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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 %
IA
276
IFG Advisory
Georgia
$4.57M +$1.75M +34,753 +62%
TWM
277
Trinity Wealth Management
Pennsylvania
$4.5M -$78.3K -1,558 -2%
GWANC
278
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.47M -$4.93M -98,049 -52%
FFA
279
Fragasso Financial Advisors
Pennsylvania
$4.43M +$573K +11,408 +15%
AWM
280
Aspire Wealth Management
Massachusetts
$4.39M +$948K +18,870 +28%
OFG
281
OmniStar Financial Group
North Carolina
$4.36M +$68.8K +1,366 +2%
LWMM
282
Legacy Wealth Management (Mississippi)
Mississippi
$4.33M +$133K +2,640 +3%
MCC
283
Money Concepts Capital
Florida
$4.3M +$573K +11,395 +15%
MSAM
284
Moloney Securities Asset Management
Missouri
$4.25M +$32.6K +648 +0.8%
Prudential Financial
285
Prudential Financial
New Jersey
$4.24M +$1.66M +33,062 +64%
RCAG
286
Rehmann Capital Advisory Group
Michigan
$4.23M +$50.7K +1,009 +1%
Northern Trust
287
Northern Trust
Illinois
$4.19M +$2.04M +40,687 +95%
CC
288
Courier Capital
New York
$4.13M -$745K -14,827 -15%
CF
289
Centaurus Financial
California
$4.06M -$13.6K -271 -0.3%
PVI
290
Pine Valley Investments
New Jersey
$4.05M +$1.67M +33,214 +70%
Cerity Partners
291
Cerity Partners
New York
$4.01M -$284K -5,660 -7%
FIA
292
Foundations Investment Advisors
Arizona
$4M -$418K -8,313 -9%
LCGC
293
Legacy Capital Group California
California
$3.98M -$165K -3,283 -4%
FCI
294
Financial Counselors Inc
Kansas
$3.96M +$57.5K +1,145 +1%
SFP
295
Shepherd Financial Partners
Massachusetts
$3.95M -$17.8K -355 -0.4%
BPA
296
Beacon Pointe Advisors
California
$3.94M +$589K +11,724 +18%
SFC
297
Strategic Financial Concepts
Texas
$3.85M +$2.42M +48,248 +170%
KWM
298
Kingsview Wealth Management
Oregon
$3.85M +$1.06M +21,004 +38%
JFG
299
JDM Financial Group
Texas
$3.78M +$13.8K +275 +0.4%
CPIG
300
Chicago Partners Investment Group
Illinois
$3.75M +$304K +6,138 +9%
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