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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 %
JGIA
301
Jackson Grant Investment Advisers
Connecticut
$3.7M +$3.12K +62 +0.1%
ULWM
302
Upper Left Wealth Management
Florida
$3.69M +$1.04M +20,648 +39%
GF
303
Goodman Financial
Texas
$3.68M +$53.3K +1,060 +1%
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$3.66M -$2.51M -49,870 -41%
PA
305
PFG Advisors
Arizona
$3.64M -$558K -11,109 -13%
AF
306
Aldebaran Financial
$3.64M +$47.6K +948 +1%
BFA
307
Beaumont Financial Advisors
Massachusetts
$3.57M -$26.5K -527 -0.7%
OCM
308
One Capital Management
California
$3.52M +$2.12M +42,243 +151%
D
309
Dentgroup
Louisiana
$3.5M -$769K -15,298 -18%
AAS
310
Avantax Advisory Services
Texas
$3.4M +$1.82M +36,125 +115%
EGA
311
E&G Advisors
Texas
$3.37M -$70K -1,392 -2%
WFAG
312
Wescott Financial Advisory Group
Pennsylvania
$3.27M -$35.6K -709 -1%
BFA
313
Beacon Financial Advisory
Ohio
$3.23M +$793K +15,771 +33%
B
314
Bensler
Washington
$3.2M +$47.4K +944 +2%
VAF
315
Values Added Financial
District of Columbia
$3.15M +$20.9K +416 +0.7%
FSA
316
Financial Security Advisor
Virginia
$3.08M +$3.08M +61,354 New
RIM
317
Redwood Investment Management
Arizona
$3.06M +$3.06M +60,893 New
AWA
318
Arete Wealth Advisors
Illinois
$3.05M -$1.27M -25,342 -29%
KCM
319
Kanawha Capital Management
Virginia
$3.03M +$33.4K +665 +1%
G
320
GenTrust
Florida
$3M – – –
AA
321
ACT Advisors
North Carolina
$2.99M +$2.99M +59,462 New
SPA
322
Sentinel Pension Advisors
Massachusetts
$2.97M +$258K +5,132 +10%
SA
323
Scarborough Advisors
Maryland
$2.92M -$98K -1,949 -3%
LA
324
LexAurum Advisors
Kansas
$2.91M +$555K +11,047 +24%
OWA
325
Outlook Wealth Advisors
Texas
$2.9M -$89.5K -1,781 -3%
11 12
13
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