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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

779 hedge funds and large institutions have $14.8B invested in SPDR Portfolio S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 367 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+20
Holders Change %
+2.64%
% of All Funds
12.42%
Holding in Top 10
163
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.82%
% of All Funds
2.6%
New
77
Increased
367
Reduced
252
Closed
46
Calls
$14.4M
Puts
$5.18M
Net Calls
+$9.21M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M
2
LPL Financial
LPL Financial
California
+$112M
3
Osaic Holdings
Osaic Holdings
Arizona
+$112M
4
OIA
OneDigital Investment Advisors
Kansas
+$111M
5
APTFM
AGUR Provident & Training Funds Management
Israel
+$103M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$145M
2
DJSG
D.J. St. Germain
Massachusetts
-$91.1M
3
BCM
Brookstone Capital Management
Illinois
-$28.4M
4
DCM
Davidson Capital Management
Texas
-$24.9M
5
EWA
EP Wealth Advisors
California
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
226
Carnegie Investment Counsel
Ohio
$7.53M +$692K +13,765 +10%
BCI
227
Brinker Capital Investments
Pennsylvania
$7.48M -$545K -10,848 -7%
OPS
228
Orion Portfolio Solutions
Nebraska
$7.48M -$545K -10,848 -7%
NC
229
NovaPoint Capital
Georgia
$7.42M -$97.2K -1,933 -1%
MFS
230
McNamara Financial Services
Massachusetts
$7.26M +$42.1K +838 +0.6%
Geode Capital Management
231
Geode Capital Management
Massachusetts
$7.16M -$7.4M – –
MSRI
232
Michael S. Ryan Inc
New York
$7.11M +$621K +12,624 +10%
VBFP
233
Valtinson Bruner Financial Planning
Minnesota
$7.08M +$326K +6,488 +5%
AWMNH
234
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.06M -$3.64M -72,327 -34%
CSPAM
235
Cary Street Partners Asset Management
Virginia
$6.84M +$6.84M +136,157 New
SFS
236
Sowell Financial Services
Arkansas
$6.82M +$2.08M +41,401 +44%
SPI
237
Sutton Place Investors
New York
$6.79M +$1.97M +39,166 +41%
ACP
238
Aveo Capital Partners
Colorado
$6.76M -$286K -5,690 -4%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$6.59M +$223K +4,435 +4%
1WM
240
1900 Wealth Management
Texas
$6.51M +$6.1M +121,304 +1,463%
MFA
241
Morling Financial Advisors
California
$6.27M -$151K -3,014 -2%
Stifel Financial
242
Stifel Financial
Missouri
$6.25M +$461K +9,166 +8%
CA
243
Cetera Advisors
Colorado
$6.24M +$223K +4,433 +4%
NL
244
NWAM LLC
Washington
$6.19M +$2.23M +44,339 +56%
TC
245
TownSquare Capital
Utah
$5.93M +$151K +3,009 +3%
QPWM
246
Quadrant Private Wealth Management
Pennsylvania
$5.83M +$392K +7,802 +7%
AA
247
Apriem Advisors
California
$5.8M -$98.6K -1,962 -2%
AWA
248
Authentikos Wealth Advisory
California
$5.76M -$402K -7,998 -7%
WP
249
WealthPLAN Partners
Nebraska
$5.68M +$1.64M +32,572 +40%
MCWS
250
McKinley Carter Wealth Services
West Virginia
$5.63M -$33.6K -669 -0.6%
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