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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 %
VC
401
Vicus Capital
Pennsylvania
$2.67M -$163K -2,911 -6%
FWM
402
Fonville Wealth Management
Virginia
$2.65M +$2.65M +47,476 New
RSWM
403
Robertson Stephens Wealth Management
California
$2.65M -$90.6K -1,621 -3%
PFS
404
Prospera Financial Services
Texas
$2.63M -$53.9K -964 -2%
VAMG
405
Voisard Asset Management Group
Michigan
$2.6M +$2.6M +46,580 New
AWA
406
Alaska Wealth Advisors
Alaska
$2.58M +$395K +7,062 +18%
CWM
407
Compass Wealth Management
Connecticut
$2.54M +$883K +15,804 +53%
WFC
408
Western Financial Corp
California
$2.53M +$88.2K +1,578 +4%
AIS
409
American Investment Services
Massachusetts
$2.51M +$2.4K +43 +0.1%
SPIA
410
Steward Partners Investment Advisory
New York
$2.51M +$2.12M +37,910 +538%
TSS
411
Two Sigma Securities
New York
$2.51M +$32.1K +575 +1%
LIA
412
Luken Investment Analytics
Tennessee
$2.5M +$519K +9,285 +26%
AAS
413
Annex Advisory Services
Wisconsin
$2.46M -$28.5K -509 -1%
CAG
414
Curtis Advisory Group
California
$2.44M +$2.44M +43,695 New
MA
415
MKT Advisors
California
$2.43M +$849K +15,418 +54%
WEG
416
World Equity Group
Illinois
$2.41M +$524K +9,376 +28%
ERIM
417
Eagle Ridge Investment Management
Connecticut
$2.39M +$2.39M +42,800 New
VVP
418
Venture Visionary Partners
Ohio
$2.38M +$195K +3,484 +9%
Fidelity Investments
419
Fidelity Investments
Massachusetts
$2.37M +$50.4K +902 +2%
ACM
420
Absolute Capital Management
Pennsylvania
$2.34M -$2.89M -51,733 -55%
SFA
421
Semmax Financial Advisors
North Carolina
$2.33M +$2.18M +37,412 +1,418%
GT
422
Greenleaf Trust
Michigan
$2.29M – – –
IFPG
423
Intrepid Financial Planning Group
Indiana
$2.29M -$106K -1,897 -4%
JFA
424
JNBA Financial Advisors
Minnesota
$2.27M +$910K +16,287 +67%
T
425
TCWP
Ohio
$2.21M +$96K +1,718 +5%
15 16
17
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