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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

919 hedge funds and large institutions have $19.9B invested in SPDR Portfolio S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 411 increasing their positions, 258 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.47%
Holding in Top 10
193
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.4%
% of All Funds
2.83%
New
176
Increased
411
Reduced
258
Closed
28
Calls
$17.3M
Puts
$12.3M
Net Calls
+$5.05M
Net Calls Change
-$4.17M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$484M
2
LPL Financial
LPL Financial
California
+$258M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$228M
4
ACM
Advance Capital Management
Michigan
+$222M
5
Bank of America
Bank of America
North Carolina
+$130M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
-$191M
2
GWP
Gateway Wealth Partners
Wisconsin
-$77.8M
3
BCM
Brookstone Capital Management
Illinois
-$34.8M
4
SWM
SigFig Wealth Management
California
-$33.5M
5
SMM
Stadion Money Management
Georgia
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$9.92M +$5.21M +93,114 +110%
HCM
227
Hollencrest Capital Management
California
$9.78M -$574K -10,266 -6%
SAW
228
Signal Advisors Wealth
Michigan
$9.78M +$9.78M +174,921 New
TFA
229
Teamwork Financial Advisors
Texas
$9.72M +$1.13M +20,284 +13%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$9.62M +$9.62M +172,155 New
CA
231
Continuum Advisory
Idaho
$9.59M -$702K -12,556 -7%
O3W
232
Omni 360 Wealth
New Jersey
$9.58M +$9.58M +171,456 New
WP
233
WealthPLAN Partners
Nebraska
$9.57M +$3.25M +58,129 +51%
BW
234
Bison Wealth
Georgia
$9.57M +$1.05M +18,819 +12%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$9.54M +$826K +14,783 +9%
GG
236
GenWealth Group
New Jersey
$9.32M -$142K -2,548 -2%
NC
237
NovaPoint Capital
Georgia
$9.29M +$1.04M +18,525 +13%
TC
238
TownSquare Capital
Utah
$9.26M +$2.66M +47,650 +40%
IRC
239
Investors Research Corp
Georgia
$9.22M +$313K +5,592 +4%
EFS
240
Econ Financial Services
Pennsylvania
$9.2M -$456K -8,159 -5%
AO
241
Advisor OS
Illinois
$9.15M -$703K -12,571 -7%
BWG
242
Beta Wealth Group
California
$9.11M +$254K +4,552 +3%
LWL
243
Leo Wealth LLC
Texas
$9.09M +$9.09M +151,128 New
AWMG
244
Alliance Wealth Management Group
New Jersey
$9.06M +$9.06M +162,054 New
SGWM
245
Sterling Group Wealth Management
California
$8.99M +$8.99M +160,829 New
AFAS
246
Acorn Financial Advisory Services
Virginia
$8.98M -$2.37M -42,381 -21%
MSA
247
Marathon Strategic Advisors
Pennsylvania
$8.94M +$8.94M +159,950 New
MWM
248
Maripau Wealth Management
Indiana
$8.87M -$19.5K -348 -0.2%
CSPAM
249
Cary Street Partners Asset Management
Virginia
$8.72M +$1.11M +19,908 +15%
WWP
250
WR Wealth Planners
Missouri
$8.65M -$145K -2,600 -2%
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