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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 %
SFM
501
Signet Financial Management
New Jersey
$771K – – –
MCM
502
MAI Capital Management
Ohio
$766K – – –
HA
503
Hofer & Associates
California
$763K +$40.1K +798 +6%
DCS
504
Destiny Capital Securities
Colorado
$757K +$757K +15,063 New
DI
505
DFPG Investments
Utah
$755K +$230K +4,508 +44%
SW
506
Simplicity Wealth
New Jersey
$746K +$210K +4,180 +39%
WCP
507
Welch Capital Partners
New York
$743K +$743K +14,780 New
RFN
508
RDA Financial Network
Iowa
$736K +$171K +3,399 +30%
DRS
509
Deane Retirement Strategies
Louisiana
$729K +$129K +2,562 +21%
PFG
510
PAX Financial Group
Texas
$723K +$44.7K +889 +7%
CWMGP
511
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$719K -$34.1K -679 -5%
SA
512
Stewardship Advisors
Pennsylvania
$717K +$60.3K +1,200 +9%
HFS
513
Horizon Financial Services
North Carolina
$716K +$124K +2,475 +21%
AA
514
AlphaMark Advisors
Kentucky
$713K +$713K +14,183 New
KFG
515
Kingdom Financial Group
Arizona
$710K +$196K +3,891 +38%
CA
516
Corrado Advisors
New Jersey
$709K -$41.1K -818 -5%
GM
517
GeoWealth Management
Illinois
$707K -$7.64K -152 -1%
MIAS
518
Mason Investment Advisory Services
Virginia
$700K +$700K +13,918 New
LSAG
519
Lake Street Advisors Group
New Hampshire
$696K +$8.7K +173 +1%
CM
520
Churchill Management
California
$684K -$62.6K -1,246 -8%
JSA
521
Jacobson & Schmitt Advisors
Wisconsin
$683K -$29.3K -582 -4%
ES
522
ETF Store
Kansas
$681K +$59.8K +1,183 +10%
AWM
523
Avior Wealth Management
Nebraska
$671K -$56.4K -1,122 -8%
C
524
Certuity
Florida
$663K – – –
LIA
525
LBMC Investment Advisors
Tennessee
$652K +$385K +7,771 +144%
19 20
21
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