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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 %
KM
626
Kalos Management
Georgia
$49.4K – – –
WAS
627
Winch Advisory Services
Wisconsin
$46K +$143 +3 +0.3%
ST
628
Smithfield Trust
Pennsylvania
$45K – – –
GWSG
629
GPS Wealth Strategies Group
Colorado
$43.8K +$43.8K +910 New
FPFS
630
First Personal Financial Services
North Carolina
$42.9K +$42.9K +891 New
BA
631
Ballast Advisors
Minnesota
$42.6K – – –
BHWM
632
Bay Harbor Wealth Management
Maryland
$42.4K +$42.4K +881 New
PWMG
633
Prestige Wealth Management Group
New Jersey
$41.1K – – –
KHC
634
Koesten Hirschmann & Crabtree
Kansas
$39.2K +$39.2K +815 New
HWA
635
Heritage Wealth Advisors
Virginia
$38.1K +$38.1K +791 New
CSPAM
636
Cary Street Partners Asset Management
Virginia
$38K – – –
YAL
637
Your Advocates Ltd
Texas
$34.2K – – –
SIS
638
Sound Income Strategies
Florida
$33.9K – – –
CWC
639
Carolinas Wealth Consulting
North Carolina
$33.6K – – –
CPFP
640
Clear Perspectives Financial Planning
Ohio
$32.5K -$38.5K -800 -54%
DAC
641
Dividend Assets Capital
South Carolina
$32K – – –
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K – – –
S
643
SignatureFD
Georgia
$28.1K – – –
WWM
644
Wolff Wiese Magana
California
$27.1K – – –
AAP
645
Arax Advisory Partners
Colorado
$24.7K – – –
Commonwealth Equity Services
646
Commonwealth Equity Services
Massachusetts
$24.4K +$5.64K +117,135 +30%
AIM
647
Anchor Investment Management
South Carolina
$24.1K – – –
AIP
648
Ahrens Investment Partners
Louisiana
$23.5K +$23.5K +488 New
EWM
649
Evermay Wealth Management
Virginia
$23.1K – – –
MBFW
650
Morton Brown Family Wealth
Pennsylvania
$19.7K +$19.7K +410 New
24 25
26
27 28