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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 %
CA
276
Cetera Advisors
Colorado
$3.26M -$2.86M -59,458 -47%
JF
277
JSF Financial
California
$3.24M +$160K +3,332 +5%
AWM
278
Aspire Wealth Management
Massachusetts
$3.21M +$176K +3,655 +6%
CPIG
279
Chicago Partners Investment Group
Illinois
$2.99M +$107K +2,202 +4%
CWM
280
Congress Wealth Management
Massachusetts
$2.95M -$138K -2,860 -4%
OWA
281
Outlook Wealth Advisors
Texas
$2.93M -$58K -1,205 -2%
AP
282
Americana Partners
Texas
$2.92M +$2.92M +60,662 New
DWM
283
Dakota Wealth Management
Florida
$2.85M -$3.77M -78,290 -57%
KCM
284
Kanawha Capital Management
Virginia
$2.84M +$159K +3,305 +6%
CCM
285
Ciovacco Capital Management
Georgia
$2.82M -$854K -17,740 -23%
VIA
286
Vickerman Investment Advisors
Washington
$2.82M +$216K +4,479 +8%
SA
287
Scarborough Advisors
Maryland
$2.77M +$2.77M +57,439 New
WA
288
Win Advisors
Florida
$2.7M +$2.66M +55,252 +6,477%
CFGF
289
Compass Financial Group (Florida)
Florida
$2.7M -$79.4K -1,649 -3%
AAS
290
Annex Advisory Services
Wisconsin
$2.7M -$271K -5,636 -9%
EFL
291
ERn Financial LLC
Wisconsin
$2.66M -$26.9K -558 -1%
RFG
292
Range Financial Group
Oregon
$2.65M -$51.4K -1,068 -2%
FFA
293
Fragasso Financial Advisors
Pennsylvania
$2.65M +$550K +11,430 +26%
RSA
294
River Street Advisors
Illinois
$2.65M -$33.7K -699 -1%
WCM
295
Wealthcare Capital Management
Virginia
$2.64M +$124K +2,575 +5%
BFA
296
Bluestem Financial Advisors
Illinois
$2.63M -$89K -1,848 -3%
T
297
TRUADVICE
Florida
$2.58M +$245K +5,006 +10%
B
298
Bensler
Washington
$2.58M +$376K +7,812 +17%
KWM
299
Kingsview Wealth Management
Oregon
$2.54M -$167K -3,465 -6%
CPW
300
Catalyst Private Wealth
California
$2.52M -$20.7K -430 -0.8%
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