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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 %
AFS
501
Access Financial Services
Minnesota
$1.44M +$1.44M +25,710 New
PAM
502
PVG Asset Management
Colorado
$1.42M +$1.42M +25,491 New
TA
503
TrueWealth Advisors
Alabama
$1.42M +$39.4K +704 +3%
SF
504
Slagle Financial
Illinois
$1.42M +$757K +27,075 +114%
Comerica Bank
505
Comerica Bank
Texas
$1.42M +$817K +14,609 +136%
ATPW
506
Ashton Thomas Private Wealth
Arizona
$1.42M -$18.6M -332,963 -93%
BBA
507
Braun-Bostich & Associates
Pennsylvania
$1.41M -$91.8K -1,643 -6%
NFP
508
Narus Financial Partners
Utah
$1.41M +$88K +1,575 +7%
CMBA
509
C.M. Bidwell & Associates
Hawaii
$1.39M -$58.4K -1,044 -4%
HIP
510
HUB Investment Partners
Texas
$1.39M +$1.39M +24,794 New
PFA
511
Professional Financial Advisors
Nebraska
$1.37M -$177K -3,164 -11%
MA
512
MAS Advisors
Florida
$1.36M – – –
SPWM
513
Schrum Private Wealth Management
Florida
$1.34M +$23.6K +423 +2%
SF
514
Safeguard Financial
Wisconsin
$1.34M -$57.7K -1,032 -4%
CAAS
515
Capital Asset Advisory Services
Michigan
$1.33M -$212K -3,788 -14%
MWM
516
MBE Wealth Management
Wisconsin
$1.31M -$159K -2,844 -11%
PMG
517
ProVise Management Group
Florida
$1.31M +$751K +13,438 +135%
SWMG
518
Sanchez Wealth Management Group
Florida
$1.31M +$272K +4,858 +26%
CA
519
CGN Advisors
Kansas
$1.3M -$26.8K -480 -2%
QWM
520
Quadcap Wealth Management
Texas
$1.29M +$1.29M +23,097 New
FA
521
Fermata Advisors
California
$1.28M +$1.28M +22,914 New
CAG
522
Crestwood Advisors Group
Massachusetts
$1.27M -$63.3K -1,132 -5%
SIA
523
Strategic Investment Advisors
Michigan
$1.27M -$36.7K -656 -3%
William Blair & Company
524
William Blair & Company
Illinois
$1.26M -$48.1K -860 -4%
NCM
525
Northwest Capital Management
Oregon
$1.25M -$34K -609 -3%
19 20
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