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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 %
JFA
351
JNBA Financial Advisors
Minnesota
$1.55M -$61.6K -1,279 -4%
MWM
352
Meridian Wealth Management
Kentucky
$1.55M +$108K +2,249 +8%
BBPWM
353
Blue Bell Private Wealth Management
Pennsylvania
$1.54M +$606K +12,595 +65%
PWA
354
PCG Wealth Advisors
Kansas
$1.54M -$21.7K -450 -1%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$1.54M +$136K +2,816 +10%
MA
356
MKT Advisors
California
$1.53M +$112K +2,335 +8%
MWC
357
MBM Wealth Consultants
Missouri
$1.53M -$65 -1 -0%
AAS
358
Avantax Advisory Services
Texas
$1.5M -$156K -3,238 -9%
RMAM
359
Raab & Moskowitz Asset Management
New Jersey
$1.47M -$12K -250 -0.8%
TCM
360
Traynor Capital Management
Pennsylvania
$1.47M +$206K +4,270 +16%
CMBA
361
C.M. Bidwell & Associates
Hawaii
$1.45M -$819 -17 -0.1%
SSW
362
Stone Summit Wealth
Florida
$1.45M -$50.3K -1,045 -3%
PWM
363
Perigon Wealth Management
California
$1.45M +$350K +7,275 +32%
FC
364
Forte Capital
New York
$1.45M +$60.5K +1,257 +4%
MPCL
365
My Personal CFO LLC
Washington
$1.44M – – –
PTC
366
Private Trust Company
Ohio
$1.42M -$288K -5,976 -17%
VIM
367
Vista Investment Management
Pennsylvania
$1.41M -$2.65K -55 -0.2%
BFG
368
Beacon Financial Group
Texas
$1.38M – – –
PIA
369
Pinion Investment Advisors
Kansas
$1.35M -$48 -1 -0%
SCI
370
Stableford Capital II
Arizona
$1.34M +$1.34M +29,886 New
SF
371
Safeguard Financial
Wisconsin
$1.33M -$109K -2,273 -8%
CAG
372
Crestwood Advisors Group
Massachusetts
$1.31M +$108K +2,249 +9%
CAAS
373
Capital Asset Advisory Services
Michigan
$1.3M -$93.4K -1,939 -7%
FIA
374
Foundations Investment Advisors
Arizona
$1.3M -$194K -4,034 -13%
TCFP
375
Treasure Coast Financial Planning
Florida
$1.29M -$56.1K -1,165 -4%
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