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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 %
CF
251
Centaurus Financial
California
$4.23M -$162K -3,374 -4%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$4.18M -$9.1M -188,931 -69%
FHC
253
First Heartland Consultants
Missouri
$4.17M -$204K -4,235 -5%
LCGC
254
Legacy Capital Group California
California
$4.09M +$4.09M +84,864 New
VA
255
Valmark Advisers
Ohio
$4.03M +$1.56M +32,333 +63%
LWMM
256
Legacy Wealth Management (Mississippi)
Mississippi
$4.02M +$1.69K +35 +0%
SFP
257
Shepherd Financial Partners
Massachusetts
$3.92M -$16.3M -339,377 -81%
MCC
258
Money Concepts Capital
Florida
$3.91M +$2.97M +212,181 +317%
MSAM
259
Moloney Securities Asset Management
Missouri
$3.89M +$356K +7,400 +10%
MHB
260
Midwest Heritage Bank
Iowa
$3.85M -$1.16M -24,019 -23%
TWM
261
Trinity Wealth Management
Pennsylvania
$3.83M +$318K +6,597 +9%
FCI
262
Financial Counselors Inc
Kansas
$3.74M -$84.4K -1,753 -2%
JFG
263
JDM Financial Group
Texas
$3.61M -$208K -4,316 -5%
BFA
264
Beaumont Financial Advisors
Massachusetts
$3.59M -$157K -3,256 -4%
D
265
Dentgroup
Louisiana
$3.54M -$83.3K -1,729 -2%
JGIA
266
Jackson Grant Investment Advisers
Connecticut
$3.53M -$624K -12,967 -15%
GF
267
Goodman Financial
Texas
$3.47M -$19.2K -398 -0.5%
AF
268
Aldebaran Financial
$3.47M -$87.2K -1,811 -2%
FEG
269
Financial Enhancement Group
Indiana
$3.45M +$528K +10,943 +18%
AWMNH
270
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.43M -$305K -6,336 -8%
AO
271
Advisor OS
Illinois
$3.38M +$666K +13,833 +25%
EIA
272
Eldridge Investment Advisors
New Hampshire
$3.36M +$808K +16,781 +32%
EGA
273
E&G Advisors
Texas
$3.34M +$61.7K +1,282 +2%
G
274
GenTrust
Florida
$3.29M – – –
NL
275
NWAM LLC
Washington
$3.27M +$2.04M +42,276 +164%
9 10
11
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