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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 %
TF
501
Trek Financial
Arizona
$649K +$649K +12,456 New
HAS
502
HBW Advisory Services
California
$641K +$4.02K +77 +0.6%
JIP
503
Jaffetilchin Investment Partners
Florida
$641K -$1.43M -27,478 -69%
AWM
504
Accurate Wealth Management
Florida
$636K +$101K +1,909 +19%
DI
505
Diligent Investors
California
$633K – – –
ADL
506
Asset Dedication LLC
California
$625K -$59K -1,132 -9%
DRS
507
Deane Retirement Strategies
Louisiana
$623K -$2.71K -52 -0.4%
RCM
508
Raleigh Capital Management
North Carolina
$615K -$257K -4,926 -29%
AWM
509
Axxcess Wealth Management
California
$614K -$245K -4,702 -29%
HFS
510
Horizon Financial Services
North Carolina
$613K -$10.3K -198 -2%
OIM
511
Opus Investment Management
Massachusetts
$599K – – –
WWM
512
Windsor Wealth Management
Indiana
$597K +$69.6K +1,336 +13%
AA
513
AJ Advisors
Tennessee
$592K +$23.3K +447 +4%
RFN
514
RDA Financial Network
Iowa
$586K +$5.47K +105 +0.9%
CPG
515
Cornerstone Planning Group
New Jersey
$569K +$569K +10,916 New
PFA
516
Peak Financial Advisors
Colorado
$566K +$74.8K +1,436 +15%
SW
517
Simplicity Wealth
New Jersey
$556K +$67.1K +1,287 +14%
SPC
518
Sigma Planning Corp
Michigan
$552K -$250K -4,805 -31%
DI
519
DFPG Investments
Utah
$551K +$60.2K +1,125 +12%
TA
520
TFG Advisers
Michigan
$544K +$49.2K +944 +10%
VCM
521
Virtue Capital Management
Tennessee
$542K -$60.8K -1,167 -10%
IIC
522
Integrated Investment Consultants
Michigan
$537K – – –
KFG
523
Kingdom Financial Group
Arizona
$533K +$533K +10,235 New
AUB
524
Atlantic Union Bankshares
Virginia
$532K -$30.4K -584 -5%
RW
525
Regimen Wealth
Georgia
$532K +$35.4K +679 +7%
19 20
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