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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 %
NAS
501
Nicolet Advisory Services
Wisconsin
$432K -$6.98K -145 -2%
PIAS
502
PCA Investment Advisory Services
Ohio
$428K +$428K +8,881 New
CWM
503
Chemistry Wealth Management
New York
$427K – – –
SWIG
504
Strategic Wealth Investment Group
Kentucky
$425K +$65.9K +1,368 +18%
AIM
505
Acropolis Investment Management
Missouri
$410K – – –
IAN
506
Integrated Advisors Network
Texas
$387K +$30.4K +632 +9%
GSIS
507
Global Strategic Investment Solutions
Arizona
$385K – – –
CIAS
508
Capital Investment Advisory Services
North Carolina
$380K -$92.4K -1,919 -20%
BC
509
Brio Consultants
California
$380K -$69.8K -1,450 -16%
CAM
510
Cresset Asset Management
Illinois
$366K -$9.2K -191 -2%
TSS
511
Two Sigma Securities
New York
$365K -$779K -16,183 -68%
CPA
512
Capital Planning Advisors
California
$361K -$31.4K -653 -8%
VV
513
Verity & Verity
South Carolina
$361K +$361K +7,500 New
UAS
514
United Asset Strategies
New York
$359K -$8.05M -183,445 -96%
PFG
515
Prosperity Financial Group
California
$358K +$42K +873 +13%
MWM
516
MY Wealth Management
Maryland
$357K – – –
SCP
517
Stevens Capital Partners
Nebraska
$347K -$50.3K -1,045 -13%
EA
518
Emerald Advisors
Washington
$346K +$346K +7,187 New
DWP
519
Destiny Wealth Partners
Florida
$346K +$282K +5,856 +441%
RCAG
520
Rehmann Capital Advisory Group
Michigan
$345K +$84.1K +1,746 +32%
TCPG
521
Trivant Custom Portfolio Group
California
$344K +$344K +7,145 New
LWM
522
Liberty Wealth Management
California
$343K +$343K +7,126 New
EWA
523
EverSource Wealth Advisors
Alabama
$340K +$56.8K +1,180 +20%
CA
524
Clearstead Advisors
Ohio
$338K – – –
W
525
Wealthquest
Ohio
$333K +$53.6K +1,113 +19%
19 20
21
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