SPLG icon

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 %
Comerica Bank
551
Comerica Bank
Texas
$541K +$541K +10,761 New
APWA
552
Atlas Private Wealth Advisors
New Jersey
$530K +$530K +10,550 New
Wolverine Trading
553
Wolverine Trading
Illinois
$523K +$523K +10,400 New
EAM
554
Empirical Asset Management
Massachusetts
$519K +$277K +5,520 +115%
RW
555
Regimen Wealth
Georgia
$515K +$2.46K +49 +0.5%
AUB
556
Atlantic Union Bankshares
Virginia
$513K – – –
NIC
557
Northwest Investment Counselors
Oregon
$512K +$6.94K +138 +1%
CIA
558
Capital Investment Advisors
Georgia
$506K +$506K +10,076 New
ADL
559
Asset Dedication LLC
California
$505K -$102K -2,022 -17%
FPW
560
Flagship Private Wealth
Massachusetts
$504K +$234K +4,659 +87%
LA
561
Latitude Advisors
Florida
$503K +$164K +3,257 +48%
PMG
562
ProVise Management Group
Florida
$500K +$273K +5,429 +120%
WSTAM
563
Wilbanks Smith & Thomas Asset Management
Virginia
$487K – – –
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
$482K +$29.9K +595 +7%
MCCP
565
Mission Creek Capital Partners
California
$473K +$31.2K +620 +7%
ACS
566
Archford Capital Strategies
Illinois
$471K -$16K -318 -3%
TCPG
567
Trivant Custom Portfolio Group
California
$470K +$81.8K +1,627 +21%
SAS
568
SMI Advisory Services
Indiana
$466K +$466K +9,000 New
SFG
569
Sovereign Financial Group
Connecticut
$457K -$467K -9,286 -51%
SFO
570
Stokes Family Office
Louisiana
$454K – – –
MGP
571
Metis Global Partners
California
$450K +$450K +8,959 New
FMI
572
F/M Investments
District of Columbia
$442K – – –
PIAS
573
PCA Investment Advisory Services
Ohio
$436K +$2.97K +59 +0.7%
CWM
574
Chemistry Wealth Management
New York
$433K – – –
AIM
575
Acropolis Investment Management
Missouri
$428K – – –
21 22
23
24 25