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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 %
CWMGP
451
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$701K -$86.6K -1,798 -11%
AWA
452
Arkadios Wealth Advisors
Georgia
$690K +$216K +4,495 +46%
CFP
453
Cypress Financial Planning
New Jersey
$685K +$31.8K +657 +5%
QA
454
Quantitative Advantage
Minnesota
$685K +$30.5K +633 +5%
BRWA
455
B. Riley Wealth Advisors
Florida
$680K -$376K -7,809 -36%
Fidelity Investments
456
Fidelity Investments
Massachusetts
$676K +$124K +2,574 +22%
BFG
457
Bleakley Financial Group
New Jersey
$675K – – –
RCA
458
Ranch Capital Advisors
Florida
$671K +$29.2K +606 +5%
ARC
459
Advisor Resource Council
Texas
$645K +$281K +5,837 +77%
CF
460
Convergence Financial
Missouri
$642K -$208K -4,328 -25%
Jane Street
461
Jane Street
New York
$641K +$73.7K +1,530 +13%
ADL
462
Asset Dedication LLC
California
$636K +$9.59K +198 +2%
C
463
Certuity
Florida
$630K – – –
HT
464
Headlands Technologies
Illinois
$617K +$425K +8,834 +222%
HA
465
Hofer & Associates
California
$614K – – –
AWM
466
Arista Wealth Management
Nevada
$604K – – –
JWCA
467
J.W. Cole Advisors
Florida
$598K -$7.95K -165 -1%
HAS
468
HBW Advisory Services
California
$589K +$434 +9 +0.1%
DI
469
Diligent Investors
California
$585K – – –
DRS
470
Deane Retirement Strategies
Louisiana
$578K +$110K +2,288 +24%
HFS
471
Horizon Financial Services
North Carolina
$576K +$65.8K +1,367 +13%
Citigroup
472
Citigroup
New York
$564K +$147K +3,050 +35%
UCFA
473
United Capital Financial Advisors
Texas
$555K -$72.9K -1,514 -12%
OIM
474
Opus Investment Management
Massachusetts
$554K – – –
VCM
475
Virtue Capital Management
Tennessee
$550K +$32.9K +692 +6%
17 18
19
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