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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 %
RWM
426
Ritholtz Wealth Management
New York
$1.21M +$52 +1 +0%
NFG
427
Nations Financial Group
Iowa
$1.2M +$84.9K +1,630 +8%
NGA
428
Naples Global Advisors
Florida
$1.17M +$290K +5,556 +33%
SF
429
Slagle Financial
Illinois
$1.17M +$1.17M +22,410 New
William Blair & Company
430
William Blair & Company
Illinois
$1.17M +$307K +5,889 +36%
CGFA
431
Colton Groome Financial Advisors
North Carolina
$1.15M +$47.7K +915 +4%
PIA
432
Perennial Investment Advisors
California
$1.15M +$254K +4,875 +28%
TAM
433
TCP Asset Management
Ohio
$1.14M -$104K -1,990 -8%
CAPTRUST Financial Advisors
434
CAPTRUST Financial Advisors
North Carolina
$1.12M +$821K +15,751 +279%
GA
435
GoalVest Advisory
New York
$1.1M +$932K +17,891 +571%
FCC
436
Flower City Capital
New York
$1.09M -$12K -231 -1%
BA
437
Bluesphere Advisors
Pennsylvania
$1.06M – – –
CF
438
Convergence Financial
Missouri
$1.06M +$368K +7,070 +53%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$1.05M +$836K +16,034 +389%
NF
440
Nikulski Financial
Iowa
$1.05M -$10K -192 -0.9%
FMN
441
Financial Management Network
California
$1.03M -$75.7K -1,449 -7%
TPCW
442
TD Private Client Wealth
New York
$1.03M +$726K +13,926 +236%
IFPL
443
Investments & Financial Planning LLC
Kentucky
$1.02M -$2.4K -46 -0.2%
WPW
444
Watershed Private Wealth
Illinois
$1.02M +$6.15K +118 +0.6%
FCA
445
FLC Capital Advisors
California
$1M -$1.71M -32,872 -63%
CWM
446
Compass Wealth Management
Connecticut
$1M -$279K -5,363 -22%
SMC
447
Smith, Moore & Co
Missouri
$999K -$35.6K -684 -3%
CFGS
448
Concourse Financial Group Securities
Alabama
$998K +$33.2K +637 +3%
RFN
449
Redwood Financial Network
Ohio
$998K +$31K +595 +3%
BRWA
450
B. Riley Wealth Advisors
Florida
$990K +$254K +4,878 +35%
16 17
18
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