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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
1
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$365M
4
OIA
4
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
5
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$386M
2
DJSG
2
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
3
Brookstone Capital Management
Illinois
$107M
4
DCM
4
Davidson Capital Management
Texas
$38M
5
EWA
5
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
I
576
INVST
Indiana
$425K +$49.2K +978 +13%
Qube Research & Technologies (QRT)
577
Qube Research & Technologies (QRT)
United Kingdom
$419K +$405K +8,061 +2,997%
PFA
578
Peak Financial Advisors
Colorado
$415K -$131K -2,607 -24%
LWM
579
Liberty Wealth Management
California
$414K +$33K +657 +9%
BBWP
580
Beacon Bridge Wealth Partners
Pennsylvania
$413K -$50.4K -1,003 -11%
CFGS
581
Concourse Financial Group Securities
Alabama
$412K -$550K -10,947 -57%
EA
582
Emerald Advisors
Washington
$406K +$11.2K +222 +3%
GSIS
583
Global Strategic Investment Solutions
Arizona
$402K – – –
NAS
584
Nicolet Advisory Services
Wisconsin
$401K -$21.8K -436 -5%
LC
585
Lavaca Capital
Texas
$400K +$25.9K +516 +7%
KA
586
Kure Advisory
Minnesota
$399K +$399K +7,941 New
JSW
587
Journey Strategic Wealth
New Jersey
$394K +$57.1K +1,137 +17%
YIA
588
YHB Investment Advisors
Connecticut
$392K +$129K +2,571 +49%
RFP
589
RCS Financial Planning
Maryland
$391K +$391K +7,786 New
IC
590
IEQ Capital
California
$391K -$24.3K -483 -6%
AIM
591
Anchor Investment Management
South Carolina
$390K +$365K +7,253 +1,451%
Citigroup
592
Citigroup
New York
$385K -$19.5K -387 -5%
CAM
593
Cresset Asset Management
Illinois
$382K – – –
CPA
594
Capital Planning Advisors
California
$373K -$2.41K -48 -0.6%
CC
595
Cypress Capital
Tennessee
$373K +$145K +2,885 +64%
MWM
596
MY Wealth Management
Maryland
$372K -$754 -15 -0.2%
PGF
597
Plan Group Financial
Oklahoma
$365K +$365K +7,265 New
CFS
598
Commonwealth Financial Services
West Virginia
$365K +$365K +7,253 New
SPIA
599
Steward Partners Investment Advisory
New York
$354K +$24.3K +483 +7%
DWP
600
Destiny Wealth Partners
Florida
$353K -$3.82K -76 -1%
22 23
24
25 26