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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.

Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.48%
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
1
Morgan Stanley
New York
$685M
2
LPL Financial
2
LPL Financial
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$470M
4
ACM
4
Advance Capital Management
Michigan
$333M
5
Bank of America
5
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
1
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
3
Brookstone Capital Management
Illinois
$84.4M
4
SWM
4
SigFig Wealth Management
California
$98.7M
5
SMM
5
Stadion Money Management
Georgia
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
26
1900 Wealth Management
Texas
$136M +$129M +2,303,056 +1,777%
PWA
27
Peterson Wealth Advisors
Utah
$133M -$3.2M -57,184 -2%
APW
28
Austin Private Wealth
Texas
$132M +$21.2M +379,273 +19%
Ameriprise
29
Ameriprise
Minnesota
$124M +$24.9M +446,694 +25%
TPCW
30
TD Private Client Wealth
New York
$124M +$123M +2,194,207 +10,116%
Wells Fargo
31
Wells Fargo
California
$119M +$9.28M +166,022 +8%
AWMS
32
Advocacy Wealth Management Services
Georgia
$111M +$111M +1,982,728 New
TLIC
33
Taiyo Life Insurance Company
Japan
$108M – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$107M -$7.16M -128,066 -6%
CIAS
35
CFS Investment Advisory Services
New Jersey
$102M +$6.95M +124,282 +7%
SWM
36
SigFig Wealth Management
California
$98.7M -$33.5M -598,558 -25%
IWC
37
Integrated Wealth Concepts
Massachusetts
$96.8M -$3.85M -68,815 -4%
PCA
38
Prosperity Capital Advisors
Ohio
$96.2M +$13.9M +247,940 +17%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$92.7M -$4.25M -76,000 -4%
KW
40
KWB Wealth
California
$90.2M +$19.3M +345,536 +27%
HighTower Advisors
41
HighTower Advisors
Illinois
$89.1M +$12.2M +218,569 +16%
Goldman Sachs
42
Goldman Sachs
New York
$86.2M +$42.5M +759,583 +97%
SHGA
43
Sand Hill Global Advisors
California
$84.4M +$84.4M +1,510,570 New
BCM
44
Brookstone Capital Management
Illinois
$84.4M -$34.8M -622,146 -29%
CAN
45
Cetera Advisor Networks
California
$83.5M +$19.4M +347,557 +30%
HGWM
46
Horst & Graben Wealth Management
Oregon
$82.1M +$6.18M +110,590 +8%
B
47
Bridgeworth
Alabama
$82M +$483K +8,648 +0.6%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$81.3M -$1.28M -22,878 -2%
SWP
49
Stratos Wealth Partners
Ohio
$80.1M +$5.49M +98,226 +7%
ACM
50
AlphaStar Capital Management
North Carolina
$79.7M +$20.9M +374,568 +36%
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