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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
$863M
2
OIA
OneDigital Investment Advisors
Kansas
$165M
3
ACG
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
MWM
Moran Wealth Management
Florida
$0
3
BlackRock
BlackRock
New York
$152K
4
TC
Trilogy Capital
California
$1.17M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$827
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
601
Huntington National Bank
Ohio
$96.3K -$153K – –
WP
602
WealthShield Partners
North Carolina
$95.9K +$95.9K +1,991 New
Franklin Resources
603
Franklin Resources
California
$95.2K -$11.9K -248 -11%
CC
604
Cypress Capital
Tennessee
$90.7K +$90.7K +1,883 New
NFSG
605
Newbridge Financial Services Group
Florida
$88.4K +$144 +3 +0.2%
FCG
606
Financial Connections Group
California
$88K -$720 -15 -0.8%
CP
607
Castleview Partners
Texas
$84.7K +$3.08K +64 +4%
TIM
608
Tortoise Investment Management
New York
$82.6K – – –
NECFA
609
New England Capital Financial Advisors
Connecticut
$81.2K +$337 +7 +0.4%
OSAM
610
O'Shaughnessy Asset Management
Connecticut
$76.6K – – –
PAG
611
Paladin Advisory Group
Iowa
$70.1K +$70.1K +1,455 New
NC
612
NewSquare Capital
Pennsylvania
$68.1K +$68.1K +1,414 New
MFA
613
McClarren Financial Advisors
Pennsylvania
$68K +$239 +5 +0.4%
BWM
614
BerganKDV Wealth Management
Minnesota
$67.2K +$67.2K +1,395 New
OLVIG
615
Oliver Lagore Vanvalin Investment Group
Michigan
$65.3K +$2.22K +46 +4%
FFA
616
Founders Financial Alliance
North Carolina
$65.3K +$5.88K +122 +10%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$62.6K – – –
CPA
618
Cardiff Park Advisors
California
$62.1K – – –
LSA
619
Lansing Street Advisors
Pennsylvania
$57.5K +$241 +5 +0.4%
PA
620
Parallel Advisors
California
$56.8K +$33K +686 +139%
MRCM
621
M&R Capital Management
New Jersey
$55.5K +$16.4K +340 +42%
MHR
622
Matthew Hamilton Rosenberg
$55K – – –
CT
623
Colonial Trust
South Carolina
$53.9K – – –
FWP
624
FAS Wealth Partners
Kansas
$53.3K – – –
KFS
625
Kelly Financial Services
Massachusetts
$52.8K -$11.6K -240 -18%
23 24
25
26 27