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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 %
SFS
276
Sowell Financial Services
Arkansas
$7.04M -$547K -9,782 -7%
MFA
277
Morling Financial Advisors
California
$6.91M -$61.5K -1,100 -0.9%
WHCI
278
W.H. Cornerstone Investments
Massachusetts
$6.83M -$2.54M -45,359 -27%
CWA
279
Clearview Wealth Advisors
Oregon
$6.29M +$322K +5,762 +5%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$6.2M -$59.9K -1,072 -1%
MHB
281
Midwest Heritage Bank
Iowa
$6.12M +$234K +4,189 +4%
AWA
282
Authentikos Wealth Advisory
California
$6.05M -$359K -6,425 -6%
IA
283
IFG Advisory
Georgia
$6.04M +$965K +17,264 +19%
MWM
284
Modera Wealth Management
New Jersey
$5.89M -$68K -1,217 -1%
SPWG
285
Syntegra Private Wealth Group
Missouri
$5.89M +$290K +5,187 +5%
BWM
286
BlackDiamond Wealth Management
New York
$5.86M -$446K -7,703 -7%
FFA
287
Fragasso Financial Advisors
Pennsylvania
$5.84M +$912K +16,317 +18%
WC
288
Waterloo Capital
Texas
$5.82M +$131K +2,339 +2%
VA
289
Valmark Advisers
Ohio
$5.82M +$515K +9,214 +10%
RFG
290
Range Financial Group
Oregon
$5.79M -$46.2K -826 -0.8%
UWM
291
USAdvisors Wealth Management
Minnesota
$5.75M -$7.92M -141,704 -58%
CIA
292
Concurrent Investment Advisors
Florida
$5.74M +$5.74M +102,737 New
OLVIG
293
Oliver Lagore Vanvalin Investment Group
Michigan
$5.74M +$2.66M +47,566 +86%
VRM
294
Vectors Research Management
New York
$5.67M -$2.57M -30,605 -31%
SS
295
Simplicity Solutions
Minnesota
$5.6M -$262K -4,681 -4%
JF
296
JSF Financial
California
$5.59M +$428K +7,657 +8%
Kovitz Investment Group Partners
297
Kovitz Investment Group Partners
Illinois
$5.58M +$354K +6,334 +7%
BHB
298
Bank Hapoalim BM
Israel
$5.54M – – –
CWA
299
Clarus Wealth Advisors
Arizona
$5.49M +$5.49M +97,894 New
RCAG
300
Rehmann Capital Advisory Group
Michigan
$5.45M +$742K +13,267 +16%
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