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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
$505M
2
LPL Financial
LPL Financial
California
$1.15B
3
Osaic Holdings
Osaic Holdings
Arizona
$365M
4
OIA
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$386M
2
DJSG
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
Brookstone Capital Management
Illinois
$107M
4
DCM
Davidson Capital Management
Texas
$38M
5
EWA
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
426
Capital Asset Advisory Services
Michigan
$1.41M +$33.4K +652 +2%
FAP
427
Financial Advisory Partners
Florida
$1.39M +$71.2K +1,417 +5%
PFA
428
Professional Financial Advisors
Nebraska
$1.39M +$7.74K +154 +0.6%
BBA
429
Braun-Bostich & Associates
Pennsylvania
$1.35M +$1.35M +26,900 New
SEA
430
Stegent Equity Advisors
Texas
$1.34M – – –
MWM
431
MBE Wealth Management
Wisconsin
$1.32M -$47.3K -942 -3%
TCFP
432
Treasure Coast Financial Planning
Florida
$1.32M -$1.66K -33 -0.1%
CMBA
433
C.M. Bidwell & Associates
Hawaii
$1.3M -$126K -2,507 -9%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$1.29M +$10.6K +211 +0.8%
CGFA
435
Colton Groome Financial Advisors
North Carolina
$1.27M +$158K +3,142 +14%
NFG
436
Nations Financial Group
Iowa
$1.26M +$109K +2,161 +9%
SF
437
Safeguard Financial
Wisconsin
$1.25M -$138K -2,745 -10%
FTDI
438
First Trust Direct Indexing
Massachusetts
$1.25M +$18.9K +377 +2%
TA
439
TrueWealth Advisors
Alabama
$1.25M +$59.1K +1,176 +5%
JFA
440
JNBA Financial Advisors
Minnesota
$1.23M -$303K -6,024 -20%
WPW
441
Watershed Private Wealth
Illinois
$1.22M +$238K +4,733 +24%
MA
442
MAS Advisors
Florida
$1.22M – – –
CAG
443
Crestwood Advisors Group
Massachusetts
$1.2M -$73.2K -1,456 -6%
SF
444
Slagle Financial
Illinois
$1.19M +$68.3K +1,359 +6%
AWA
445
Arkadios Wealth Advisors
Georgia
$1.19M +$412K +8,192 +53%
CA
446
CGN Advisors
Kansas
$1.19M +$20.5K +408 +2%
SPWM
447
Schrum Private Wealth Management
Florida
$1.19M +$235K +4,683 +25%
NFP
448
Narus Financial Partners
Utah
$1.19M +$7.19K +143 +0.6%
AFG
449
Atomi Financial Group
New York
$1.18M -$188K -3,740 -14%
William Blair & Company
450
William Blair & Company
Illinois
$1.18M +$52.7K +1,049 +5%
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