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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 %
AA
651
Ancora Advisors
Ohio
$19.5K – – –
TFA
652
Toth Financial Advisory
Virginia
$19K – – –
Amundi
653
Amundi
France
$19K – – –
TAM
654
Tucker Asset Management
Colorado
$15.5K +$530 +11 +4%
SC
655
SouthState Corp
Florida
$14.1K – – –
SCA
656
Stonebridge Capital Advisors
Minnesota
$13.5K +$48 +1 +0.4%
TC
657
Truvestments Capital
Florida
$12.9K -$12.9K -268 -50%
BWP
658
Baldwin Wealth Partners
Massachusetts
$12.8K – – –
BCA
659
Bray Capital Advisors
Florida
$12.5K – – –
Barclays
660
Barclays
United Kingdom
$12K – – –
BA
661
Bristlecone Advisors
Washington
$11.7K +$11.7K +242 New
SWA
662
SOA Wealth Advisors
New York
$11.6K – – –
FMB
663
Field & Main Bank
Kentucky
$9.73K – – –
AWM
664
Accel Wealth Management
Iowa
$8.94K +$48 +1 +0.5%
FWM
665
Focused Wealth Management
New York
$8.62K +$8.62K +179 New
GT
666
Glenmede Trust
Pennsylvania
$8.43K +$8.43K +175 New
IHWM
667
Iron Horse Wealth Management
Iowa
$8.33K – – –
TRCT
668
Tower Research Capital (TRC)
New York
$8K -$7.77M -160,290 -100%
AWM
669
AllSquare Wealth Management
New York
$7.7K +$7.7K +160 New
PCA
670
Providence Capital Advisors
North Carolina
$6.02K – – –
WAM
671
Worth Asset Management
Texas
$5.3K – – –
CSB
672
City State Bank
Iowa
$5K – – –
IGWM
673
ICA Group Wealth Management
Colorado
$4.96K – – –
PAI
674
Pittenger & Anderson Inc
Nebraska
$4.91K – – –
CT
675
Cambridge Trust
Massachusetts
$4.67K -$4.24K -88 -48%
25 26
27
28 29