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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 %
HC
201
HNP Capital
New York
$5.16M -$1.67M -39,669 -24%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$5.06M +$5.06M +120,483 New
PFM
203
Parsec Financial Management
North Carolina
$5.06M -$146K -3,483 -3%
SPIA
204
Steward Partners Investment Advisory
New York
$5.05M +$162K +3,847 +3%
Principal Financial Group
205
Principal Financial Group
Iowa
$5.03M +$3.44M +81,888 +216%
LNC
206
Lincoln National Corp
Pennsylvania
$4.93M +$465K +11,075 +10%
MHB
207
Midwest Heritage Bank
Iowa
$4.82M -$365K -8,692 -7%
WIM
208
WealthPlan Investment Management
Nebraska
$4.8M +$4.8M +103,810 New
GWM
209
Geneos Wealth Management
Colorado
$4.77M +$374K +8,901 +9%
MLA
210
My Legacy Advisors
Oregon
$4.71M +$2.29M +54,390 +94%
BWM
211
BlackDiamond Wealth Management
New York
$4.66M +$811K +17,911 +21%
BTWM
212
Baker Tilly Wealth Management
Wisconsin
$4.65M -$164K -3,902 -3%
AWA
213
Arete Wealth Advisors
Illinois
$4.59M +$4.2M +100,020 +1,066%
IMC Chicago
214
IMC Chicago
Illinois
$4.59M +$4.59M +109,371 New
CFD
215
Creative Financial Designs
Indiana
$4.59M -$131K -3,124 -3%
AWA
216
ARQ Wealth Advisors
Arizona
$4.53M +$73K +1,738 +2%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$4.46M +$234K +5,583 +6%
OPS
218
Orion Portfolio Solutions
Nebraska
$4.45M +$234K +5,575 +6%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$4.45M -$43.6K -1,038 -1%
CF
220
Centaurus Financial
California
$4.38M -$82.9K -1,975 -2%
SAM
221
Strategic Asset Management
Minnesota
$4.35M +$79.6K +1,896 +2%
SPI
222
Sutton Place Investors
New York
$4.25M -$554K -13,199 -12%
VBFP
223
Valtinson Bruner Financial Planning
Minnesota
$4.06M -$1.01M -23,972 -20%
CWA
224
Clarus Wealth Advisors
Arizona
$4.04M -$68.6K -1,621 -2%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$4.02M +$323K +7,693 +9%
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