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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 %
OFG
451
Oxford Financial Group
Indiana
$1.97M +$1.97M +35,226 New
GKWIM
452
Gerber Kawasaki Wealth & Investment Management
California
$1.95M +$1.95M +34,828 New
ODIJL
453
One Day In July LLC
Vermont
$1.92M +$1.92M +34,372 New
SL
454
SWMG LLC
Texas
$1.9M +$1.53M +27,315 +414%
AC
455
Apella Capital
Connecticut
$1.89M -$786K -14,306 -29%
WT
456
Whittier Trust
California
$1.87M -$7.55K -135 -0.4%
SDWMA
457
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.86M – – –
FWI
458
Facet Wealth Inc
Maryland
$1.86M -$143K -2,453 -7%
FTDI
459
First Trust Direct Indexing
Massachusetts
$1.83M +$432K +7,736 +31%
Susquehanna International Group
460
Susquehanna International Group
Pennsylvania
$1.82M +$1.59M +28,434 +681%
CCM
461
Coldstream Capital Management
Washington
$1.82M -$43.3K -774 -2%
USCWA
462
U.S. Capital Wealth Advisors
Texas
$1.81M +$231K +4,126 +15%
RWA
463
Rooted Wealth Advisors
Illinois
$1.8M -$476K -8,188 -21%
SWM
464
Schwallier Wealth Management
Michigan
$1.79M +$1.79M +32,016 New
BCFS
465
Butensky & Cohen Financial Security
Florida
$1.78M -$37K -661 -2%
WP
466
WealthShield Partners
North Carolina
$1.76M +$1.68M +30,009 +1,918%
RFA
467
Resurgent Financial Advisors
Georgia
$1.75M +$1.03M +18,488 +143%
IWS
468
Integrity Wealth Solutions
Colorado
$1.73M +$1.73M +31,023 New
RWPA
469
Richard W. Paul & Associates
Michigan
$1.71M -$73.1K -1,307 -4%
ECA
470
Elevated Capital Advisors
Utah
$1.7M -$134K -2,389 -7%
FC
471
Forte Capital
New York
$1.69M -$29.5K -528 -2%
MPCL
472
My Personal CFO LLC
Washington
$1.68M – – –
CAS
473
Coppell Advisory Solutions
Texas
$1.67M +$1.67M +29,919 New
AFG
474
Atomi Financial Group
New York
$1.66M +$344K +6,150 +26%
PIA
475
Pinion Investment Advisors
Kansas
$1.66M +$1.68K +30 +0.1%
17 18
19
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