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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 %
GSIS
551
Global Strategic Investment Solutions
Arizona
$417K – – –
EA
552
Emerald Advisors
Washington
$409K +$34.6K +664 +9%
TCPG
553
Trivant Custom Portfolio Group
California
$403K +$30.3K +582 +8%
CAM
554
Cresset Asset Management
Illinois
$396K -$156 -3 -0%
LWM
555
Liberty Wealth Management
California
$395K +$24.1K +463 +6%
I
556
INVST
Indiana
$390K +$106K +2,041 +38%
CPA
557
Capital Planning Advisors
California
$389K -$1.98K -38 -0.5%
LC
558
Lavaca Capital
Texas
$388K +$146K +2,809 +61%
MWM
559
MY Wealth Management
Maryland
$386K – – –
EFS
560
Econ Financial Services
Pennsylvania
$386K +$386K +7,402 New
SWP
561
Strategic Wealth Partners
Ohio
$385K +$56.3K +1,080 +17%
BAM
562
Belpointe Asset Management
Nevada
$381K -$7.81M -149,798 -95%
DWP
563
Destiny Wealth Partners
Florida
$378K -$4.2K -79 -1%
BSG
564
Black Swift Group
Colorado
$376K +$376K +7,210 New
Rockefeller Capital Management
565
Rockefeller Capital Management
New York
$371K +$99.5K +1,910 +37%
Simplex Trading
566
Simplex Trading
Illinois
$371K +$371K +7,133 New
IAN
567
Integrated Advisors Network
Texas
$362K -$57.4K -1,101 -14%
APC
568
Aspire Private Capital
North Carolina
$360K +$177K +3,396 +97%
EWA
569
EverSource Wealth Advisors
Alabama
$359K -$8.18K -157 -2%
BWM
570
Brown Wealth Management
Illinois
$358K +$358K +6,876 New
IC
571
Innealta Capital
Texas
$358K – – –
LMKC
572
L.M. Kohn & Company
Ohio
$357K – – –
HT
573
Headlands Technologies
Illinois
$357K -$311K -5,967 -47%
SL
574
SWMG LLC
Texas
$353K -$52 -1 -0%
LA
575
Latitude Advisors
Florida
$351K +$115K +2,216 +49%
21 22
23
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