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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.

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
1
LPL Financial
California
$587M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$70.9M
4
TLIC
4
Taiyo Life Insurance Company
Japan
$53.1M
5
5L
5
55I LLC
Massachusetts
$274M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$668M
3
WAOI
3
Wealth Advisors of Iowa
Iowa
$13.2M
4
AssetMark Inc
4
AssetMark Inc
California
$121M
5
State Street
5
State Street
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.08B 25,658,125 -1,733,894 -6%
Bank of America
2
Bank of America
North Carolina
$668M 15,919,246 -1,384,353 -8%
LPL Financial
3
LPL Financial
California
$587M 13,982,089 +3,157,189 +29%
SMM
4
Stadion Money Management
Georgia
$362M 8,631,931 +903,848 +12%
AWM
5
AE Wealth Management
Kansas
$336M 8,006,822 +561,167 +8%
5L
6
55I LLC
Massachusetts
$274M 6,515,857 +1,033,282 +19%
Financial Engines Advisors
7
Financial Engines Advisors
California
$204M 4,860,845 +68,355 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$171M 4,082,720 +498,475 +14%
PAG
9
Private Advisor Group
New Jersey
$152M 3,615,710 -126,819 -3%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$137M 3,255,989 -249,047 -7%
GI
11
Gradient Investments
Minnesota
$134M 3,188,120 +1,009,573 +46%
AssetMark Inc
12
AssetMark Inc
California
$121M 2,891,613 -889,093 -24%
Morgan Stanley
13
Morgan Stanley
New York
$116M 2,755,001 +435,263 +19%
BCM
14
Brookstone Capital Management
Illinois
$97.3M 2,319,793 -222,280 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$96.2M 2,290,647 +19,439 +0.9%
PWA
16
Peterson Wealth Advisors
Utah
$94.8M 2,257,989 +29,689 +1%
DJSG
17
D.J. St. Germain
Massachusetts
$85.4M 1,926,019 – –
TC
18
Trilogy Capital
California
$81.7M 1,945,016 +2,626 +0.1%
CAL
19
Capital Analysts LLC
Pennsylvania
$81.3M 1,936,320 +401,590 +26%
Wells Fargo
20
Wells Fargo
California
$79.9M 1,902,099 -38,700 -2%
BlackRock
21
BlackRock
New York
$77.4M 1,844,459 -49,996 -3%
KW
22
KWB Wealth
California
$74.4M 1,771,866 +88,260 +5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M 1,710,218 +1,710,218 New
CIAS
24
CFS Investment Advisory Services
New Jersey
$70.9M 70,902,290 +69,289,305 +4,296%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$67.5M 1,606,748 +508,715 +46%
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