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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 %
FCA
301
FLC Capital Advisors
California
$2.51M -$880K -18,272 -26%
ULWM
302
Upper Left Wealth Management
Florida
$2.5M +$2.26K +47 +0.1%
CTFG
303
Capstone Triton Financial Group
Oklahoma
$2.5M +$128K +2,651 +5%
Millennium Management
304
Millennium Management
New York
$2.49M +$1.69M +35,143 +211%
HAG
305
HF Advisory Group
Maryland
$2.48M +$79K +1,641 +3%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46M +$2.45M +50,848 +29,392%
SPA
307
Sentinel Pension Advisors
Massachusetts
$2.45M +$56.2K +1,174 +2%
T
308
TrueFG
Texas
$2.44M +$174K +3,607 +8%
TCA
309
Transcend Capital Advisors
New Jersey
$2.44M -$160K -3,320 -6%
PFA
310
Pinnacle Family Advisors
Missouri
$2.42M -$88.3K -1,834 -4%
SFS
311
Sowell Financial Services
Arkansas
$2.41M -$2.92M -60,622 -55%
VC
312
Vicus Capital
Pennsylvania
$2.39M +$320K +6,654 +15%
Stifel Financial
313
Stifel Financial
Missouri
$2.35M +$454K +9,425 +24%
SWA
314
Stratos Wealth Advisors
Ohio
$2.31M -$920K -19,099 -28%
PVI
315
Pine Valley Investments
New Jersey
$2.28M +$2.28M +47,179 New
TF
316
TimeScale Financial
Massachusetts
$2.28M +$2.28M +47,355 New
BFA
317
Beacon Financial Advisory
Ohio
$2.24M +$260K +5,403 +13%
AIS
318
American Investment Services
Massachusetts
$2.2M – – –
LA
319
LexAurum Advisors
Kansas
$2.19M +$205K +4,256 +10%
WFAG
320
Wescott Financial Advisory Group
Pennsylvania
$2.14M -$93.1K -1,934 -4%
IWA
321
Intercontinental Wealth Advisors
Texas
$2.14M -$72K -1,496 -3%
IFPG
322
Intrepid Financial Planning Group
Indiana
$2.09M -$45.4K -942 -2%
MF
323
Meridian Financial
Massachusetts
$2.09M +$164K +3,409 +9%
BCMO
324
Buckingham Capital Management (Ohio)
Ohio
$2.08M +$138K +2,858 +7%
CFG
325
Cooper Financial Group
California
$2.05M -$252K -5,231 -11%
11 12
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