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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 %
GLR
251
Great Lakes Retirement
Ohio
$5.12M -$2.27M -43,617 -31%
BW
252
Bison Wealth
Georgia
$5.08M +$5.08M +97,582 New
CC
253
Courier Capital
New York
$5.05M +$5.05M +96,987 New
SPWG
254
Syntegra Private Wealth Group
Missouri
$5.04M -$495K -9,492 -9%
SOS
255
Silver Oak Securities
Tennessee
$5.02M +$136K +2,602 +3%
SPI
256
Sutton Place Investors
New York
$5M +$39.7K +762 +0.8%
SFS
257
Sowell Financial Services
Arkansas
$4.92M +$2.31M +44,276 +88%
CWA
258
Clarus Wealth Advisors
Arizona
$4.91M +$317K +6,152 +7%
CFD
259
Creative Financial Designs
Indiana
$4.89M -$185K -3,551 -4%
HSA
260
HBK Sorce Advisory
Pennsylvania
$4.86M -$217K -4,171 -4%
VA
261
Valmark Advisers
Ohio
$4.83M +$471K +9,045 +11%
TWM
262
Trinity Wealth Management
Pennsylvania
$4.75M +$602K +11,555 +15%
FIA
263
Foundations Investment Advisors
Arizona
$4.59M +$3.18M +61,074 +227%
RWPA
264
Richard W. Paul & Associates
Michigan
$4.5M -$134K -2,566 -3%
AWA
265
Arete Wealth Advisors
Illinois
$4.48M -$1.68M -32,191 -27%
Cerity Partners
266
Cerity Partners
New York
$4.46M +$4.46M +85,540 New
OFG
267
OmniStar Financial Group
North Carolina
$4.45M -$269K -5,159 -6%
D
268
Dentgroup
Louisiana
$4.43M +$598K +11,479 +16%
MSAM
269
Moloney Securities Asset Management
Missouri
$4.38M +$166K +3,180 +4%
PA
270
PFG Advisors
Arizona
$4.35M -$881K -16,916 -17%
LWMM
271
Legacy Wealth Management (Mississippi)
Mississippi
$4.35M – – –
RCAG
272
Rehmann Capital Advisory Group
Michigan
$4.33M +$3.96M +75,992 +1,061%
WC
273
Waterloo Capital
Texas
$4.3M -$348K -6,678 -7%
LCGC
274
Legacy Capital Group California
California
$4.3M -$126K -2,415 -3%
CF
275
Centaurus Financial
California
$4.23M -$357K -6,855 -8%
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