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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 %
JWA
601
JFS Wealth Advisors
Pennsylvania
$288K +$417 +8 +0.1%
VCA
602
Verdence Capital Advisors
Maryland
$287K +$287K +5,517 New
CCM
603
Crabel Capital Management
California
$287K +$287K +5,505 New
CIA
604
Cape Investment Advisory
Georgia
$285K +$126K +2,424 +80%
NG
605
Northstar Group
New York
$281K – – –
LIA
606
LBMC Investment Advisors
Tennessee
$280K – – –
FPW
607
Flagship Private Wealth
Massachusetts
$279K +$1.04K +20 +0.4%
MG
608
Mather Group
Illinois
$277K -$23.8K -456 -8%
CA
609
Claris Advisors
Missouri
$276K – – –
SIAS
610
Summit Investment Advisory Services
Minnesota
$274K -$6.77K -130 -2%
FA
611
Fiduciary Alliance
South Carolina
$273K +$273K +5,237 New
YIA
612
YHB Investment Advisors
Connecticut
$272K -$781K -14,978 -74%
HR
613
Hardy Reed
Mississippi
$270K – – –
MA
614
MJP Associates
Connecticut
$270K +$1.88K +36 +0.7%
CW
615
Connectus Wealth
Ohio
$269K -$8.7K -167 -3%
EIA
616
Edgemoor Investment Advisors
Maryland
$267K – – –
NRC
617
New Republic Capital
North Carolina
$264K +$111K +2,123 +72%
CFAM
618
Center For Asset Management
Florida
$264K +$264K +5,066 New
TCWM
619
Total Clarity Wealth Management
Illinois
$262K -$14.4K -276 -5%
IWA
620
Inspirion Wealth Advisors
Illinois
$257K +$156 +3 +0.1%
NCM
621
Northwest Capital Management
Oregon
$255K +$255K +4,886 New
HWA
622
Heartwood Wealth Advisors
Virginia
$254K – – –
AF
623
Allworth Financial
California
$254K – – –
VCP
624
Verus Capital Partners
Arizona
$252K +$469 +9 +0.2%
EAM
625
Empirical Asset Management
Massachusetts
$251K – – –
23 24
25
26 27