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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 %
Lido Advisors
651
Lido Advisors
California
$550K +$550K +9,843 New
WIA
652
World Investment Advisors
California
$547K +$547K +9,783 New
SFG
653
Sovereign Financial Group
Connecticut
$541K +$32.8K +586 +6%
WSTAM
654
Wilbanks Smith & Thomas Asset Management
Virginia
$541K – – –
CAMV
655
Concord Asset Management (Virginia)
Virginia
$541K +$541K +9,679 New
FCM
656
Fourpath Capital Management
Oklahoma
$540K -$108K -1,932 -17%
CWM
657
Cranbrook Wealth Management
Michigan
$531K +$531K +9,496 New
CFP
658
Cypress Financial Planning
New Jersey
$526K -$99.3K -1,806 -16%
MCCP
659
Mission Creek Capital Partners
California
$523K -$3.07K -55 -0.6%
LC
660
Lavaca Capital
Texas
$521K +$75.4K +1,348 +17%
VCA
661
Verdence Capital Advisors
Maryland
$520K -$157K -2,816 -23%
CC
662
Cypress Capital
Tennessee
$517K +$103K +1,838 +25%
YIA
663
YHB Investment Advisors
Connecticut
$508K +$72.2K +1,291 +17%
LWANC
664
Laurel Wealth Advisors (North Carolina)
North Carolina
$507K -$28.1K -503 -5%
ACS
665
Archford Capital Strategies
Illinois
$504K -$19.9K -356 -4%
BWA
666
BCU Wealth Advisors
Illinois
$501K +$501K +8,961 New
LFG
667
Leverty Financial Group
Wisconsin
$498K +$498K +8,903 New
MCM
668
Magnolia Capital Management
New York
$497K +$497K +8,895 New
I
669
INVST
Indiana
$497K +$5.12K +88 +1%
PTP
670
Platform Technology Partners
New York
$494K +$494K +8,387 New
AIM
671
Anchor Investment Management
South Carolina
$484K +$50.4K +902 +12%
AIM
672
Acropolis Investment Management
Missouri
$476K – – –
KFI
673
Key Financial Inc
Pennsylvania
$473K +$256K +4,587 +118%
CFGS
674
Concourse Financial Group Securities
Alabama
$472K +$12.9K +230 +3%
CWM
675
Chemistry Wealth Management
New York
$470K -$11.9K -213 -2%
25 26
27
28 29