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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 %
AA
601
Ancora Advisors
Ohio
$350K +$329K +6,551 +1,622%
LMKC
602
L.M. Kohn & Company
Ohio
$349K +$4.07K +81 +1%
BAM
603
Belpointe Asset Management
Nevada
$347K -$20.7K -411 -6%
IAN
604
Integrated Advisors Network
Texas
$339K -$10.5K -209 -3%
FEM
605
Fulcrum Equity Management
Texas
$337K +$50.7K +1,009 +18%
FMWA
606
Forvis Mazars Wealth Advisors
Missouri
$335K -$90K -1,791 -21%
SL
607
SWMG LLC
Texas
$331K -$9K -179 -3%
ETIA
608
Epic Trust Investment Advisors
Washington
$331K +$331K +6,590 New
RWP
609
RWA Wealth Partners
Massachusetts
$326K +$326K +6,485 New
CI
610
CX Institutional
Indiana
$325K -$129K -2,571 -28%
IA
611
Inspire Advisors
Idaho
$324K +$1.91K +38 +0.6%
SCP
612
Stevens Capital Partners
Nebraska
$323K +$2.97K +59 +0.9%
CWM
613
Campbell Wealth Management
Virginia
$321K – – –
RZH
614
Relyea Zuckerberg Hanson
Connecticut
$318K +$1.21K +24 +0.4%
M1FG
615
Mach-1 Financial Group
Arkansas
$317K +$14K +278 +5%
BC
616
Brio Consultants
California
$316K -$19K -378 -6%
CAM
617
Cobblestone Asset Management
Virginia
$313K +$313K +6,237 New
DI
618
Diligent Investors
California
$309K -$302K -6,000 -49%
FFA
619
Founders Financial Alliance
North Carolina
$307K +$14.9K +296 +5%
SWP
620
Strategic Wealth Partners
Ohio
$306K -$65.3K -1,300 -18%
Simplex Trading
621
Simplex Trading
Illinois
$303K -$54.8K -1,093 -15%
W
622
Wealthquest
Ohio
$301K -$28.6K -570 -9%
KCFA
623
Key Client Fiduciary Advisors
New Jersey
$294K +$75K +1,492 +34%
MG
624
Mather Group
Illinois
$293K +$26.5K +528 +10%
MIM
625
Macroview Investment Management
Maryland
$293K – – –
23 24
25
26 27