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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 %
WP
276
WealthPLAN Partners
Nebraska
$4.2M -$1.92M -36,900 -31%
SFP
277
Shepherd Financial Partners
Massachusetts
$4.11M -$126K -2,419 -3%
NL
278
NWAM LLC
Washington
$4.11M +$562K +10,794 +16%
FHC
279
First Heartland Consultants
Missouri
$4.06M -$449K -8,609 -10%
FCI
280
Financial Counselors Inc
Kansas
$4.04M – – –
FFA
281
Fragasso Financial Advisors
Pennsylvania
$4M +$1.13M +21,744 +39%
MHB
282
Midwest Heritage Bank
Iowa
$3.98M -$187K -3,596 -4%
KFGK
283
Keystone Financial Group (Kentucky)
Kentucky
$3.92M +$3.92M +75,216 New
JFG
284
JDM Financial Group
Texas
$3.91M +$4.85K +93 +0.1%
JF
285
JSF Financial
California
$3.91M +$400K +7,685 +11%
MCC
286
Money Concepts Capital
Florida
$3.86M -$10.7M -205,004 -73%
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$3.83M +$5.47K +105 +0.1%
GF
288
Goodman Financial
Texas
$3.76M +$7.97K +153 +0.2%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$3.75M -$772K -14,817 -17%
BFA
290
Beaumont Financial Advisors
Massachusetts
$3.73M -$154K -2,960 -4%
AF
291
Aldebaran Financial
$3.72M -$28.5K -546 -0.8%
CPIG
292
Chicago Partners Investment Group
Illinois
$3.69M +$423K +7,989 +13%
PFG
293
Pacific Financial Group
Washington
$3.65M +$3.65M +70,119 New
T
294
TRUADVICE
Florida
$3.58M +$810K +15,454 +29%
TF
295
TimeScale Financial
Massachusetts
$3.58M +$1.11M +21,344 +45%
EGA
296
E&G Advisors
Texas
$3.57M -$41.6K -799 -1%
AWM
297
Aspire Wealth Management
Massachusetts
$3.57M +$92.3K +1,771 +3%
BPA
298
Beacon Pointe Advisors
California
$3.47M -$11.6M -222,434 -77%
Two Sigma Advisers
299
Two Sigma Advisers
New York
$3.47M +$3.47M +66,600 New
WFAG
300
Wescott Financial Advisory Group
Pennsylvania
$3.43M +$1.12M +21,398 +48%
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