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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 %
TW
651
Transform Wealth
Colorado
$212K +$212K +4,062 New
FFW
652
Fusion Family Wealth
New York
$210K +$210K +4,022 New
RBC
653
Romano Brothers & Co
Illinois
$208K +$208K +4,000 New
CA
654
Clearstead Advisors
Ohio
$208K -$159K -3,042 -43%
GIA
655
Guyasuta Investment Advisors
Pennsylvania
$207K +$207K +3,976 New
HAC
656
Harbor Advisory Corp
New Hampshire
$205K +$205K +3,936 New
IF
657
Intrua Financial
Texas
$200K +$200K +3,839 New
KFI
658
Key Financial Inc
Pennsylvania
$200K -$11.6K -223 -6%
PG
659
Prostatis Group
Maryland
$190K +$190K +189,545 New
SSB
660
Sandy Spring Bank
Maryland
$183K +$180K +3,452 +5,152%
OSNBOA
661
Old Second National Bank of Aurora
Illinois
$151K +$19.1K +366 +14%
BlackRock
662
BlackRock
New York
$151K -$13.7K -263 -8%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$146K +$146K +2,794 New
Franklin Resources
664
Franklin Resources
California
$142K +$38.8K +745 +38%
PWM
665
Provident Wealth Management
Tennessee
$140K – – –
PB
666
Pinnacle Bancorp
Nebraska
$139K – – –
GWS
667
Glassman Wealth Services
Virginia
$136K -$151K -2,890 -53%
HNB
668
Huntington National Bank
Ohio
$104K -$96.3K – –
NFSG
669
Newbridge Financial Services Group
Florida
$95.8K +$156 +3 +0.2%
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.7K +$63.4K +1,216 +196%
FCG
671
Financial Connections Group
California
$95K -$364 -7 -0.4%
KFS
672
Kelly Financial Services
Massachusetts
$92.7K +$35.5K +681 +62%
CP
673
Castleview Partners
Texas
$91.1K -$469 -9 -0.5%
GWM
674
Grand Wealth Management
Michigan
$89.6K +$89.6K +1,720 New
TIM
675
Tortoise Investment Management
New York
$89.4K – – –
25 26
27
28 29