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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 %
FWA
326
Freedom Wealth Alliance
Wisconsin
$2.04M -$111K -2,300 -5%
WFAG
327
Worth Financial Advisory Group
North Carolina
$2.02M -$39K -809 -2%
Bank of New York Mellon
328
Bank of New York Mellon
New York
$2M -$1.03M -21,486 -34%
GT
329
Greenleaf Trust
Michigan
$1.97M -$3.95K -82 -0.2%
CCM
330
Condor Capital Management
New Jersey
$1.97M -$883K -18,341 -31%
FC
331
Financial Consulate
Maryland
$1.96M -$35.6K -739 -2%
WFC
332
Western Financial Corp
California
$1.96M +$18.4K +383 +1%
ECA
333
Elevated Capital Advisors
Utah
$1.93M -$12.1K -251 -0.6%
JPMPWA
334
J.P. Morgan Private Wealth Advisors
California
$1.92M +$1M +20,827 +109%
PSCM
335
Per Stirling Capital Management
Texas
$1.92M -$525K -10,895 -21%
JIP
336
Jaffetilchin Investment Partners
Florida
$1.92M -$2.91M -60,425 -60%
VIP
337
Vantage Investment Partners
Missouri
$1.84M +$294K +6,100 +19%
WCA
338
Westover Capital Advisors
Delaware
$1.82M +$90.7K +1,883 +5%
BW
339
BIP Wealth
Georgia
$1.81M +$1.81M +37,523 New
IA
340
IFG Advisory
Georgia
$1.8M -$1.36M -28,266 -43%
AA
341
Alesco Advisors
New York
$1.78M +$53.3K +1,106 +3%
Northern Trust
342
Northern Trust
Illinois
$1.77M +$28.6K +594 +2%
HSG
343
Helen Stephens Group
Texas
$1.76M +$47.1K +979 +3%
FWI
344
Facet Wealth Inc
Maryland
$1.76M -$147K -3,056 -8%
MA
345
MAS Advisors
Florida
$1.75M -$60.9K -1,264 -3%
WT
346
Whittier Trust
California
$1.63M – – –
SDWMA
347
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.61M -$59.9K -1,243 -4%
VVP
348
Venture Visionary Partners
Ohio
$1.61M -$69.8K -1,450 -4%
BCFS
349
Butensky & Cohen Financial Security
Florida
$1.58M +$53.6K +1,114 +4%
CCM
350
Coldstream Capital Management
Washington
$1.58M +$414K +8,595 +36%
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