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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 %
PFA
601
Peak Financial Advisors
Colorado
$758K +$296K +5,291 +64%
BAM
602
Belpointe Asset Management
Nevada
$752K +$366K +6,548 +95%
HTHT
603
Hemenway Trust Hemenway Trust
New Hampshire
$747K -$1.4M -25,075 -65%
C
604
Certuity
Florida
$746K +$8.44K +151 +1%
CIAS
605
Capital Investment Advisory Services
North Carolina
$745K +$22.4K +401 +3%
AWM
606
Accurate Wealth Management
Florida
$741K -$114K -2,026 -13%
HA
607
Hofer & Associates
California
$735K -$114K -2,039 -13%
DRS
608
Deane Retirement Strategies
Louisiana
$733K -$78.5K -1,405 -10%
HAS
609
HBW Advisory Services
California
$732K +$18.9K +339 +3%
FP
610
Fiduciary Planning
Florida
$713K -$4.7M -84,140 -87%
AWM
611
Avior Wealth Management
Nebraska
$712K -$34K -609 -5%
LSAG
612
Lake Street Advisors Group
New Hampshire
$707K -$66.4K -1,188 -9%
WPW
613
Watershed Private Wealth
Illinois
$706K -$654K -11,707 -48%
TF
614
Trek Financial
Arizona
$705K +$1.17K +21 +0.2%
CG
615
Cutler Group
California
$693K +$648K +11,600 +1,450%
TA
616
TFG Advisers
Michigan
$691K +$35.7K +639 +5%
TCM
617
Traynor Capital Management
Pennsylvania
$683K -$972K -17,386 -59%
CAL
618
Capital Advisors Ltd
Ohio
$680K +$680K +12,156 New
EWA
619
EverSource Wealth Advisors
Alabama
$678K +$425K +7,598 +168%
DC
620
Destiny Capital
Colorado
$676K +$676K +12,099 New
APS
621
American Planning Services
Florida
$676K +$676K +12,085 New
JIP
622
Jaffetilchin Investment Partners
Florida
$674K -$13.5K -242 -2%
AG
623
AlTi Global
New York
$673K +$673K +12,045 New
FTS
624
Fifth Third Securities
Ohio
$663K +$663K +11,857 New
UCFA
625
United Capital Financial Advisors
Texas
$662K -$21.3K -381 -3%
23 24
25
26 27