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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 %
WWA
251
WCG Wealth Advisors
Nevada
$8.57M -$849K -15,181 -9%
FPWM
252
FSB Premier Wealth Management
Iowa
$8.47M -$147K -2,638 -2%
D
253
Dentgroup
Louisiana
$8.47M +$4.57M +81,789 +117%
BWFA
254
Baltimore-Washington Financial Advisors
Maryland
$8.37M -$62.1K -1,111 -0.7%
AWM
255
Adams Wealth Management
Utah
$8.33M -$10.1M -181,194 -55%
MFS
256
McNamara Financial Services
Massachusetts
$8.3M +$222K +3,964 +3%
MSRI
257
Michael S. Ryan Inc
New York
$8.24M +$158K +2,818 +2%
SP
258
Stonebrook Private
Michigan
$8.22M +$8.22M +147,034 New
DJSG
259
D.J. St. Germain
Massachusetts
$8.11M -$477K -8,527 -6%
SPI
260
Sutton Place Investors
New York
$8.05M +$501K +8,968 +7%
AWMNH
261
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.99M +$134K +2,398 +2%
Geode Capital Management
262
Geode Capital Management
Massachusetts
$7.91M -$7.16M – –
ARC
263
Advisor Resource Council
Texas
$7.82M +$7.82M +139,836 New
CG
264
Corundum Group
Colorado
$7.77M +$7.77M +139,024 New
SA
265
Scarborough Advisors
Maryland
$7.75M +$4.5M +80,561 +139%
QPWM
266
Quadrant Private Wealth Management
Pennsylvania
$7.6M +$1.13M +20,138 +17%
CFD
267
Creative Financial Designs
Indiana
$7.42M +$1.52M +27,184 +26%
VBFP
268
Valtinson Bruner Financial Planning
Minnesota
$7.42M -$464K -8,302 -6%
ODA
269
One Degree Advisors
California
$7.36M +$7.36M +126,970 New
CA
270
Cetera Advisors
Colorado
$7.33M +$399K +7,138 +6%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$7.33M +$4.98K +89 +0.1%
NL
272
NWAM LLC
Washington
$7.23M +$349K +6,244 +5%
IWN
273
Independent Wealth Network
Iowa
$7.23M +$1.39M +24,857 +24%
RFS
274
Richardson Financial Services
Massachusetts
$7.21M +$7.21M +129,033 New
ACP
275
Aveo Capital Partners
Colorado
$7.17M -$342K -6,115 -5%
9 10
11
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