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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 %
ASN
376
Advisory Services Network
Georgia
$1.67M +$520K +9,971 +45%
PWM
377
Perigon Wealth Management
California
$1.66M +$90.4K +1,734 +6%
VVP
378
Venture Visionary Partners
Ohio
$1.65M -$94.1K -1,806 -5%
AAS
379
Avantax Advisory Services
Texas
$1.64M +$18.7K +359 +1%
TCM
380
Traynor Capital Management
Pennsylvania
$1.59M +$8.29K +159 +0.5%
JFA
381
JNBA Financial Advisors
Minnesota
$1.59M -$95.3K -1,828 -6%
FC
382
Forte Capital
New York
$1.58M +$11.8K +227 +0.8%
SSW
383
Stone Summit Wealth
Florida
$1.57M +$208 +4 +0%
MPCL
384
My Personal CFO LLC
Washington
$1.56M – – –
MA
385
MKT Advisors
California
$1.56M -$157K -2,930 -9%
PIA
386
Pinion Investment Advisors
Kansas
$1.56M +$101K +1,947 +7%
RMAM
387
Raab & Moskowitz Asset Management
New Jersey
$1.53M -$62.3K -1,195 -4%
GSEP
388
Golden State Equity Partners
California
$1.52M +$1.52M +29,107 New
VIM
389
Vista Investment Management
Pennsylvania
$1.5M -$27.8K -534 -2%
PFS
390
Prospera Financial Services
Texas
$1.49M +$1.49M +28,561 New
CMBA
391
C.M. Bidwell & Associates
Hawaii
$1.48M -$91.2K -1,750 -6%
SFC
392
Strategic Financial Concepts
Texas
$1.48M +$1.15M +22,160 +358%
BFG
393
Beacon Financial Group
Texas
$1.47M – – –
Fidelity Investments
394
Fidelity Investments
Massachusetts
$1.46M +$724K +13,885 +99%
FAAM
395
First Ascent Asset Management
Colorado
$1.45M +$340K +6,522 +30%
OCM
396
One Capital Management
California
$1.45M +$1.45M +27,885 New
SF
397
Safeguard Financial
Wisconsin
$1.44M +$4.79K +92 +0.3%
PFA
398
Professional Financial Advisors
Nebraska
$1.43M +$393K +7,550 +38%
SAG
399
SageView Advisory Group
California
$1.43M +$1.43M +27,437 New
AFG
400
Atomi Financial Group
New York
$1.42M +$252K +4,832 +21%
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16
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