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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.

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

Top Sellers

1
SMM
Stadion Money Management
Georgia
$386M
2
DJSG
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
Brookstone Capital Management
Illinois
$107M
4
DCM
Davidson Capital Management
Texas
$38M
5
EWA
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
476
Bluesphere Advisors
Pennsylvania
$928K -$98.3K -1,955 -10%
FWM
477
Fingerlakes Wealth Management
New York
$928K -$7.74K -154 -0.8%
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$911K -$23.5K -468 -3%
MIS
479
Morningstar Investment Services
Illinois
$903K +$903K +17,915 New
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$903K -$48.3K -961 -5%
SMC
481
Smith, Moore & Co
Missouri
$899K -$64.4K -1,281 -7%
CB
482
Community Bank
New York
$896K -$13.3K -264 -1%
RCA
483
Ranch Capital Advisors
Florida
$896K +$102K +2,025 +13%
LWMNY
484
Landmark Wealth Management (New York)
New York
$883K -$2.01K -40 -0.2%
CTWM
485
Cherry Tree Wealth Management
Minnesota
$876K +$85.4K +1,700 +11%
MC
486
Moors & Cabot
Massachusetts
$872K +$61.4K +1,221 +8%
DC
487
Davenport & Co
Virginia
$866K +$1.21K +24 +0.1%
OGF
488
Orin Green Financial
California
$860K -$40.3K -801 -4%
SWM
489
SFG Wealth Management
Maryland
$845K +$370K +7,360 +78%
BFG
490
Bleakley Financial Group
New Jersey
$844K -$553 -11 -0.1%
FCA
491
FLC Capital Advisors
California
$843K -$124K -2,463 -13%
WIP
492
WealthCare Investment Partners
Rhode Island
$837K -$30.7K -612 -4%
TF
493
TLWM Financial
Texas
$829K +$7.29K +145 +0.9%
FC
494
Financial Consulate
Maryland
$828K -$985K -19,594 -54%
Natixis Advisors
495
Natixis Advisors
Massachusetts
$815K +$815K +16,223 New
ACM
496
Altrius Capital Management
North Carolina
$787K -$70K -1,392 -8%
CWS
497
Confluence Wealth Services
Pennsylvania
$781K +$4.62K +92 +0.6%
AWM
498
Accurate Wealth Management
Florida
$779K +$165K +3,223 +27%
LFA
499
LGT Financial Advisors
Texas
$778K -$76.3K -1,519 -9%
AMM
500
American Money Management
California
$776K -$28K -558 -3%
18 19
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