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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
+$136M
2
OIA
OneDigital Investment Advisors
Kansas
+$45.2M
3
ACG
Allen Capital Group
Nebraska
+$40.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.4M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$30.3M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$273M
2
MWM
Moran Wealth Management
Florida
-$111M
3
BlackRock
BlackRock
New York
-$110M
4
TC
Trilogy Capital
California
-$90.1M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBWP
476
Beacon Bridge Wealth Partners
Pennsylvania
$549K -$349K -7,243 -39%
SA
477
Stewardship Advisors
Pennsylvania
$543K +$199K +4,131 +58%
SAS
478
SMI Advisory Services
Indiana
$542K -$26.2K -583 -5%
RFN
479
RDA Financial Network
Iowa
$536K -$18.7K -388 -3%
ES
480
ETF Store
Kansas
$536K +$59.2K +1,240 +12%
AA
481
AJ Advisors
Tennessee
$526K +$55.1K +1,144 +12%
AUB
482
Atlantic Union Bankshares
Virginia
$520K – – –
IIC
483
Integrated Investment Consultants
Michigan
$496K – – –
IC
484
IEQ Capital
California
$494K +$494K +10,256 New
WWM
485
Windsor Wealth Management
Indiana
$488K +$488K +10,127 New
AWM
486
Accurate Wealth Management
Florida
$487K +$127K +2,639 +35%
CIA
487
Capital Investment Advisors
Georgia
$484K -$36.4K -756 -7%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$470K +$4.29K +89 +0.9%
RW
489
Regimen Wealth
Georgia
$467K -$2.55K -52 -0.5%
ACS
490
Archford Capital Strategies
Illinois
$464K -$62.3K -1,300 -12%
TA
491
TFG Advisers
Michigan
$457K +$46.5K +966 +11%
SRWM
492
Shira Ridge Wealth Management
California
$454K +$22.1K +459 +5%
PFA
493
Peak Financial Advisors
Colorado
$454K +$56.5K +1,174 +14%
SW
494
Simplicity Wealth
New Jersey
$452K -$97.8K -2,031 -18%
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$447K -$10.4K -216 -2%
FMI
496
F/M Investments
District of Columbia
$446K – – –
DI
497
DFPG Investments
Utah
$441K +$25.6K +532 +6%
LWANC
498
Laurel Wealth Advisors (North Carolina)
North Carolina
$440K +$168K +3,499 +62%
AFO
499
Arrowroot Family Office
California
$439K +$439K +9,117 New
GM
500
GeoWealth Management
Illinois
$434K -$3.89M -80,699 -90%
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