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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 %
BFA
326
Bluestem Financial Advisors
Illinois
$2.87M +$92K +1,830 +3%
TCA
327
Transcend Capital Advisors
New Jersey
$2.87M +$331K +6,583 +13%
TF
328
Theory Financial
Colorado
$2.84M +$2.84M +56,555 New
PFA
329
Pinnacle Family Advisors
Missouri
$2.82M +$202K +4,019 +8%
CFGF
330
Compass Financial Group (Florida)
Florida
$2.79M +$24.4K +486 +0.9%
CWM
331
Congress Wealth Management
Massachusetts
$2.78M -$163K -3,245 -6%
DWM
332
Dakota Wealth Management
Florida
$2.77M -$142K -2,822 -5%
OLVIG
333
Oliver Lagore Vanvalin Investment Group
Michigan
$2.77M +$2.43M +48,357 +719%
VIA
334
Vickerman Investment Advisors
Washington
$2.76M -$23.5K -468 -0.8%
CCM
335
Ciovacco Capital Management
Georgia
$2.74M -$152K -3,022 -5%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M +$1.16K +23 +0%
LCM
337
Lunt Capital Management
Utah
$2.73M +$138K +2,743 +5%
EFL
338
ERn Financial LLC
Wisconsin
$2.71M -$109K -2,162 -4%
CTFG
339
Capstone Triton Financial Group
Oklahoma
$2.71M +$78.5K +1,561 +3%
RSA
340
River Street Advisors
Illinois
$2.69M -$101 -2 -0%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$2.68M -$943K -18,764 -26%
SWA
342
Stratos Wealth Advisors
Ohio
$2.66M +$117K +2,326 +5%
BCMO
343
Buckingham Capital Management (Ohio)
Ohio
$2.64M +$297K +5,917 +13%
T
344
TRUADVICE
Florida
$2.62M -$917K -17,685 -26%
CPW
345
Catalyst Private Wealth
California
$2.62M -$9.65K -192 -0.4%
WCM
346
Wealthcare Capital Management
Virginia
$2.57M -$132K -2,622 -5%
HAG
347
HF Advisory Group
Maryland
$2.56M -$51.7K -1,025 -2%
VC
348
Vicus Capital
Pennsylvania
$2.55M +$7.34K +146 +0.3%
T
349
TrueFG
Texas
$2.55M -$69K -1,373 -3%
TRCT
350
Tower Research Capital (TRC)
New York
$2.48M +$2.48M +49,441 New
12 13
14
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