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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 %
AP
426
Advisors Preferred
Maryland
$2.21M +$1.5M +26,970 +212%
MWC
427
MBM Wealth Consultants
Missouri
$2.2M +$144K +2,491 +7%
AFG
428
AFS Financial Group
Maryland
$2.19M +$2.19M +39,174 New
WFAG
429
Worth Financial Advisory Group
North Carolina
$2.15M -$25.8K -462 -1%
FFA
430
Farther Finance Advisors
California
$2.15M +$522K +9,330 +32%
CCM
431
Condor Capital Management
New Jersey
$2.14M -$24.9K -445 -1%
PWM
432
Perigon Wealth Management
California
$2.14M +$103K +1,848 +5%
MA
433
MONECO Advisors
Connecticut
$2.13M -$152K -2,712 -7%
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$2.13M -$785 -14 -0%
SW
435
Simplicity Wealth
New Jersey
$2.11M +$1.28M +22,843 +154%
ASN
436
Advisory Services Network
Georgia
$2.1M +$408K +7,299 +24%
HWMA
437
Heritage Wealth Management (Arizona)
Arizona
$2.1M +$2.1M +37,492 New
SWM
438
Spire Wealth Management
Virginia
$2.08M +$223K +3,925 +12%
BW
439
BIP Wealth
Georgia
$2.08M -$106K -1,890 -5%
AFP
440
Alpha Financial Partners
Kentucky
$2.06M +$2.06M +36,800 New
NWMG
441
National Wealth Management Group
Ohio
$2.06M +$88.9K +1,590 +5%
CFG
442
Cooper Financial Group
California
$2.05M -$324K -5,795 -14%
HSG
443
Helen Stephens Group
Texas
$2.04M +$13.5K +242 +0.7%
PTC
444
Private Trust Company
Ohio
$2.03M -$77.8K -1,392 -4%
LCM
445
Lunt Capital Management
Utah
$2.02M -$1.01M -18,122 -33%
HPA
446
High Probability Advisors
New York
$2.01M +$136K +2,437 +7%
CF
447
Convergence Financial
Missouri
$2M +$763K +13,642 +62%
AA
448
Alesco Advisors
New York
$2M -$15.9K -285 -0.8%
WCA
449
Westover Capital Advisors
Delaware
$1.98M +$42K +752 +2%
AWM
450
Axxcess Wealth Management
California
$1.98M -$217K -3,880 -10%
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