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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 %
FA
626
Fiduciary Alliance
South Carolina
$293K +$29.6K +589 +11%
AFO
627
Arrowroot Family Office
California
$286K -$3.47K -69 -1%
SFS
628
Summit Financial Strategies
Ohio
$285K +$285K +5,669 New
TFA
629
TPG Financial Advisors
Oregon
$280K – – –
SIAS
630
Summit Investment Advisory Services
Minnesota
$280K +$16.4K +326 +6%
SWIG
631
Strategic Wealth Investment Group
Kentucky
$280K -$404K -8,042 -59%
JWA
632
JFS Wealth Advisors
Pennsylvania
$278K +$352 +7 +0.1%
NRC
633
New Republic Capital
North Carolina
$277K +$22.1K +440 +9%
NG
634
Northstar Group
New York
$271K – – –
PG
635
Prostatis Group
Maryland
$263K -$9.23M -184,299 -97%
HR
636
Hardy Reed
Mississippi
$260K – – –
EIA
637
Edgemoor Investment Advisors
Maryland
$258K – – –
CIA
638
Cape Investment Advisory
Georgia
$257K -$18.1K -360 -7%
OSNBOA
639
Old Second National Bank of Aurora
Illinois
$256K +$110K +2,181 +75%
CFAM
640
Center For Asset Management
Florida
$255K – – –
MA
641
MJP Associates
Connecticut
$254K -$5.68K -113 -2%
WBCM
642
Wilson & Boucher Capital Management
California
$251K +$251K +5,000 New
IWA
643
Inspirion Wealth Advisors
Illinois
$249K +$1.11K +22 +0.4%
CA
644
Claris Advisors
Missouri
$247K -$19.7K -392 -7%
HWA
645
Heartwood Wealth Advisors
Virginia
$245K – – –
AF
646
Allworth Financial
California
$245K – – –
SGK
647
Steigerwald Gordon & Koch
Virginia
$241K – – –
AWM
648
Apollon Wealth Management
South Carolina
$238K -$10.4M -207,598 -98%
AWA
649
Aaron Wealth Advisors
Illinois
$235K +$235K +4,669 New
SWM
650
Silverlake Wealth Management
Vermont
$234K +$234K +4,664 New
24 25
26
27 28