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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 %
SDWMA
401
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M +$955 +19 +0.1%
CCM
402
Coldstream Capital Management
Washington
$1.67M -$79.7K -1,586 -5%
ECA
403
Elevated Capital Advisors
Utah
$1.65M -$281K -5,583 -15%
SWM
404
Spire Wealth Management
Virginia
$1.65M +$398K +7,921 +32%
BCFS
405
Butensky & Cohen Financial Security
Florida
$1.63M -$29.8K -593 -2%
RWPA
406
Richard W. Paul & Associates
Michigan
$1.6M -$2.73M -54,408 -63%
Millennium Management
407
Millennium Management
New York
$1.55M +$365K +7,255 +31%
FC
408
Forte Capital
New York
$1.54M +$23.5K +467 +2%
ASN
409
Advisory Services Network
Georgia
$1.52M -$89.1K -1,773 -6%
SPC
410
Sigma Planning Corp
Michigan
$1.52M +$988K +19,656 +186%
BFG
411
Beacon Financial Group
Texas
$1.52M – – –
MPCL
412
My Personal CFO LLC
Washington
$1.51M – – –
PIA
413
Pinion Investment Advisors
Kansas
$1.49M -$12.8K -255 -0.9%
TCM
414
Traynor Capital Management
Pennsylvania
$1.49M -$50.4K -1,003 -3%
CWM
415
Compass Wealth Management
Connecticut
$1.49M +$519K +10,328 +54%
AWM
416
Arista Wealth Management
Nevada
$1.47M +$843K +16,770 +134%
RMAM
417
Raab & Moskowitz Asset Management
New Jersey
$1.47M -$4.42K -88 -0.3%
FFA
418
Farther Finance Advisors
California
$1.47M +$110K +2,195 +8%
SSW
419
Stone Summit Wealth
Florida
$1.46M -$50.1K -996 -3%
MA
420
MKT Advisors
California
$1.45M -$12.5K -248 -0.9%
AAS
421
Ameritas Advisory Services
Nebraska
$1.44M +$1.44M +28,663 New
VIM
422
Vista Investment Management
Pennsylvania
$1.43M -$13.8K -274 -1%
VIP
423
Vantage Investment Partners
Missouri
$1.42M +$121K +2,400 +9%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$1.42M +$71.2K +1,416 +5%
BRWA
425
B. Riley Wealth Advisors
Florida
$1.41M +$459K +9,124 +48%
15 16
17
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