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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 %
FIA
376
Foundations Investment Advisors
Arizona
$3.07M -$1.51M -26,288 -33%
MAM
377
MMA Asset Management
Pennsylvania
$3.07M +$479K +8,568 +18%
BBPWM
378
Blue Bell Private Wealth Management
Pennsylvania
$3.06M +$405K +7,251 +15%
CFGF
379
Compass Financial Group (Florida)
Florida
$3.04M -$60.2K -1,077 -2%
EFL
380
ERn Financial LLC
Wisconsin
$3.04M +$16.3K +291 +0.5%
BFA
381
Bluestem Financial Advisors
Illinois
$3.03M -$161K -2,883 -5%
PSCM
382
Per Stirling Capital Management
Texas
$3.01M +$377K +6,751 +14%
SWA
383
Stratos Wealth Advisors
Ohio
$2.97M +$21.5K +384 +0.7%
CCM
384
Ciovacco Capital Management
Georgia
$2.92M -$127K -2,264 -4%
FI
385
FWG Investments
Kentucky
$2.91M +$2.91M +52,137 New
CTFG
386
Capstone Triton Financial Group
Oklahoma
$2.91M -$103K -1,843 -3%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.89M -$153K -2,736 -5%
MOS
388
MGO One Seven
Ohio
$2.87M +$2.24M +39,986 +353%
T
389
TrueFG
Texas
$2.86M +$27.3K +489 +1%
HH
390
HWG Holdings
Texas
$2.83M +$927K +16,579 +49%
NGA
391
Naples Global Advisors
Florida
$2.82M +$924K +16,528 +49%
MF
392
Meridian Financial
Massachusetts
$2.82M +$147K +2,633 +6%
DWM
393
Dakota Wealth Management
Florida
$2.8M -$276K -4,933 -9%
HAG
394
HF Advisory Group
Maryland
$2.8M -$34.2K -612 -1%
CPW
395
Catalyst Private Wealth
California
$2.77M -$146K -2,606 -5%
NWM
396
Napa Wealth Management
California
$2.75M +$2.75M +49,227 New
VIA
397
Vickerman Investment Advisors
Washington
$2.75M -$324K -5,803 -11%
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$2.7M -$274K -4,894 -9%
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$2.69M +$1.38M +24,719 +106%
FTUS
400
Flow Traders U.S.
New York
$2.68M +$1.55M +27,802 +138%
14 15
16
17 18