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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 %
EWA
651
EP Wealth Advisors
California
$234K -$23.4M -464,573 -99%
WIM
652
Westside Investment Management
California
$233K -$2.11K -42 -0.9%
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$232K +$152K +3,029 +191%
SEI Investments
654
SEI Investments
Pennsylvania
$229K -$3.97K -79 -2%
TA
655
TFB Advisors
Kansas
$229K -$78.9K -1,570 -26%
CG
656
Colony Group
Massachusetts
$228K – – –
EWA
657
EverSource Wealth Advisors
Alabama
$228K -$119K -2,362 -34%
TCMP
658
Thrive Capital Management (Pennsylvania)
Pennsylvania
$227K +$251 +5 +0.1%
CHA
659
Carmichael Hill & Associates
Maryland
$226K +$226K +4,491 New
VCP
660
Verus Capital Partners
Arizona
$226K -$17.8K -354 -7%
TWP
661
Tempus Wealth Planning
California
$225K -$11.9K -236 -5%
TCWM
662
Total Clarity Wealth Management
Illinois
$225K -$27.1K -540 -11%
MCA
663
MSH Capital Advisors
Arizona
$224K -$68.5K -1,363 -23%
KPWS
664
Kestra Private Wealth Services
Texas
$223K +$16.7K +332 +8%
ODFS
665
O'Donnell Financial Services
California
$222K – – –
SPI
666
Santori & Peters Inc
Pennsylvania
$222K – – –
AIM
667
Arcadia Investment Management
Michigan
$219K – – –
CAMG
668
CWA Asset Management Group
Florida
$217K – – –
GW
669
GW & Wade
Massachusetts
$216K – – –
TPA
670
Trivium Point Advisory
Connecticut
$216K -$8.18K -165 -4%
Invesco
671
Invesco
Georgia
$216K +$216K +4,288 New
FA
672
Fortis Advisors
Pennsylvania
$213K -$91.6K -1,822 -30%
Susquehanna International Group
673
Susquehanna International Group
Pennsylvania
$210K -$5.65M -112,403 -96%
FDS
674
Freedom Day Solutions
Texas
$207K +$754 +15 +0.4%
RJT
675
Raymond James Trust
Florida
$202K +$202K +4,025 New
25 26
27
28 29