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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$292M
2
LPL Financial
LPL Financial
California
+$139M
3
SWM
SigFig Wealth Management
California
+$124M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$83.9M
5
SMM
Stadion Money Management
Georgia
+$78.4M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$56.7M
2
KW
KWB Wealth
California
-$25.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$22.8M
4
RWA
Rooted Wealth Advisors
Illinois
-$17.8M
5
CWA
Core Wealth Advisors
Florida
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
476
Destiny Capital
Colorado
$799K -$7.45K -143 -0.9%
SFM
477
Signet Financial Management
New Jersey
$799K – – –
MCM
478
MAI Capital Management
Ohio
$794K +$794K +15,242 New
CWMGP
479
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$781K +$22.6K +434 +3%
CA
480
Corrado Advisors
New Jersey
$777K -$39.3K -754 -5%
CM
481
Churchill Management
California
$774K -$142K -2,723 -15%
MFG
482
Magnus Financial Group
New York
$763K -$3.96K -76 -0.5%
AWM
483
Avior Wealth Management
Nebraska
$754K -$218K -4,177 -22%
TI
484
Trexquant Investment
Connecticut
$752K +$752K +14,422 New
HA
485
Hofer & Associates
California
$750K +$38.6K +740 +5%
RSWM
486
Robertson Stephens Wealth Management
California
$745K -$14.3K -275 -2%
GM
487
GeoWealth Management
Illinois
$742K +$272K +5,217 +58%
JSA
488
Jacobson & Schmitt Advisors
Wisconsin
$739K -$107K -2,051 -13%
CFP
489
Cypress Financial Planning
New Jersey
$735K -$4.49K -86 -0.6%
MAWAG
490
Mid-American Wealth Advisory Group
Missouri
$731K +$731K +13,943 New
MOS
491
MGO One Seven
Ohio
$723K -$10.2M -196,374 -93%
LSAG
492
Lake Street Advisors Group
New Hampshire
$712K +$712K +13,668 New
SWIG
493
Strategic Wealth Investment Group
Kentucky
$709K +$249K +4,778 +54%
PFG
494
PAX Financial Group
Texas
$703K +$703K +13,487 New
C
495
Certuity
Florida
$688K +$6.05K +116 +0.9%
UCFA
496
United Capital Financial Advisors
Texas
$688K +$86.7K +1,664 +14%
SA
497
Stewardship Advisors
Pennsylvania
$681K +$93.1K +1,786 +16%
JWCA
498
J.W. Cole Advisors
Florida
$659K +$11.9K +228 +2%
ES
499
ETF Store
Kansas
$655K +$56.6K +1,061 +9%
AWM
500
Arista Wealth Management
Nevada
$653K – – –
18 19
20
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