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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 %
AAS
326
Annex Advisory Services
Wisconsin
$2.69M -$237K -4,539 -8%
LCM
327
Lunt Capital Management
Utah
$2.69M +$2.69M +51,532 New
Prudential Financial
328
Prudential Financial
New Jersey
$2.68M +$2.38M +45,592 +793%
VC
329
Vicus Capital
Pennsylvania
$2.64M +$50.7K +972 +2%
TCA
330
Transcend Capital Advisors
New Jersey
$2.63M -$7.04K -135 -0.3%
SWA
331
Stratos Wealth Advisors
Ohio
$2.63M +$131K +2,514 +5%
TSS
332
Two Sigma Securities
New York
$2.61M +$2.21M +42,491 +560%
WP
333
WealthSource Partners
California
$2.57M +$2.57M +49,301 New
BFA
334
Beacon Financial Advisory
Ohio
$2.53M +$106K +2,036 +4%
AC
335
Apella Capital
Connecticut
$2.52M +$2.52M +48,449 New
PVI
336
Pine Valley Investments
New Jersey
$2.47M +$13.1K +251 +0.5%
CFG
337
Cooper Financial Group
California
$2.46M +$243K +4,662 +11%
LA
338
LexAurum Advisors
Kansas
$2.44M +$75K +1,440 +3%
RWA
339
Rooted Wealth Advisors
Illinois
$2.44M -$17.8M -340,660 -88%
Renaissance Technologies
340
Renaissance Technologies
New York
$2.43M +$2.13M +40,900 +705%
BCMO
341
Buckingham Capital Management (Ohio)
Ohio
$2.43M +$182K +3,490 +8%
AIS
342
American Investment Services
Massachusetts
$2.4M -$155K -2,966 -6%
MF
343
Meridian Financial
Massachusetts
$2.38M +$111K +2,135 +5%
Bank of New York Mellon
344
Bank of New York Mellon
New York
$2.32M +$148K +2,849 +7%
PSCM
345
Per Stirling Capital Management
Texas
$2.31M +$240K +4,609 +12%
IWA
346
Intercontinental Wealth Advisors
Texas
$2.3M -$12.9K -248 -0.6%
IFPG
347
Intrepid Financial Planning Group
Indiana
$2.24M -$29.4K -564 -1%
Northern Trust
348
Northern Trust
Illinois
$2.23M +$311K +5,960 +16%
GT
349
Greenleaf Trust
Michigan
$2.14M – – –
MAM
350
MMA Asset Management
Pennsylvania
$2.13M +$2.13M +40,875 New
12 13
14
15 16