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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 %
CIAS
526
Capital Investment Advisory Services
North Carolina
$650K +$214K +4,253 +49%
RFA
527
Resurgent Financial Advisors
Georgia
$648K +$605K +12,038 +1,395%
HAS
528
HBW Advisory Services
California
$641K +$23.5K +468 +4%
AP
529
Advisors Preferred
Maryland
$640K +$640K +12,735 New
TF
530
Trek Financial
Arizona
$633K +$6.79K +135 +1%
WWM
531
Windsor Wealth Management
Indiana
$620K +$44.1K +877 +8%
JIP
532
Jaffetilchin Investment Partners
Florida
$618K +$452 +9 +0.1%
UCFA
533
United Capital Financial Advisors
Texas
$614K -$48.8K -971 -7%
NS
534
NBC Securities
Alabama
$610K +$610K +12,156 New
VCA
535
Verdence Capital Advisors
Maryland
$609K +$332K +6,598 +120%
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$600K -$404K -8,104 -40%
TA
537
TFG Advisers
Michigan
$589K +$64.3K +1,280 +12%
GSWM
538
Greenup Street Wealth Management
Michigan
$584K +$584K +11,626 New
FCM
539
Fourpath Capital Management
Oklahoma
$583K +$583K +11,599 New
OIM
540
Opus Investment Management
Massachusetts
$578K – – –
CFP
541
Cypress Financial Planning
New Jersey
$572K -$136K -2,707 -19%
AA
542
AJ Advisors
Tennessee
$571K +$101 +2 +0%
MOS
543
MGO One Seven
Ohio
$569K -$128K -2,553 -18%
RCM
544
Raleigh Capital Management
North Carolina
$567K -$26.4K -525 -4%
DC
545
Defender Capital
North Carolina
$553K +$553K +11,000 New
CPG
546
Cornerstone Planning Group
New Jersey
$549K +$503 +10 +0.1%
PFG
547
Prosperity Financial Group
California
$549K +$138K +2,755 +34%
SRWM
548
Shira Ridge Wealth Management
California
$547K +$51K +1,014 +10%
TIM
549
Tortoise Investment Management
New York
$543K +$456K +9,080 +529%
VCM
550
Virtue Capital Management
Tennessee
$542K – – –
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