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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 294 increasing their positions, 234 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
–
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
142
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.07%
% of All Funds
2.27%
New
75
Increased
294
Reduced
234
Closed
59
Calls
$28.9M
Puts
$29.3M
Net Calls
-$398K
Net Calls Change
-$16.6M

Top Buyers

1
LPL Financial
LPL Financial
California
+$136M
2
OIA
OneDigital Investment Advisors
Kansas
+$45.2M
3
ACG
Allen Capital Group
Nebraska
+$40.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.4M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$30.3M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$273M
2
MWM
Moran Wealth Management
Florida
-$111M
3
BlackRock
BlackRock
New York
-$110M
4
TC
Trilogy Capital
California
-$90.1M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
226
Market Street Wealth Management Advisors
Indiana
$5.59M +$1.1M +22,900 +25%
CIC
227
Carnegie Investment Counsel
Ohio
$5.51M +$5.51M +114,514 New
CWA
228
Clearview Wealth Advisors
Oregon
$5.32M -$7.32M -152,106 -58%
CA
229
Continuum Advisory
Idaho
$5.22M -$3.72M -77,310 -42%
PFM
230
Parsec Financial Management
North Carolina
$5.22M -$90.1K -1,872 -2%
WEG
231
World Equity Group
Illinois
$5.17M -$3.04M -23,924 -37%
SPWG
232
Syntegra Private Wealth Group
Missouri
$5.11M +$58.9K +1,223 +1%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$1.06M +22,060 +26%
GB
234
Gunma Bank
Japan
$5.06M – – –
DLHL
235
Donald L. Hagan LLC
Florida
$5.05M +$748K +15,525 +17%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$5.04M +$5.04M +104,761 New
CAG
237
Csenge Advisory Group
Florida
$4.91M -$67.7K -1,405 -1%
PA
238
PFG Advisors
Arizona
$4.84M +$105K +2,185 +2%
QPWM
239
Quadrant Private Wealth Management
Pennsylvania
$4.71M +$826K +17,153 +21%
CFD
240
Creative Financial Designs
Indiana
$4.69M -$359K -7,449 -7%
HSA
241
HBK Sorce Advisory
Pennsylvania
$4.69M -$4.67M -96,960 -50%
SPI
242
Sutton Place Investors
New York
$4.58M -$107K -2,228 -2%
IWN
243
Independent Wealth Network
Iowa
$4.55M +$102K +2,110 +2%
CIA
244
Compass Ion Advisors
Pennsylvania
$4.55M +$113K +2,339 +3%
SOS
245
Silver Oak Securities
Tennessee
$4.52M +$285K +5,912 +7%
OFG
246
OmniStar Financial Group
North Carolina
$4.36M +$4.36M +90,497 New
BWM
247
BlackDiamond Wealth Management
New York
$4.3M -$473K -9,896 -10%
WC
248
Waterloo Capital
Texas
$4.29M +$4.29M +89,142 New
CWA
249
Clarus Wealth Advisors
Arizona
$4.29M -$97.7K -2,031 -2%
RWPA
250
Richard W. Paul & Associates
Michigan
$4.28M +$72.7K +1,510 +2%
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