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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 %
VVP
376
Venture Visionary Partners
Ohio
$1.96M +$374K +7,442 +24%
BW
377
BIP Wealth
Georgia
$1.96M +$44.7K +890 +2%
WFAG
378
Worth Financial Advisory Group
North Carolina
$1.96M -$46K -916 -2%
CCM
379
Condor Capital Management
New Jersey
$1.95M -$47.1K -937 -2%
HTHT
380
Hemenway Trust Hemenway Trust
New Hampshire
$1.93M +$1.93M +38,430 New
PWA
381
PCG Wealth Advisors
Kansas
$1.93M +$187K +3,724 +11%
T
382
TCWP
Ohio
$1.9M -$7.94M -157,962 -81%
PTC
383
Private Trust Company
Ohio
$1.9M +$113K +2,253 +6%
GSEP
384
Golden State Equity Partners
California
$1.86M +$400K +7,964 +27%
PWM
385
Perigon Wealth Management
California
$1.83M +$234K +4,646 +15%
HSG
386
Helen Stephens Group
Texas
$1.82M -$13.4K -266 -0.7%
AA
387
Alesco Advisors
New York
$1.81M -$47.4K -943 -3%
MWC
388
MBM Wealth Consultants
Missouri
$1.81M +$123K +2,421 +7%
LIA
389
Luken Investment Analytics
Tennessee
$1.78M -$237K -4,712 -12%
NWMG
390
National Wealth Management Group
Ohio
$1.77M +$1.77M +35,182 New
WCA
391
Westover Capital Advisors
Delaware
$1.75M -$196K -3,898 -10%
SAG
392
SageView Advisory Group
California
$1.73M +$346K +6,888 +25%
APC
393
Aspire Private Capital
North Carolina
$1.72M +$1.37M +27,348 +396%
HH
394
HWG Holdings
Texas
$1.71M +$1.25M +24,870 +271%
NGA
395
Naples Global Advisors
Florida
$1.71M +$580K +11,545 +51%
FWI
396
Facet Wealth Inc
Maryland
$1.69M +$541 +11 +0%
KCPG
397
Kavar Capital Partners Group
Kansas
$1.69M – – –
WEG
398
World Equity Group
Illinois
$1.69M +$373K +7,413 +28%
WT
399
Whittier Trust
California
$1.69M -$10.6K -210 -0.6%
HPA
400
High Probability Advisors
New York
$1.68M +$1.68M +33,517 New
14 15
16
17 18