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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
+$118M
2
LPL Financial
LPL Financial
California
+$112M
3
Osaic Holdings
Osaic Holdings
Arizona
+$112M
4
OIA
OneDigital Investment Advisors
Kansas
+$111M
5
APTFM
AGUR Provident & Training Funds Management
Israel
+$103M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$145M
2
DJSG
D.J. St. Germain
Massachusetts
-$91.1M
3
BCM
Brookstone Capital Management
Illinois
-$28.4M
4
DCM
Davidson Capital Management
Texas
-$24.9M
5
EWA
EP Wealth Advisors
California
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Crew Capital Management
Ohio
$1.18M -$114K -2,274 -9%
SIA
452
Strategic Investment Advisors
Michigan
$1.17M -$82.1K -1,633 -7%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$1.17M +$96.6K +1,923 +9%
NSAM
454
North Star Asset Management
Wisconsin
$1.17M +$1.17M +23,227 New
JPMPWA
455
J.P. Morgan Private Wealth Advisors
California
$1.17M -$534K -10,618 -31%
NCM
456
Northwest Capital Management
Oregon
$1.16M +$911K +18,123 +371%
AQR Capital Management
457
AQR Capital Management
Connecticut
$1.15M +$1.15M +22,879 New
CF
458
Convergence Financial
Missouri
$1.11M +$87K +1,730 +8%
PIA
459
Perennial Investment Advisors
California
$1.11M +$2.26K +45 +0.2%
TAM
460
TCP Asset Management
Ohio
$1.1M – – –
TPCW
461
TD Private Client Wealth
New York
$1.09M +$93.2K +1,855 +9%
TC
462
Trilogy Capital
California
$1.08M -$77.3K -1,538 -7%
GA
463
GoalVest Advisory
New York
$1.06M +$6.58K +131 +0.6%
FCC
464
Flower City Capital
New York
$1.05M – – –
LCWP
465
Legacy Capital Wealth Partners
Arkansas
$1.05M +$1.05M +20,850 New
RFN
466
Redwood Financial Network
Ohio
$1.03M +$63.1K +1,255 +7%
FTUS
467
Flow Traders U.S.
New York
$1.02M -$237K -4,716 -19%
NF
468
Nikulski Financial
Iowa
$990K -$19.6K -390 -2%
MFG
469
Magnus Financial Group
New York
$978K +$242K +4,816 +33%
JWCA
470
J.W. Cole Advisors
Florida
$966K +$330K +6,573 +52%
RWM
471
Ritholtz Wealth Management
New York
$946K -$221K -4,391 -19%
IA
472
Insight Advisors
Pennsylvania
$940K -$251 -5 -0%
IFPL
473
Investments & Financial Planning LLC
Kentucky
$937K -$50.3K -1,001 -5%
FMN
474
Financial Management Network
California
$934K -$55.8K -1,117 -6%
SWMG
475
Sanchez Wealth Management Group
Florida
$930K +$1.81K +36 +0.2%
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