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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 %
IC
526
Innealta Capital
Texas
$331K +$48 +1 +0%
LMKC
527
L.M. Kohn & Company
Ohio
$330K -$19K -394 -5%
SL
528
SWMG LLC
Texas
$326K +$1.25K +26 +0.4%
SPIA
529
Steward Partners Investment Advisory
New York
$325K -$3.93M -81,630 -92%
Charles Schwab
530
Charles Schwab
California
$323K -$722K -15,002 -69%
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$319K +$15.3K +317 +5%
CWM
532
Campbell Wealth Management
Virginia
$307K – – –
SWP
533
Strategic Wealth Partners
Ohio
$304K -$112K -2,326 -27%
SFC
534
Strategic Financial Concepts
Texas
$298K +$298K +6,183 New
IA
535
Inspire Advisors
Idaho
$296K -$1.73K -36 -0.6%
FA
536
Fortis Advisors
Pennsylvania
$291K -$73.6K -1,528 -20%
HH
537
HWG Holdings
Texas
$288K -$28.6K -594 -9%
FEM
538
Fulcrum Equity Management
Texas
$287K -$31.7K -659 -10%
MCA
539
MSH Capital Advisors
Arizona
$285K -$54.6K -1,134 -16%
TPCW
540
TD Private Client Wealth
New York
$285K – – –
MIM
541
Macroview Investment Management
Maryland
$281K +$19.8K +411 +8%
Renaissance Technologies
542
Renaissance Technologies
New York
$279K +$279K +5,800 New
MG
543
Mather Group
Illinois
$277K -$15.5K -321 -5%
CAPTRUST Financial Advisors
544
CAPTRUST Financial Advisors
North Carolina
$272K -$315K -6,540 -54%
TFA
545
TPG Financial Advisors
Oregon
$268K – – –
Qube Research & Technologies (QRT)
546
Qube Research & Technologies (QRT)
United Kingdom
$268K +$66.2K +1,374 +33%
JWA
547
JFS Wealth Advisors
Pennsylvania
$266K +$337 +7 +0.1%
GWS
548
Glassman Wealth Services
Virginia
$265K – – –
DAM
549
Derbend Asset Management
Georgia
$265K -$57.3K -1,191 -18%
TWP
550
Tempus Wealth Planning
California
$265K -$34.4K -714 -11%
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