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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 %
Creative Planning
1
Creative Planning
Kansas
$1.08B 23,974,396 -1,683,729 -7%
LPL Financial
2
LPL Financial
California
$679M 15,101,818 +1,119,729 +8%
SMM
3
Stadion Money Management
Georgia
$380M 8,453,421 -178,510 -2%
AWM
4
AE Wealth Management
Kansas
$346M 7,682,199 -324,623 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$319M 7,093,612 +7,093,600 +59,113,333%
CCMG
6
Clark Capital Management Group
Pennsylvania
$273M 6,061,309 +6,055,657 +107,142%
Financial Engines Advisors
7
Financial Engines Advisors
California
$222M 4,928,881 +68,036 +1%
Bank of America
8
Bank of America
North Carolina
$213M 4,731,121 -11,188,125 -70%
Osaic Holdings
9
Osaic Holdings
Arizona
$179M 3,979,132 -103,588 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$168M 3,726,370 +1,435,723 +63%
AssetMark Inc
11
AssetMark Inc
California
$163M 3,629,157 +737,544 +26%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$158M 3,516,523 +260,534 +8%
GI
13
Gradient Investments
Minnesota
$145M 3,214,663 +26,543 +0.8%
Morgan Stanley
14
Morgan Stanley
New York
$124M 2,767,713 +12,712 +0.5%
OIA
15
OneDigital Investment Advisors
Kansas
$112M 2,484,080 +1,724,369 +227%
MWM
16
Moran Wealth Management
Florida
$111M 2,469,225 +2,469,225 New
CAL
17
Capital Analysts LLC
Pennsylvania
$107M 2,381,958 +445,638 +23%
PWA
18
Peterson Wealth Advisors
Utah
$105M 2,326,419 +68,430 +3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M 2,292,422 +582,204 +34%
BlackRock
20
BlackRock
New York
$103M 2,291,813 +447,354 +24%
BCM
21
Brookstone Capital Management
Illinois
$98.5M 2,159,804 -159,989 -7%
GAG
22
GM Advisory Group
New York
$92.4M 2,053,929 +720,002 +54%
APTFM
23
AGUR Provident & Training Funds Management
Israel
$88.1M 1,958,294 +1,958,294 New
TLIC
24
Taiyo Life Insurance Company
Japan
$87.3M 1,940,500 +675,500 +53%
TC
25
Trilogy Capital
California
$85.3M 1,896,607 -48,409 -2%
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