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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 %
BA
401
Bluesphere Advisors
Pennsylvania
$984K -$126K -2,625 -11%
NF
402
Nikulski Financial
Iowa
$976K -$94.3K -1,958 -9%
YIA
403
YHB Investment Advisors
Connecticut
$973K +$194K +4,027 +25%
AAS
404
Ameritas Advisory Services
Nebraska
$963K -$62.1K -1,279 -6%
SMC
405
Smith, Moore & Co
Missouri
$956K +$61.4K +1,276 +7%
IFPL
406
Investments & Financial Planning LLC
Kentucky
$948K -$49.1K -1,020 -5%
WPW
407
Watershed Private Wealth
Illinois
$938K – – –
Betterment LLC
408
Betterment LLC
New York
$938K -$268K -5,557 -22%
FFA
409
Farther Finance Advisors
California
$928K +$218K +4,530 +31%
LWMNY
410
Landmark Wealth Management (New York)
New York
$927K +$5.06K +105 +0.5%
WIP
411
WealthCare Investment Partners
Rhode Island
$912K -$2.71M -56,188 -75%
IA
412
Insight Advisors
Pennsylvania
$912K +$49.1K +1,020 +6%
ACM
413
Altrius Capital Management
North Carolina
$905K -$246K -5,119 -21%
FWM
414
Fingerlakes Wealth Management
New York
$905K +$3.13K +65 +0.3%
TPA
415
Trivium Point Advisory
Connecticut
$904K -$45.9K -953 -5%
AWM
416
Avior Wealth Management
Nebraska
$898K -$37.4K -776 -4%
RFN
417
Redwood Financial Network
Ohio
$893K +$128K +2,667 +17%
CFGS
418
Concourse Financial Group Securities
Alabama
$892K -$82.6K -1,715 -8%
SFG
419
Sovereign Financial Group
Connecticut
$885K – – –
OGF
420
Orin Green Financial
California
$867K -$83.5K -1,735 -9%
MWM
421
MBE Wealth Management
Wisconsin
$865K +$372K +7,732 +76%
SWMG
422
Sanchez Wealth Management Group
Florida
$865K +$10.1K +210 +1%
CM
423
Churchill Management
California
$847K -$1.37M -28,457 -62%
SIA
424
Strategic Investment Advisors
Michigan
$839K +$208K +4,318 +33%
CRI
425
Colonial River Investments
Virginia
$826K +$371K +7,698 +81%
15 16
17
18 19