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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 %
RWA
526
Redhawk Wealth Advisors
Minnesota
$1.25M +$1.25M +22,329 New
PIA
527
Perennial Investment Advisors
California
$1.25M +$11.3K +203 +0.9%
TAM
528
TCP Asset Management
Ohio
$1.23M +$2.63K +47 +0.2%
RFN
529
Redwood Financial Network
Ohio
$1.22M +$76K +1,359 +7%
ETIA
530
Epic Trust Investment Advisors
Washington
$1.21M +$846K +15,131 +230%
GA
531
GoalVest Advisory
New York
$1.2M +$15.8K +282 +1%
TC
532
Telemus Capital
Michigan
$1.19M +$1.19M +21,367 New
TC
533
Trilogy Capital
California
$1.18M -$23.3K -416 -2%
FCC
534
Flower City Capital
New York
$1.17M – – –
AWM
535
Abound Wealth Management
Tennessee
$1.15M +$1.15M +20,650 New
NF
536
Nikulski Financial
Iowa
$1.12M +$20.2K +362 +2%
EWM
537
Evermay Wealth Management
Virginia
$1.12M +$932K +16,673 +505%
TI
538
Trexquant Investment
Connecticut
$1.1M +$1.1M +19,690 New
MFG
539
Magnus Financial Group
New York
$1.09M +$1.23K +22 +0.1%
FPAS
540
Focus Partners Advisor Solutions
Missouri
$1.08M -$353K -6,316 -25%
BRWA
541
B. Riley Wealth Advisors
Florida
$1.07M -$500K -8,948 -32%
SWM
542
Selective Wealth Management
Virginia
$1.07M +$1.07M +19,483 New
IA
543
Insight Advisors
Pennsylvania
$1.06M +$19.2K +344 +2%
DI
544
DFPG Investments
Utah
$1.05M +$239K +4,327 +29%
CB
545
Community Bank
New York
$1.05M +$56.7K +1,014 +6%
RWM
546
Ritholtz Wealth Management
New York
$1.05M -$503 -9 -0%
RCA
547
Ranch Capital Advisors
Florida
$1.05M +$53.4K +956 +5%
AAS
548
Ameritas Advisory Services
Nebraska
$1.04M -$566K -10,090 -35%
MC
549
Moors & Cabot
Massachusetts
$1.04M +$68.5K +1,225 +7%
FA
550
FSA Advisors
Michigan
$1.03M +$1.03M +18,361 New
20 21
22
23 24