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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 %
Northern Trust
326
Northern Trust
Illinois
$4.58M -$84.8K -1,517 -2%
Cerity Partners
327
Cerity Partners
New York
$4.57M +$109K +1,950 +2%
CF
328
Centaurus Financial
California
$4.55M +$30.2K +541 +0.7%
AIC
329
Archer Investment Corporation
Indiana
$4.49M +$4.49M +80,357 +286,989%
SFP
330
Shepherd Financial Partners
Massachusetts
$4.48M +$82.2K +1,470 +2%
GLR
331
Great Lakes Retirement
Ohio
$4.43M -$792K -14,165 -15%
AAS
332
Avantax Advisory Services
Texas
$4.39M +$613K +10,962 +16%
LCGC
333
Legacy Capital Group California
California
$4.28M -$146K -2,604 -3%
JFG
334
JDM Financial Group
Texas
$4.25M +$37.2K +665 +0.9%
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$4.06M -$12.7K -227 -0.3%
SGI
336
Summit Global Investments
Utah
$4.04M -$12.6M -225,378 -76%
TF
337
Theory Financial
Colorado
$4.03M +$873K +15,612 +28%
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$4.03M -$79.4K -1,421 -2%
AF
339
Aldebaran Financial
$4M -$43.5K -778 -1%
FCI
340
Financial Counselors Inc
Kansas
$4M -$403K -7,217 -9%
ULWM
341
Upper Left Wealth Management
Florida
$3.95M -$148K -2,641 -4%
BFA
342
Beaumont Financial Advisors
Massachusetts
$3.94M -$32.9K -588 -0.8%
KAM
343
Kensington Asset Management
Texas
$3.94M +$3.94M +70,450 New
LS
344
Liquid Strategies
Georgia
$3.94M +$3.94M +70,450 New
GF
345
Goodman Financial
Texas
$3.94M -$156K -2,786 -4%
MIS
346
Morningstar Investment Services
Illinois
$3.93M +$2.92M +52,084 +291%
SFC
347
Strategic Financial Concepts
Texas
$3.82M -$461K -8,249 -11%
Citadel Advisors
348
Citadel Advisors
Florida
$3.82M -$2.31M -41,288 -38%
TCA
349
Transcend Capital Advisors
New Jersey
$3.79M +$596K +10,654 +19%
Bank of New York Mellon
350
Bank of New York Mellon
New York
$3.77M +$1.39M +24,853 +58%
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