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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.

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
1
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$365M
4
OIA
4
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
5
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$386M
2
DJSG
2
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
3
Brookstone Capital Management
Illinois
$107M
4
DCM
4
Davidson Capital Management
Texas
$38M
5
EWA
5
EP Wealth Advisors
California
$234K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$103M 2,043,527 +84,075 +4%
APW
27
Austin Private Wealth
Texas
$100M 1,989,740 +507,942 +34%
ACM
28
Advance Capital Management
Michigan
$99.6M 1,981,511 +1,090,232 +122%
Wells Fargo
29
Wells Fargo
California
$99M 1,969,012 +296,640 +18%
TLIC
30
Taiyo Life Insurance Company
Japan
$97.5M 1,940,500 – –
IWC
31
Integrated Wealth Concepts
Massachusetts
$90.5M 1,801,152 +122,629 +7%
Ameriprise
32
Ameriprise
Minnesota
$89.1M 1,773,972 +406,164 +30%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$87.2M 1,735,060 +1,729,371 +30,399%
CIAS
34
CFS Investment Advisory Services
New Jersey
$85.9M 1,708,334 +215,407 +14%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$82M 1,631,149 +217,679 +15%
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$79.9M 1,590,337 +34,090 +2%
GWP
37
Gateway Wealth Partners
Wisconsin
$74.7M 1,485,903 -57,031 -4%
NEWAS
38
N.E.W. Advisory Services
Wisconsin
$74.2M 1,476,434 -34,061 -2%
PCA
39
Prosperity Capital Advisors
Ohio
$74M 1,472,541 +378,491 +35%
B
40
Bridgeworth
Alabama
$73.3M 1,459,136 +591,689 +68%
HighTower Advisors
41
HighTower Advisors
Illinois
$69.2M 1,374,795 +113,480 +9%
HGWM
42
Horst & Graben Wealth Management
Oregon
$68.2M 1,357,712 +180,642 +15%
WWG
43
West Wealth Group
California
$67.9M 1,350,386 +277,190 +26%
SWP
44
Stratos Wealth Partners
Ohio
$67.1M 1,334,943 +373,236 +39%
KW
45
KWB Wealth
California
$66M 1,267,391 -18,511 -1%
GRP
46
Global Retirement Partners
California
$58.8M 1,176,934 +507 +0%
OWA
47
One Wealth Advisors
California
$58.2M 1,158,692 +162,350 +16%
CAN
48
Cetera Advisor Networks
California
$57.6M 1,145,381 +118,881 +12%
CIA
49
Compass Ion Advisors
Pennsylvania
$56.5M 1,124,322 +1,025,608 +1,039%
GP
50
Girard Partners
Pennsylvania
$56.4M 1,122,510 -20,940 -2%
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