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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 %
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$986K +$106K +2,031 +12%
SPWM
452
Schrum Private Wealth Management
Florida
$986K +$145K +2,778 +17%
IA
453
Insight Advisors
Pennsylvania
$975K -$11.8K -226 -1%
FWM
454
Fingerlakes Wealth Management
New York
$970K -$9.17K -176 -0.9%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$969K -$249K -4,783 -20%
SWMG
456
Sanchez Wealth Management Group
Florida
$962K +$25.7K +493 +3%
SFG
457
Sovereign Financial Group
Connecticut
$958K +$52 +1 +0%
CB
458
Community Bank
New York
$943K +$56.7K +1,088 +6%
OGF
459
Orin Green Financial
California
$933K -$5.26K -101 -0.6%
LWMNY
460
Landmark Wealth Management (New York)
New York
$918K -$85.5K -1,640 -9%
APTFM
461
AGUR Provident & Training Funds Management
Israel
$918K -$105K -200,500 -10%
WIP
462
WealthCare Investment Partners
Rhode Island
$900K -$87.4K -1,676 -9%
DC
463
Davenport & Co
Virginia
$897K +$24.6K +473 +3%
ACM
464
Altrius Capital Management
North Carolina
$888K -$91K -1,747 -9%
LFA
465
LGT Financial Advisors
Texas
$886K +$886K +17,002 New
BFG
466
Bleakley Financial Group
New Jersey
$876K +$145K +2,784 +20%
TF
467
TLWM Financial
Texas
$852K +$2.14K +41 +0.3%
MC
468
Moors & Cabot
Massachusetts
$840K +$32.3K +620 +4%
AMM
469
American Money Management
California
$833K +$834 +16 +0.1%
RCA
470
Ranch Capital Advisors
Florida
$823K +$97.5K +1,872 +13%
CTWM
471
Cherry Tree Wealth Management
Minnesota
$820K +$820K +15,738 New
LA
472
Lifeworks Advisors
Michigan
$811K – – –
AWA
473
Arkadios Wealth Advisors
Georgia
$808K +$62.1K +1,191 +8%
CWS
474
Confluence Wealth Services
Pennsylvania
$805K +$16.6K +319 +2%
Lido Advisors
475
Lido Advisors
California
$800K +$20.3K +389 +3%
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