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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 %
EGA
351
E&G Advisors
Texas
$3.76M +$14.8K +264 +0.4%
LA
352
Lifeworks Advisors
Michigan
$3.73M +$1.08M +19,372 +41%
KCPG
353
Kavar Capital Partners Group
Kansas
$3.71M +$1.83M +32,685 +97%
VAF
354
Values Added Financial
District of Columbia
$3.69M +$191K +3,413 +5%
BFA
355
Beacon Financial Advisory
Ohio
$3.68M +$85.8K +1,535 +2%
WFAG
356
Wescott Financial Advisory Group
Pennsylvania
$3.67M +$26.9K +481 +0.7%
B
357
Bensler
Washington
$3.65M +$84.8K +1,517 +2%
FSA
358
Financial Security Advisor
Virginia
$3.58M +$146K +2,618 +4%
Betterment LLC
359
Betterment LLC
New York
$3.54M +$1.01M +17,992 +40%
WCM
360
Wealthcare Capital Management
Virginia
$3.48M +$616K +11,017 +22%
KCM
361
Kanawha Capital Management
Virginia
$3.39M +$20.4K +365 +0.6%
BPA
362
Beacon Pointe Advisors
California
$3.38M -$1M -17,903 -23%
LA
363
LexAurum Advisors
Kansas
$3.35M +$112K +2,011 +3%
CWM
364
Centric Wealth Management
Illinois
$3.33M +$3.33M +57,417 New
SPA
365
Sentinel Pension Advisors
Massachusetts
$3.31M +$8.16K +146 +0.2%
PCA
366
Pallas Capital Advisors
Massachusetts
$3.28M -$10.2M -182,778 -76%
RSA
367
River Street Advisors
Illinois
$3.28M +$287K +5,135 +10%
AA
368
ACT Advisors
North Carolina
$3.24M -$84.3K -1,508 -3%
BCMO
369
Buckingham Capital Management (Ohio)
Ohio
$3.22M +$280K +5,013 +10%
APC
370
Aspire Private Capital
North Carolina
$3.2M +$1.29M +23,037 +67%
PA
371
PFG Advisors
Arizona
$3.19M -$861K -15,398 -21%
BFG
372
Beacon Financial Group
Texas
$3.13M +$1.53M +27,331 +95%
SOS
373
Silver Oak Securities
Tennessee
$3.12M +$846K +15,132 +37%
PFA
374
Pinnacle Family Advisors
Missouri
$3.1M -$31.9K -570 -1%
MWM
375
Meridian Wealth Management
Kentucky
$3.08M +$738K +13,200 +31%
13 14
15
16 17