SPLG icon

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 %
LIA
351
Luken Investment Analytics
Tennessee
$2.09M -$10.7M -204,810 -84%
AWA
352
Alaska Wealth Advisors
Alaska
$2.09M +$2.09M +40,037 New
WFAG
353
Worth Financial Advisory Group
North Carolina
$2.08M -$103K -1,980 -5%
CCM
354
Condor Capital Management
New Jersey
$2.07M -$64.4K -1,236 -3%
MWM
355
Meridian Wealth Management
Kentucky
$2.05M +$377K +7,231 +22%
WFC
356
Western Financial Corp
California
$2.03M -$91K -1,747 -4%
WCA
357
Westover Capital Advisors
Delaware
$2.01M +$47.9K +920 +2%
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$2.01M +$340K +6,529 +20%
ECA
359
Elevated Capital Advisors
Utah
$2M -$80.7K -1,548 -4%
BW
360
BIP Wealth
Georgia
$1.99M +$31.4K +602 +2%
Citadel Advisors
361
Citadel Advisors
Florida
$1.95M -$8.37M -160,652 -81%
AA
362
Alesco Advisors
New York
$1.92M +$521 +10 +0%
HSG
363
Helen Stephens Group
Texas
$1.9M -$2.66K -51 -0.1%
FC
364
Financial Consulate
Maryland
$1.88M -$246K -4,722 -12%
PTC
365
Private Trust Company
Ohio
$1.85M +$311K +5,971 +20%
FWI
366
Facet Wealth Inc
Maryland
$1.82M -$109K -2,060 -6%
CCM
367
Coldstream Capital Management
Washington
$1.82M +$110K +2,119 +6%
PWA
368
PCG Wealth Advisors
Kansas
$1.81M +$138K +2,649 +8%
JPMPWA
369
J.P. Morgan Private Wealth Advisors
California
$1.76M -$318K -6,106 -15%
WT
370
Whittier Trust
California
$1.76M – – –
KCPG
371
Kavar Capital Partners Group
Kansas
$1.76M +$614K +11,785 +54%
MWC
372
MBM Wealth Consultants
Missouri
$1.74M +$509K +9,709 +41%
SDWMA
373
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M -$7.87K -151 -0.5%
BCFS
374
Butensky & Cohen Financial Security
Florida
$1.72M +$12.7K +243 +0.7%
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$1.7M +$35.7K +683 +2%
13 14
15
16 17