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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 %
I
551
INVST
Indiana
$264K +$264K +5,440 New
NG
552
Northstar Group
New York
$260K – – –
LIA
553
LBMC Investment Advisors
Tennessee
$259K -$568K -11,787 -69%
SIAS
554
Summit Investment Advisory Services
Minnesota
$259K +$259K +5,379 New
Prudential Financial
555
Prudential Financial
New Jersey
$257K +$257K +5,746 New
FPW
556
Flagship Private Wealth
Massachusetts
$257K +$915 +19 +0.4%
CW
557
Connectus Wealth
Ohio
$257K +$2.55K +53 +1%
CA
558
Claris Advisors
Missouri
$255K – – –
TCWM
559
Total Clarity Wealth Management
Illinois
$255K -$19.4K -403 -7%
AIM
560
Arcadia Investment Management
Michigan
$253K – – –
Rockefeller Capital Management
561
Rockefeller Capital Management
New York
$251K +$64.1K +1,331 +34%
WIM
562
Westside Investment Management
California
$250K – – –
HR
563
Hardy Reed
Mississippi
$249K – – –
TA
564
TruWealth Advisors
Louisiana
$249K +$249K +5,168 New
MA
565
MJP Associates
Connecticut
$247K +$578 +12 +0.2%
EIA
566
Edgemoor Investment Advisors
Maryland
$247K – – –
ACI
567
Alpha Cubed Investments
California
$239K +$239K +4,970 New
IWA
568
Inspirion Wealth Advisors
Illinois
$237K -$4.29K -89 -2%
CBFP
569
Cedar Brook Financial Partners
Ohio
$236K -$165K -3,436 -41%
HWA
570
Heartwood Wealth Advisors
Virginia
$235K -$765K -15,881 -77%
AF
571
Allworth Financial
California
$234K +$144 +3 +0.1%
VCP
572
Verus Capital Partners
Arizona
$233K -$770 -16 -0.3%
EAM
573
Empirical Asset Management
Massachusetts
$232K – – –
SGK
574
Steigerwald Gordon & Koch
Virginia
$231K – – –
FFG
575
Frisch Financial Group
New York
$228K -$57K -1,182 -20%
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