$3.95K -89 -0.1%
FCI
217
Financial Counselors Inc
Kansas
$3.45M +$8.16K +184 +0.2%
CCM
218
Condor Capital Management
New Jersey
$3.42M -$133K -2,994 -4%
CPO
219
Cerity Partners OCIO
New York
$3.37M +$1.02M +23,100 +44%
HSA
220
HBK Sorce Advisory
Pennsylvania
$3.35M +$2.5M +56,354 +294%
PA
221
PFG Advisors
Arizona
$3.3M +$1.09M +24,676 +50%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$3.28M +$2.69M +60,674 +456%
TWM
223
Trinity Wealth Management
Pennsylvania
$3.28M +$154K +3,475 +5%
TFA
224
Teamwork Financial Advisors
Texas
$3.23M -$146K -3,282 -4%
VAS
225
Vestmark Advisory Solutions
Massachusetts
$3.18M +$1.33M +30,097 +72%
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