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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.

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
1
Creative Planning
Kansas
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$767M
3
WAOI
3
Wealth Advisors of Iowa
Iowa
$72.3M
4
AWM
4
AE Wealth Management
Kansas
$330M
5
WANY
5
Wealthspire Advisors (New York)
New York
$39.6M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$71.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$263K
3
Ameriprise
3
Ameriprise
Minnesota
$41.8M
4
AssetMark Inc
4
AssetMark Inc
California
$168M
5
BCM
5
Brookstone Capital Management
Illinois
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.21B 27,392,019 +5,557,890 +25%
Bank of America
2
Bank of America
North Carolina
$767M 17,303,599 +1,954,154 +13%
LPL Financial
3
LPL Financial
California
$480M 10,824,900 +359,417 +3%
SMM
4
Stadion Money Management
Georgia
$343M 7,728,083 -65,895 -0.8%
AWM
5
AE Wealth Management
Kansas
$330M 7,445,655 +1,032,176 +16%
5L
6
55I LLC
Massachusetts
$243M 5,482,575 +551,190 +11%
Financial Engines Advisors
7
Financial Engines Advisors
California
$212M 4,792,490 +1,857 +0%
AssetMark Inc
8
AssetMark Inc
California
$168M 3,780,706 -902,772 -19%
PAG
9
Private Advisor Group
New Jersey
$166M 3,742,529 +786,243 +27%
Osaic Holdings
10
Osaic Holdings
Arizona
$159M 3,584,245 -83,647 -2%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$155M 3,505,036 +113,695 +3%
BCM
12
Brookstone Capital Management
Illinois
$116M 2,542,073 -695,592 -21%
Morgan Stanley
13
Morgan Stanley
New York
$103M 2,319,738 +514,574 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$101M 2,271,208 -376,155 -14%
PWA
15
Peterson Wealth Advisors
Utah
$98.8M 2,228,300 +128,216 +6%
GI
16
Gradient Investments
Minnesota
$96.6M 2,178,547 +67,171 +3%
TC
17
Trilogy Capital
California
$86.1M 1,942,390 +35,803 +2%
Wells Fargo
18
Wells Fargo
California
$86.1M 1,940,799 -413,131 -18%
DJSG
19
D.J. St. Germain
Massachusetts
$85.4M 1,926,019 +151,374 +9%
BlackRock
20
BlackRock
New York
$84M 1,894,455 +200,295 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$76.1M 1,715,928 -333,436 -16%
KW
22
KWB Wealth
California
$74.7M 1,683,606 +140,202 +9%
WAOI
23
Wealth Advisors of Iowa
Iowa
$72.3M 1,529,654 +1,025,152 +203%
CIAS
24
CFS Investment Advisory Services
New Jersey
$71.5M 1,612,985 -83,299,895 -98%
CAL
25
Capital Analysts LLC
Pennsylvania
$68.1M 1,534,730 -30,072 -2%
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