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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.16B 21,834,129 +5,602,568 +35%
Bank of America
2
Bank of America
North Carolina
$816M 15,349,445 +9,962,715 +185%
LPL Financial
3
LPL Financial
California
$556M 10,465,483 +1,709,913 +20%
SMM
4
Stadion Money Management
Georgia
$414M 7,793,978 -2,372,192 -23%
AWM
5
AE Wealth Management
Kansas
$341M 6,413,479 +1,445,051 +29%
5L
6
55I LLC
Massachusetts
$262M 4,931,385 +1,600,762 +48%
Financial Engines Advisors
7
Financial Engines Advisors
California
$255M 4,790,633 -56,052 -1%
AssetMark Inc
8
AssetMark Inc
California
$249M 4,683,478 +50,714 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$193M 3,667,892 -113,949 -3%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$180M 3,391,341 +25,327 +0.8%
BCM
11
Brookstone Capital Management
Illinois
$168M 3,237,665 +523,766 +19%
PAG
12
Private Advisor Group
New Jersey
$157M 2,956,286 -653,490 -18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$141M 2,647,363 -409,632 -13%
CCMG
14
Clark Capital Management Group
Pennsylvania
$128M 2,406,712 -1,722,160 -42%
Wells Fargo
15
Wells Fargo
California
$125M 2,353,930 +310,312 +15%
Ameriprise
16
Ameriprise
Minnesota
$116M 2,185,162 -1,094,809 -33%
GI
17
Gradient Investments
Minnesota
$112M 2,111,376 -1,275,434 -38%
PWA
18
Peterson Wealth Advisors
Utah
$112M 2,100,084 +98,239 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$109M 2,049,364 -336,199 -14%
TC
20
Trilogy Capital
California
$101M 1,906,587 +179,974 +10%
Morgan Stanley
21
Morgan Stanley
New York
$95.9M 1,805,164 -521,135 -22%
DJSG
22
D.J. St. Germain
Massachusetts
$94.3M 1,774,645 +176,380 +11%
BlackRock
23
BlackRock
New York
$90M 1,694,160 +197,709 +13%
KW
24
KWB Wealth
California
$86.2M 1,543,404 -1,859 -0.1%
CAL
25
Capital Analysts LLC
Pennsylvania
$83.1M 1,564,802 -131,872 -8%
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