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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 %
MWM
401
MBE Wealth Management
Wisconsin
$1.42M +$486K +9,321 +52%
CAAS
402
Capital Asset Advisory Services
Michigan
$1.42M -$3.17K -60 -0.2%
FFA
403
Farther Finance Advisors
California
$1.41M +$402K +7,723 +40%
USCWA
404
U.S. Capital Wealth Advisors
Texas
$1.4M +$190K +3,640 +16%
SEA
405
Stegent Equity Advisors
Texas
$1.39M – – –
TCFP
406
Treasure Coast Financial Planning
Florida
$1.37M -$27K -519 -2%
FAP
407
Financial Advisory Partners
Florida
$1.37M +$95K +1,823 +7%
WEG
408
World Equity Group
Illinois
$1.37M -$750K -14,400 -35%
Betterment LLC
409
Betterment LLC
New York
$1.36M +$349K +6,701 +34%
Jane Street
410
Jane Street
New York
$1.36M +$666K +12,789 +96%
VIP
411
Vantage Investment Partners
Missouri
$1.35M -$643K -12,342 -32%
CCM
412
Crew Capital Management
Ohio
$1.34M -$39.9K -766 -3%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$1.32M +$1.32M +25,406 New
CAG
414
Crestwood Advisors Group
Massachusetts
$1.32M -$98.9K -1,898 -7%
SIA
415
Strategic Investment Advisors
Michigan
$1.3M +$392K +7,528 +43%
FTUS
416
Flow Traders U.S.
New York
$1.3M +$448K +8,603 +53%
SWM
417
Spire Wealth Management
Virginia
$1.3M +$133K +2,554 +11%
JFG
418
Jefferies Financial Group
New York
$1.29M – – –
FTDI
419
First Trust Direct Indexing
Massachusetts
$1.28M +$1.28M +24,562 New
MA
420
MAS Advisors
Florida
$1.26M -$632K -12,127 -33%
Millennium Management
421
Millennium Management
New York
$1.23M -$1.47M -28,149 -54%
TA
422
TrueWealth Advisors
Alabama
$1.23M +$74.8K +1,435 +6%
TC
423
Trilogy Capital
California
$1.23M -$65.7K -1,236 -5%
NFP
424
Narus Financial Partners
Utah
$1.22M +$73.1K +1,402 +6%
CA
425
CGN Advisors
Kansas
$1.21M -$26.1K -501 -2%
15 16
17
18 19