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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 %
SGK
626
Steigerwald Gordon & Koch
Virginia
$250K – – –
TWP
627
Tempus Wealth Planning
California
$246K -$40.5K -777 -14%
WIM
628
Westside Investment Management
California
$244K -$26.7K -513 -10%
RPCONE
629
Retirement Planning Company of New England
Rhode Island
$244K +$730 +14 +0.3%
EWA
630
EP Wealth Advisors
California
$243K +$238K +460,350 +5,185%
SEI Investments
631
SEI Investments
Pennsylvania
$242K -$261 -5 -0.1%
CG
632
Colony Group
Massachusetts
$236K – – –
CC
633
Cypress Capital
Tennessee
$236K +$138K +2,644 +140%
TPA
634
Trivium Point Advisory
Connecticut
$235K -$743K -14,258 -76%
PMG
635
ProVise Management Group
Florida
$235K +$235K +4,517 New
TCMP
636
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K +$313 +6 +0.1%
VV
637
Verity & Verity
South Carolina
$234K -$156K -3,000 -40%
FFG
638
Frisch Financial Group
New York
$232K -$14.4K -277 -6%
ODFS
639
O'Donnell Financial Services
California
$230K – – –
SPI
640
Santori & Peters Inc
Pennsylvania
$230K +$230K +4,409 New
KCFA
641
Key Client Fiduciary Advisors
New Jersey
$227K +$227K +4,358 New
AIM
642
Arcadia Investment Management
Michigan
$227K -$46.9K -900 -17%
CAMG
643
CWA Asset Management Group
Florida
$225K – – –
GW
644
GW & Wade
Massachusetts
$224K – – –
ACI
645
Alpha Cubed Investments
California
$221K -$38.1K -732 -15%
CAS
646
Coppell Advisory Solutions
Texas
$215K +$215K +4,169 New
TFS
647
Thoroughbred Financial Services
Tennessee
$214K +$214K +4,108 New
FDS
648
Freedom Day Solutions
Texas
$214K +$214K +4,103 New
KPWS
649
Kestra Private Wealth Services
Texas
$214K +$214K +4,101 New
PPWM
650
PFG Private Wealth Management
Florida
$213K +$11.3K +216 +6%
24 25
26
27 28