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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 %
FWM
551
Fingerlakes Wealth Management
New York
$1.02M -$10.1K -181 -1%
DC
552
Davenport & Co
Virginia
$1.02M +$57.9K +1,035 +6%
SMC
553
Smith, Moore & Co
Missouri
$1.01M +$7.99K +143 +0.8%
RJT
554
Raymond James Trust
Florida
$1M +$779K +13,931 +346%
AA
555
AlphaMark Advisors
Kentucky
$988K +$195K +3,489 +25%
FMN
556
Financial Management Network
California
$988K -$42K -763 -4%
LWMNY
557
Landmark Wealth Management (New York)
New York
$980K -$1.79K -32 -0.2%
CTWM
558
Cherry Tree Wealth Management
Minnesota
$975K – – –
Millennium Management
559
Millennium Management
New York
$957K -$770K -13,776 -45%
OGF
560
Orin Green Financial
California
$949K -$7.1K -127 -0.7%
FFO
561
Fortitude Family Office
Arizona
$946K +$946K +16,931 New
TF
562
TLWM Financial
Texas
$945K +$22.9K +409 +2%
CWS
563
Confluence Wealth Services
Pennsylvania
$942K +$73.4K +1,313 +8%
CPA
564
Clear Point Advisors
New York
$942K +$942K +16,845 New
BFG
565
Bleakley Financial Group
New Jersey
$939K +$503 +9 +0.1%
CCM
566
Crew Capital Management
Ohio
$933K -$378K -6,759 -29%
BA
567
Bluesphere Advisors
Pennsylvania
$931K -$101K -1,813 -10%
SFA
568
Source Financial Advisors
New York
$925K +$925K +16,538 New
PNC Financial Services Group
569
PNC Financial Services Group
Pennsylvania
$918K -$86.5K -1,547 -9%
SL
570
SFM LLC
New Hampshire
$904K +$904K +16,176 New
KFG
571
Kingdom Financial Group
Arizona
$901K +$111K +1,985 +14%
Natixis Advisors
572
Natixis Advisors
Massachusetts
$886K -$20.4K -365 -2%
RFN
573
RDA Financial Network
Iowa
$883K +$64.8K +1,159 +8%
LFA
574
LGT Financial Advisors
Texas
$879K +$13.6K +243 +2%
SAI
575
Savvy Advisors Inc
New York
$868K +$868K +15,525 New
21 22
23
24 25