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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.1B invested in SPDR Portfolio S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 278 increasing their positions, 212 reducing their positions, and 44 closing their positions.

Holders
694
Holders Change
+67
Holders Change %
+10.69%
% of All Funds
11.2%
Holding in Top 10
145
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.54%
% of All Funds
2.34%
New
127
Increased
278
Reduced
212
Closed
44
Calls
$24.2M
Puts
$7.97M
Net Calls
+$16.2M
Net Calls Change
+$2.48M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$273M
3
MWM
3
Moran Wealth Management
Florida
$111M
4
APTFM
4
AGUR Provident & Training Funds Management
Israel
$88.1M
5
OIA
5
OneDigital Investment Advisors
Kansas
$112M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$74.3M
2
Bank of America
2
Bank of America
North Carolina
$213M
3
Creative Planning
3
Creative Planning
Kansas
$1.08B
4
ACG
4
Allen Capital Group
Nebraska
$0
5
FCA
5
FLC Capital Advisors
California
$3.17M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
201
Flagship Harbor Advisors
Massachusetts
$6.26M 139,147 -26,136 -16%
Geode Capital Management
202
Geode Capital Management
Massachusetts
– – – –
LNC
203
Lincoln National Corp
Pennsylvania
$6.23M 138,428 +21,120 +18%
WWP
204
WR Wealth Planners
Missouri
$6.22M 138,244 +10,241 +8%
WHCI
205
W.H. Cornerstone Investments
Massachusetts
$6.2M 132,352 +5,054 +4%
DWM
206
Dakota Wealth Management
Florida
$6.18M 137,410 -18,921 -12%
American Century Companies
207
American Century Companies
Missouri
$6.15M 136,700 +9,500 +7%
Citadel Advisors
208
Citadel Advisors
Florida
$6.08M 135,218 +58,479 +76%
SSWM
209
Sheets Smith Wealth Management
North Carolina
$5.88M 130,782 -770 -0.6%
MFA
210
Morling Financial Advisors
California
$5.84M 129,888 -3,821 -3%
NC
211
NovaPoint Capital
Georgia
$5.84M 129,758 +965 +0.7%
MWM
212
Maripau Wealth Management
Indiana
$5.79M 126,643 -3,113 -2%
CA
213
Cetera Advisors
Colorado
$5.72M 127,206 +100,570 +378%
HC
214
HNP Capital
New York
$5.69M 126,559 +3,634 +3%
TC
215
TownSquare Capital
Utah
$5.66M 125,864 +2,049 +2%
DAS
216
Dynamic Advisor Solutions
Arizona
$5.57M 123,777 +112,440 +992%
WP
217
WealthPLAN Partners
Nebraska
$5.55M 114,243 +114,243 New
WIM
218
WealthPlan Investment Management
Nebraska
$5.54M 114,243 +10,433 +10%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$5.54M 123,122 +17,173 +16%
BTWM
220
Baker Tilly Wealth Management
Wisconsin
$5.53M 123,044 +12,203 +11%
OPS
221
Orion Portfolio Solutions
Nebraska
$5.52M 122,697 +16,693 +16%
WEPOG
222
Wealth Enhancement & Preservation of GA
Georgia
$5.52M 122,645 +29,460 +32%
AWA
223
ARQ Wealth Advisors
Arizona
$5.44M 120,876 +12,980 +12%
GWM
224
Geneos Wealth Management
Colorado
$5.39M 119,870 +6,321 +6%
TFA
225
Transamerica Financial Advisors
Florida
$5.3M 117,893 +102,043 +644%
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