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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 %
SEA
376
Stegent Equity Advisors
Texas
$1.29M – – –
CCM
377
Crew Capital Management
Ohio
$1.28M -$58K -1,204 -4%
JFG
378
Jefferies Financial Group
New York
$1.2M – – –
CWM
379
Compass Wealth Management
Connecticut
$1.18M +$157K +3,264 +15%
FAP
380
Financial Advisory Partners
Florida
$1.18M +$121K +2,517 +11%
TC
381
Trilogy Capital
California
$1.17M -$90.1M -1,872,246 -99%
LCWP
382
Legacy Capital Wealth Partners
Arkansas
$1.16M +$1.16M +24,027 New
TAM
383
TCP Asset Management
Ohio
$1.15M -$166K -3,450 -13%
CA
384
CGN Advisors
Kansas
$1.14M -$5.39K -112 -0.5%
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
$1.13M +$38.6K +802 +4%
RWM
386
Ritholtz Wealth Management
New York
$1.12M +$427K +8,867 +62%
USCWA
387
U.S. Capital Wealth Advisors
Texas
$1.12M +$39.5K +821 +4%
AFG
388
Atomi Financial Group
New York
$1.08M +$1.08M +22,483 New
SWM
389
Spire Wealth Management
Virginia
$1.07M +$852K +17,694 +383%
TA
390
TrueWealth Advisors
Alabama
$1.07M -$45.8K -952 -4%
NFP
391
Narus Financial Partners
Utah
$1.06M +$98.6K +2,048 +10%
ASN
392
Advisory Services Network
Georgia
$1.06M +$315K +6,536 +42%
PFA
393
Professional Financial Advisors
Nebraska
$1.06M -$464K -8,727 -30%
KCPG
394
Kavar Capital Partners Group
Kansas
$1.05M -$68.1K -1,415 -6%
CI
395
CX Institutional
Indiana
$1.03M -$2.78M -57,698 -73%
FAAM
396
First Ascent Asset Management
Colorado
$1.03M -$109K -2,262 -10%
NFG
397
Nations Financial Group
Iowa
$1.03M +$49.3K +1,024 +5%
FMN
398
Financial Management Network
California
$1.02M -$2.74K -57 -0.3%
CGFA
399
Colton Groome Financial Advisors
North Carolina
$1.02M +$40.9K +850 +4%
FCC
400
Flower City Capital
New York
$1.02M -$48 -1 -0%
14 15
16
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