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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 %
PCIA
576
Prime Capital Investment Advisors
Kansas
$859K +$634K +11,350 +283%
WIP
577
WealthCare Investment Partners
Rhode Island
$858K -$71.2K -1,276 -8%
SFM
578
Signet Financial Management
New Jersey
$857K – – –
MCM
579
MAI Capital Management
Ohio
$853K +$615 +11 +0.1%
IFPL
580
Investments & Financial Planning LLC
Kentucky
$850K -$192K -3,438 -18%
SCM
581
Sebold Capital Management
Illinois
$832K +$832K +14,880 New
WCP
582
Welch Capital Partners
New York
$826K – – –
AWM
583
Apollon Wealth Management
South Carolina
$819K +$555K +9,924 +210%
ACM
584
Altrius Capital Management
North Carolina
$811K -$63.7K -1,139 -7%
SA
585
Stewardship Advisors
Pennsylvania
$805K +$7.71K +138 +1%
LIA
586
LBMC Investment Advisors
Tennessee
$804K +$69.2K +1,238 +9%
JSA
587
Jacobson & Schmitt Advisors
Wisconsin
$801K +$41.3K +738 +5%
ES
588
ETF Store
Kansas
$796K +$43.4K +776 +6%
HFS
589
Horizon Financial Services
North Carolina
$790K -$5.93K -106 -0.7%
FC
590
Financial Consulate
Maryland
$790K -$131K -2,341 -14%
MIAS
591
Mason Investment Advisory Services
Virginia
$781K +$2.8K +50 +0.4%
CWMGP
592
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$779K -$21.2K -379 -3%
AMM
593
American Money Management
California
$778K -$84.8K -1,517 -10%
APWA
594
Atlas Private Wealth Advisors
New Jersey
$778K +$188K +3,364 +32%
EFA
595
Evernest Financial Advisors
Indiana
$778K +$778K +13,910 New
PWA
596
PCG Wealth Advisors
Kansas
$776K -$1.37M -24,508 -64%
HI
597
HBK Investments
Texas
$767K +$767K +13,720 New
National Bank of Canada
598
National Bank of Canada
Quebec, Canada
$767K +$97.2K +1,750 +15%
CA
599
Corrado Advisors
New Jersey
$763K -$25.7K -460 -3%
NS
600
NBC Securities
Alabama
$758K +$79.2K +1,419 +12%
22 23
24
25 26