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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.

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
1
LPL Financial
California
$863M
2
OIA
2
OneDigital Investment Advisors
Kansas
$165M
3
ACG
3
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MWM
2
Moran Wealth Management
Florida
$0
3
BlackRock
3
BlackRock
New York
$152K
4
TC
4
Trilogy Capital
California
$1.17M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$827
Name Market Value Shares Shares
Change 		Shares
Change %
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$87M 1,806,260 +530,828 +42%
Wells Fargo
27
Wells Fargo
California
$83M 1,723,904 -97,886 -5%
KW
28
KWB Wealth
California
$79.9M 1,775,526 +23,512 +1%
GWP
29
Gateway Wealth Partners
Wisconsin
$75.4M 1,565,646 +50,900 +3%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$75M 1,558,236 +79,652 +5%
ACM
31
AlphaStar Capital Management
North Carolina
$72.4M 1,579,013 +426,629 +37%
CIAS
32
CFS Investment Advisory Services
New Jersey
$72.2M 1,498,533 -152,646 -9%
Ameriprise
33
Ameriprise
Minnesota
$67.3M 1,395,817 +75,723 +6%
APW
34
Austin Private Wealth
Texas
$66.7M 1,385,168 +50,981 +4%
ACA
35
Aptus Capital Advisors
Alabama
$60.8M 1,261,755 +411,660 +48%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$59.6M 1,237,926 -129,898 -9%
HighTower Advisors
37
HighTower Advisors
Illinois
$58.3M 1,210,673 -146,538 -11%
GRP
38
Global Retirement Partners
California
$55.5M 1,157,334 +560,342 +94%
HGWM
39
Horst & Graben Wealth Management
Oregon
$55.5M 1,152,341 +60,365 +6%
GP
40
Girard Partners
Pennsylvania
$54.9M 1,140,401 +160,526 +16%
SWP
41
Stratos Wealth Partners
Ohio
$51.1M 1,060,481 +608,763 +135%
WWG
42
West Wealth Group
California
$51M 1,059,099 +6,771 +0.6%
DCM
43
Davidson Capital Management
Texas
$50.6M 1,050,610 +507,249 +93%
PCA
44
Prosperity Capital Advisors
Ohio
$47.9M 995,676 +435,819 +78%
IWP
45
IAG Wealth Partners
Wisconsin
$46.3M 961,624 +41,002 +4%
OWA
46
One Wealth Advisors
California
$45.4M 943,845 -1,713 -0.2%
WANY
47
Wealthspire Advisors (New York)
New York
$43.9M 910,834 +11,119 +1%
SFS
48
Security Financial Services
Indiana
$42.2M 877,461 -52,564 -6%
IWC
49
Integrated Wealth Concepts
Massachusetts
$41.9M 870,619 +532,788 +158%
ODG
50
O'Dell Group
Ohio
$40.9M 850,326 +4,304 +0.5%
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