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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 %
PIA
426
Perennial Investment Advisors
California
$826K +$416K +8,638 +101%
CB
427
Community Bank
New York
$819K -$102K -2,123 -11%
PNC Financial Services Group
428
PNC Financial Services Group
Pennsylvania
$813K +$135K +2,812 +20%
NGA
429
Naples Global Advisors
Florida
$813K +$13K +269 +2%
DC
430
Davenport & Co
Virginia
$806K -$9.92K -206 -1%
RCM
431
Raleigh Capital Management
North Carolina
$805K +$189K +3,917 +31%
William Blair & Company
432
William Blair & Company
Illinois
$795K +$112K +2,336 +16%
AWM
433
Axxcess Wealth Management
California
$793K +$7.75K +161 +1%
TF
434
TLWM Financial
Texas
$785K +$17.9K +371 +2%
FTUS
435
Flow Traders U.S.
New York
$785K +$785K +16,305 New
JSA
436
Jacobson & Schmitt Advisors
Wisconsin
$781K +$11.7K +244 +2%
SPWM
437
Schrum Private Wealth Management
Florida
$777K +$777K +16,143 New
AMM
438
American Money Management
California
$769K +$54.1K +1,123 +8%
FCM
439
Fourpath Capital Management
Oklahoma
$757K -$11.7K -242 -2%
CA
440
Corrado Advisors
New Jersey
$755K -$14.9K -309 -2%
LA
441
Lifeworks Advisors
Michigan
$750K +$750K +15,571 New
MC
442
Moors & Cabot
Massachusetts
$746K +$21.7K +450 +3%
DC
443
Destiny Capital
Colorado
$745K +$48 +1 +0%
SPC
444
Sigma Planning Corp
Michigan
$741K -$14.9K -310 -2%
SFM
445
Signet Financial Management
New Jersey
$738K – – –
CWS
446
Confluence Wealth Services
Pennsylvania
$728K +$18.8K +390 +3%
MA
447
MONECO Advisors
Connecticut
$726K -$1.14M -23,607 -61%
Lido Advisors
448
Lido Advisors
California
$720K +$720K +14,962 New
MFG
449
Magnus Financial Group
New York
$709K +$709K +14,715 New
RSWM
450
Robertson Stephens Wealth Management
California
$701K -$22.2K -462 -3%
16 17
18
19 20