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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 %
AA
626
AJ Advisors
Tennessee
$659K +$23.5K +421 +4%
ORG
627
Optimist Retirement Group
Washington
$652K +$652K +11,664 New
RBFC
628
Roman Butler Fullerton & Co
Missouri
$648K +$648K +11,306 New
SRWM
629
Shira Ridge Wealth Management
California
$642K +$34.3K +614 +6%
TPWA
630
Twin Peaks Wealth Advisors
California
$640K +$640K +11,454 New
PFG
631
Prosperity Financial Group
California
$633K +$22.6K +404 +4%
CAM
632
Cobblestone Asset Management
Virginia
$626K +$277K +4,962 +80%
RCM
633
Raleigh Capital Management
North Carolina
$624K -$6.37K -114 -1%
FPW
634
Flagship Private Wealth
Massachusetts
$622K +$62.2K +1,113 +11%
BF
635
Brogan Financial
Tennessee
$619K +$619K +11,069 New
LA
636
Latitude Advisors
Florida
$618K +$58.7K +1,050 +10%
IGWM
637
ICA Group Wealth Management
Colorado
$614K +$614K +10,984 New
CPG
638
Cornerstone Planning Group
New Jersey
$612K +$1.68K +30 +0.3%
ADL
639
Asset Dedication LLC
California
$611K +$52.1K +931 +9%
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$605K +$140K +2,498 +30%
IC
641
IEQ Capital
California
$601K +$166K +2,970 +38%
PIAS
642
PCA Investment Advisory Services
Ohio
$590K +$105K +1,870 +22%
EAM
643
Empirical Asset Management
Massachusetts
$587K +$9.73K +174 +2%
RW
644
Regimen Wealth
Georgia
$570K -$3.08K -55 -0.5%
AUB
645
Atlantic Union Bankshares
Virginia
$564K -$7.1K -127 -1%
CM
646
Churchill Management
California
$563K -$198K -3,545 -26%
CIA
647
Capital Investment Advisors
Georgia
$561K -$2.46K -44 -0.4%
CWP
648
Concord Wealth Partners
Virginia
$555K +$555K +9,924 +82,700%
RPCONE
649
Retirement Planning Company of New England
Rhode Island
$554K +$554K +9,911 New
MGP
650
Metis Global Partners
California
$553K +$52.5K +939 +10%
24 25
26
27 28