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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 %
NIC
526
Northwest Investment Counselors
Oregon
$524K +$524K +10,049 New
ACS
527
Archford Capital Strategies
Illinois
$517K – – –
SRWM
528
Shira Ridge Wealth Management
California
$514K +$22.3K +428 +5%
WSTAM
529
Wilbanks Smith & Thomas Asset Management
Virginia
$504K -$4.64K -89 -0.9%
ARC
530
Advisor Resource Council
Texas
$496K -$202K -3,878 -29%
SWM
531
SFG Wealth Management
Maryland
$492K +$492K +9,450 New
CBFP
532
Cedar Brook Financial Partners
Ohio
$480K +$225K +4,313 +88%
BBWP
533
Beacon Bridge Wealth Partners
Pennsylvania
$480K -$114K -2,194 -19%
HH
534
HWG Holdings
Texas
$479K +$167K +3,205 +54%
CI
535
CX Institutional
Indiana
$471K -$646K -12,406 -58%
SFO
536
Stokes Family Office
Louisiana
$471K +$471K +9,036 New
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$468K -$7.56K -145 -2%
FMI
538
F/M Investments
District of Columbia
$459K -$24K -460 -5%
MCCP
539
Mission Creek Capital Partners
California
$458K +$458K +8,794 New
CIAS
540
Capital Investment Advisory Services
North Carolina
$452K +$41K +786 +10%
PIAS
541
PCA Investment Advisory Services
Ohio
$449K -$13.4K -257 -3%
CWM
542
Chemistry Wealth Management
New York
$449K -$12.7K -244 -3%
AIM
543
Acropolis Investment Management
Missouri
$444K – – –
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$441K -$43.4K -832 -9%
NAS
545
Nicolet Advisory Services
Wisconsin
$437K -$26.5K -512 -6%
1WM
546
1900 Wealth Management
Texas
$432K +$432K +8,292 New
IC
547
IEQ Capital
California
$430K -$104K -2,000 -20%
PFG
548
Prosperity Financial Group
California
$426K +$38.3K +735 +10%
CWM
549
Centric Wealth Management
Illinois
$419K +$419K +8,110 New
Citigroup
550
Citigroup
New York
$419K -$191K -3,672 -31%
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