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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 %
RPCONE
576
Retirement Planning Company of New England
Rhode Island
$224K +$224K +4,659 New
SEI Investments
577
SEI Investments
Pennsylvania
$224K – – –
LC
578
Lavaca Capital
Texas
$223K +$223K +4,639 New
LA
579
Latitude Advisors
Florida
$218K +$218K +4,528 New
CG
580
Colony Group
Massachusetts
$218K – – –
TCMP
581
Thrive Capital Management (Pennsylvania)
Pennsylvania
$214K +$285 +6 +0.1%
ODFS
582
O'Donnell Financial Services
California
$213K -$317K -6,588 -60%
EWA
583
EP Wealth Advisors
California
$210K +$87.3K +3,695 +71%
CAMG
584
CWA Asset Management Group
Florida
$208K +$208K +4,310 New
GW
585
GW & Wade
Massachusetts
$207K +$207K +4,300 New
National Bank of Canada
586
National Bank of Canada
Quebec, Canada
$198K -$141K -2,936 -42%
KFI
587
Key Financial Inc
Pennsylvania
$195K -$60.4K -1,254 -24%
PPWM
588
PFG Private Wealth Management
Florida
$186K +$178K +3,690 +2,050%
APC
589
Aspire Private Capital
North Carolina
$169K -$1.35K -28 -0.8%
BlackRock
590
BlackRock
New York
$152K -$110M -2,288,648 -100%
GA
591
GoalVest Advisory
New York
$151K +$24.3K +504 +19%
CIA
592
Cape Investment Advisory
Georgia
$147K +$147K +3,045 New
PFBT
593
Parkside Financial Bank & Trust
Missouri
$146K +$146K +3,040 New
CWP
594
Concord Wealth Partners
Virginia
$146K -$94.7K -1,966 -39%
NRC
595
New Republic Capital
North Carolina
$142K -$48 -1 -0%
OCM
596
Orion Capital Management
California
$135K – – –
PWM
597
Provident Wealth Management
Tennessee
$130K – – –
PB
598
Pinnacle Bancorp
Nebraska
$129K +$10.2K +212 +9%
OSNBOA
599
Old Second National Bank of Aurora
Illinois
$122K +$2.17K +45 +2%
3AM
600
3EDGE Asset Management
Florida
$97.3K +$10.1K +209 +12%
22 23
24
25 26