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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.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.47%
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
Morgan Stanley
New York
+$484M
2
LPL Financial
LPL Financial
California
+$258M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$228M
4
ACM
Advance Capital Management
Michigan
+$222M
5
Bank of America
Bank of America
North Carolina
+$130M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
-$191M
2
GWP
Gateway Wealth Partners
Wisconsin
-$77.8M
3
BCM
Brookstone Capital Management
Illinois
-$34.8M
4
SWM
SigFig Wealth Management
California
-$33.5M
5
SMM
Stadion Money Management
Georgia
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
476
Capital Planning Advisors
California
$1.65M +$1.23M +22,050 +297%
AWM
477
Arista Wealth Management
Nevada
$1.64M -$950 -17 -0.1%
MWA
478
MN Wealth Advisors
Kansas
$1.63M +$1.63M +29,205 New
RMAM
479
Raab & Moskowitz Asset Management
New Jersey
$1.62M -$10.1K -180 -0.6%
FAP
480
Financial Advisory Partners
Florida
$1.61M +$58.5K +1,047 +4%
SSW
481
Stone Summit Wealth
Florida
$1.6M -$26.7K -477 -2%
VIM
482
Vista Investment Management
Pennsylvania
$1.59M -$783 -14 -0%
GM
483
GeoWealth Management
Illinois
$1.59M +$799K +14,293 +102%
HAM
484
Harmony Asset Management
Arizona
$1.59M +$1.59M +28,365 New
VIP
485
Vantage Investment Partners
Missouri
$1.58M – – –
JWCA
486
J.W. Cole Advisors
Florida
$1.56M +$489K +8,747 +46%
TIM
487
Tortoise Investment Management
New York
$1.54M +$942K +16,843 +156%
AQR Capital Management
488
AQR Capital Management
Connecticut
$1.53M +$252K +4,501 +20%
OWA
489
Outlook Wealth Advisors
Texas
$1.52M -$1.7M -30,360 -53%
PFG
490
Pacific Financial Group
Washington
$1.52M -$4.56M -81,500 -75%
EFG
491
Embree Financial Group
Illinois
$1.51M +$1.51M +27,076 New
Rockefeller Capital Management
492
Rockefeller Capital Management
New York
$1.5M +$1.5M +26,908 New
SAG
493
SageView Advisory Group
California
$1.5M -$481K -8,338 -24%
HBT
494
Hills Bank & Trust
Iowa
$1.5M +$1.5M +26,768 New
SEA
495
Stegent Equity Advisors
Texas
$1.49M – – –
PFG
496
PAX Financial Group
Texas
$1.48M +$634K +10,814 +75%
AWA
497
Arkadios Wealth Advisors
Georgia
$1.47M +$147K +2,637 +11%
NFG
498
Nations Financial Group
Iowa
$1.47M +$62K +1,109 +4%
TCFP
499
Treasure Coast Financial Planning
Florida
$1.46M -$10K -179 -0.7%
CGFA
500
Colton Groome Financial Advisors
North Carolina
$1.45M +$34.4K +615 +2%
18 19
20
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