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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 %
RSWM
351
Robertson Stephens Wealth Management
California
$2.47M +$1.75M +34,800 +243%
AC
352
Apella Capital
Connecticut
$2.45M +$13.7K +273 +0.6%
PFS
353
Prospera Financial Services
Texas
$2.42M +$980K +19,494 +68%
MF
354
Meridian Financial
Massachusetts
$2.4M +$109K +2,165 +5%
BBPWM
355
Blue Bell Private Wealth Management
Pennsylvania
$2.39M +$451K +8,968 +23%
LA
356
Lifeworks Advisors
Michigan
$2.38M +$1.6M +31,738 +204%
PSCM
357
Per Stirling Capital Management
Texas
$2.37M +$135K +2,680 +6%
MAM
358
MMA Asset Management
Pennsylvania
$2.33M +$275K +5,481 +13%
Betterment LLC
359
Betterment LLC
New York
$2.28M +$960K +19,098 +73%
AIS
360
American Investment Services
Massachusetts
$2.26M -$53.2K -1,059 -2%
AAS
361
Annex Advisory Services
Wisconsin
$2.23M -$358K -7,128 -14%
TSS
362
Two Sigma Securities
New York
$2.23M -$290K -5,776 -12%
WFC
363
Western Financial Corp
California
$2.2M +$241K +4,798 +12%
IFPG
364
Intrepid Financial Planning Group
Indiana
$2.15M -$4.07K -81 -0.2%
Bank of New York Mellon
365
Bank of New York Mellon
New York
$2.14M -$91K -1,811 -4%
CFG
366
Cooper Financial Group
California
$2.14M -$236K -4,695 -10%
MWM
367
Meridian Wealth Management
Kentucky
$2.11M +$126K +2,513 +6%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$2.08M +$680K +13,538 +48%
RWA
369
Rooted Wealth Advisors
Illinois
$2.08M -$405K -7,647 -16%
GT
370
Greenleaf Trust
Michigan
$2.06M – – –
MA
371
MONECO Advisors
Connecticut
$2.05M -$2.96M -58,974 -59%
SOS
372
Silver Oak Securities
Tennessee
$2.05M -$2.8M -55,623 -58%
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$1.99M +$281K +5,347 +16%
AWM
374
Axxcess Wealth Management
California
$1.98M +$1.39M +27,592 +234%
AWA
375
Alaska Wealth Advisors
Alaska
$1.96M -$49.7K -989 -2%
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