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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 %
B
301
Bensler
Washington
$3.27M +$480K +9,202 +17%
VAF
302
Values Added Financial
District of Columbia
$3.24M +$3.24M +62,164 New
SA
303
Scarborough Advisors
Maryland
$3.13M +$132K +2,538 +4%
G
304
GenTrust
Florida
$3.11M -$449K -8,620 -13%
KCM
305
Kanawha Capital Management
Virginia
$3.1M +$34.1K +655 +1%
OWA
306
Outlook Wealth Advisors
Texas
$3.1M -$80.1K -1,538 -3%
CWM
307
Congress Wealth Management
Massachusetts
$3.05M -$151K -2,889 -5%
DWM
308
Dakota Wealth Management
Florida
$3.02M -$62.1K -1,192 -2%
CCM
309
Ciovacco Capital Management
Georgia
$3M -$52.6K -1,009 -2%
EFL
310
ERn Financial LLC
Wisconsin
$2.92M +$47.8K +918 +2%
IA
311
IFG Advisory
Georgia
$2.92M +$981K +18,816 +50%
KWM
312
Kingsview Wealth Management
Oregon
$2.89M +$143K +2,744 +5%
VIA
313
Vickerman Investment Advisors
Washington
$2.89M -$161K -3,081 -5%
BFA
314
Bluestem Financial Advisors
Illinois
$2.88M +$36.8K +706 +1%
CFGF
315
Compass Financial Group (Florida)
Florida
$2.87M -$56.1K -1,076 -2%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.83M +$172K +3,309 +6%
SPA
317
Sentinel Pension Advisors
Massachusetts
$2.81M +$151K +2,904 +6%
WCM
318
Wealthcare Capital Management
Virginia
$2.81M -$56.4K -1,083 -2%
RSA
319
River Street Advisors
Illinois
$2.79M -$78.8K -1,513 -3%
ULWM
320
Upper Left Wealth Management
Florida
$2.75M +$40.6K +779 +1%
CPW
321
Catalyst Private Wealth
California
$2.72M -$8.55K -164 -0.3%
CTFG
322
Capstone Triton Financial Group
Oklahoma
$2.72M +$20.3K +389 +0.7%
T
323
TrueFG
Texas
$2.71M +$72.2K +1,385 +3%
PFA
324
Pinnacle Family Advisors
Missouri
$2.71M +$90.2K +1,731 +3%
HAG
325
HF Advisory Group
Maryland
$2.7M +$18.4K +353 +0.7%
11 12
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