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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 %
KWM
301
Kingsview Wealth Management
Oregon
$5.41M +$1.13M +20,280 +26%
AWA
302
ARQ Wealth Advisors
Arizona
$5.33M -$196K -3,512 -4%
LWMM
303
Legacy Wealth Management (Mississippi)
Mississippi
$5.3M +$484K +8,660 +10%
GWP
304
Gateway Wealth Partners
Wisconsin
$5.27M -$77.8M -1,391,580 -94%
GSEP
305
Golden State Equity Partners
California
$5.26M +$3.18M +56,940 +154%
TWM
306
Trinity Wealth Management
Pennsylvania
$5.22M +$212K +3,788 +4%
MCC
307
Money Concepts Capital
Florida
$5.21M +$431K +7,716 +9%
LCWP
308
Legacy Capital Wealth Partners
Arkansas
$5.19M +$4.03M +72,052 +346%
RIM
309
Redwood Investment Management
Arizona
$5.04M +$1.64M +29,251 +48%
GWANC
310
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.03M +$64.4K +1,152 +1%
CC
311
Courier Capital
New York
$5.02M +$424K +7,583 +9%
AWA
312
Arete Wealth Advisors
Illinois
$5M +$1.61M +28,790 +47%
CPIG
313
Chicago Partners Investment Group
Illinois
$4.96M +$630K +11,039 +15%
PVI
314
Pine Valley Investments
New Jersey
$4.91M +$399K +7,141 +9%
HSA
315
HBK Sorce Advisory
Pennsylvania
$4.9M -$231K -4,126 -4%
AWM
316
Aspire Wealth Management
Massachusetts
$4.9M +$21.1K +378 +0.4%
SWM
317
StoneCrest Wealth Management
Arizona
$4.86M +$4.86M +87,019 New
MSAM
318
Moloney Securities Asset Management
Missouri
$4.86M +$127K +2,274 +3%
CCG
319
Catalina Capital Group
California
$4.85M +$4.85M +86,829 New
PG
320
Prostatis Group
Maryland
$4.84M +$4.55M +81,409 +1,552%
OCM
321
One Capital Management
California
$4.79M +$867K +15,518 +22%
Renaissance Technologies
322
Renaissance Technologies
New York
$4.78M +$4.78M +85,500 New
OFG
323
OmniStar Financial Group
North Carolina
$4.69M -$160K -2,860 -3%
OC
324
Oarsman Capital
Wisconsin
$4.6M +$4.6M +82,282 New
Jane Street
325
Jane Street
New York
$4.6M +$4.6M +82,235 New
11 12
13
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