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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
$1.07B
3
SWM
SigFig Wealth Management
California
$124M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$222M
5
SMM
Stadion Money Management
Georgia
$551M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
KWB Wealth
California
$67M
3
ACM
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
Core Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
576
Oliver Lagore Vanvalin Investment Group
Michigan
$350K +$280K +5,366 +395%
JSW
577
Journey Strategic Wealth
New Jersey
$349K +$349K +6,696 New
BC
578
Brio Consultants
California
$347K -$63.8K -1,224 -16%
SPIA
579
Steward Partners Investment Advisory
New York
$342K -$9.22K -177 -3%
W
580
Wealthquest
Ohio
$342K -$18.5K -355 -5%
SHFP
581
Second Half Financial Partners
Florida
$339K +$339K +6,499 New
DAM
582
Derbend Asset Management
Georgia
$336K +$49K +941 +17%
IA
583
Inspire Advisors
Idaho
$334K +$13.5K +259 +4%
RCM
584
Radnor Capital Management
Pennsylvania
$334K +$334K +6,409 New
CWM
585
Campbell Wealth Management
Virginia
$333K – – –
SCP
586
Stevens Capital Partners
Nebraska
$332K -$43.7K -838 -12%
NCM
587
NCM Capital Management
New Jersey
$330K +$330K +6,334 New
RZH
588
Relyea Zuckerberg Hanson
Connecticut
$328K +$328K +6,304 New
TA
589
TFB Advisors
Kansas
$319K +$319K +6,119 New
FA
590
Fortis Advisors
Pennsylvania
$316K +$1.25K +24 +0.4%
M1FG
591
Mach-1 Financial Group
Arkansas
$315K +$315K +6,037 New
Fifth Third Bancorp
592
Fifth Third Bancorp
Ohio
$304K -$40.6K -780 -12%
MIM
593
Macroview Investment Management
Maryland
$304K – – –
FFA
594
Founders Financial Alliance
North Carolina
$303K +$233K +4,466 +330%
MCA
595
MSH Capital Advisors
Arizona
$303K -$5.63K -108 -2%
AFO
596
Arrowroot Family Office
California
$300K -$175K -3,351 -37%
FEM
597
Fulcrum Equity Management
Texas
$297K -$13.4K -257 -4%
Wealth Enhancement Advisory Services
598
Wealth Enhancement Advisory Services
Minnesota
$296K +$296K +5,689 New
MLRA
599
Main Line Retirement Advisors
Montana
$291K +$291K +5,587 New
TFA
600
TPG Financial Advisors
Oregon
$291K – – –
22 23
24
25 26