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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$292M
2
LPL Financial
LPL Financial
California
+$139M
3
SWM
SigFig Wealth Management
California
+$124M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$83.9M
5
SMM
Stadion Money Management
Georgia
+$78.4M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$56.7M
2
KW
KWB Wealth
California
-$25.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$22.8M
4
RWA
Rooted Wealth Advisors
Illinois
-$17.8M
5
CWA
Core Wealth Advisors
Florida
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
226
Morling Financial Advisors
California
$6.66M -$59.4K -1,140 -0.9%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$6.6M -$49.6K -952 -0.7%
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$6.4M +$291K +5,585 +5%
AWA
229
Authentikos Wealth Advisory
California
$6.39M -$2.7M -51,903 -30%
CA
230
Cetera Advisors
Colorado
$6.23M +$2.7M +51,892 +77%
SS
231
Simplicity Solutions
Minnesota
$6.15M -$7.74M -148,566 -56%
AA
232
Apriem Advisors
California
$6.12M -$50.8K -975 -0.8%
FWA
233
Freedom Wealth Alliance
Wisconsin
$6.08M +$3.84M +72,605 +171%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$6.07M -$3.98M -76,438 -40%
VRM
235
Vectors Research Management
New York
$6.07M -$1.36M -26,015 -18%
MSWMA
236
Market Street Wealth Management Advisors
Indiana
$6.05M +$1.72K +33 +0%
Stifel Financial
237
Stifel Financial
Missouri
$6M +$3.46M +66,335 +136%
TC
238
TownSquare Capital
Utah
$5.99M -$1.07M -20,500 -15%
AWA
239
ARQ Wealth Advisors
Arizona
$5.95M -$455K -8,741 -7%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$5.87M -$233K -4,469 -4%
QPWM
241
Quadrant Private Wealth Management
Pennsylvania
$5.63M +$533K +10,233 +10%
MWM
242
Modera Wealth Management
New Jersey
$5.6M +$5.6M +107,497 New
IWN
243
Independent Wealth Network
Iowa
$5.48M +$548K +10,515 +11%
CWA
244
Clearview Wealth Advisors
Oregon
$5.43M -$323K -6,208 -6%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$5.3M -$164K -3,138 -3%
DLHL
246
Donald L. Hagan LLC
Florida
$5.29M -$170K -3,263 -3%
RFG
247
Range Financial Group
Oregon
$5.23M +$2.35M +45,178 +82%
MA
248
MONECO Advisors
Connecticut
$5.2M +$4.42M +84,760 +562%
BWM
249
BlackDiamond Wealth Management
New York
$5.16M +$338K +6,315 +7%
CIA
250
Compass Ion Advisors
Pennsylvania
$5.14M +$223K +4,278 +5%
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