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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 %
Citadel Advisors
251
Citadel Advisors
Florida
$5.51M +$3.63M +72,184 +193%
MSWMA
252
Market Street Wealth Management Advisors
Indiana
$5.47M -$368K -7,314 -6%
PFG
253
Pacific Financial Group
Washington
$5.47M +$1.94M +38,625 +55%
CWA
254
Clearview Wealth Advisors
Oregon
$5.37M +$123K +2,449 +2%
MWM
255
Modera Wealth Management
New Jersey
$5.36M -$46.6K -928 -0.9%
BWM
256
BlackDiamond Wealth Management
New York
$5.32M +$613K +12,545 +13%
FWA
257
Freedom Wealth Alliance
Wisconsin
$5.31M -$464K -9,232 -8%
CFD
258
Creative Financial Designs
Indiana
$5.31M +$589K +11,710 +12%
MHB
259
Midwest Heritage Bank
Iowa
$5.29M +$1.45M +28,787 +38%
SS
260
Simplicity Solutions
Minnesota
$5.27M -$660K -13,126 -11%
IWN
261
Independent Wealth Network
Iowa
$5.25M -$31.9K -635 -0.6%
RFG
262
Range Financial Group
Oregon
$5.25M +$206K +4,104 +4%
DLHL
263
Donald L. Hagan LLC
Florida
$5.17M +$64.1K +1,275 +1%
WC
264
Waterloo Capital
Texas
$5.11M +$970K +19,303 +23%
SPWG
265
Syntegra Private Wealth Group
Missouri
$5.03M +$172K +3,417 +4%
BHB
266
Bank Hapoalim BM
Israel
$4.98M +$4.98M +99,000 New
AWA
267
ARQ Wealth Advisors
Arizona
$4.97M -$766K -15,234 -13%
VRM
268
Vectors Research Management
New York
$4.91M -$908K -18,175 -16%
FP
269
Fiduciary Planning
Florida
$4.87M -$2.81M -55,935 -37%
VA
270
Valmark Advisers
Ohio
$4.77M +$108K +2,156 +2%
ACM
271
Absolute Capital Management
Pennsylvania
$4.7M +$4.7M +93,574 New
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$4.7M -$412K -8,196 -8%
GLR
273
Great Lakes Retirement
Ohio
$4.7M -$247K -4,915 -5%
JF
274
JSF Financial
California
$4.64M +$871K +17,331 +23%
HSA
275
HBK Sorce Advisory
Pennsylvania
$4.62M -$73K -1,453 -2%
9 10
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