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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 %
CG
676
Cutler Group
California
$4K +$4K +100 New
PCMC
677
Private Capital Management (Colorado)
Colorado
$3.85K +$3.85K +80 New
FCA
678
FinTrust Capital Advisors
South Carolina
$3.51K – – –
HI
679
Horizon Investments
North Carolina
$3.42K +$3.42K +71 New
SSB
680
Sandy Spring Bank
Maryland
$3.23K +$3.23K +67 New
EWM
681
EPG Wealth Management
Georgia
$3.13K – – –
TCWA
682
Ten Capital Wealth Advisors
Washington
$3.03K – – –
GEA
683
Glen Eagle Advisors
New Jersey
$2.79K -$9.82K -204 -78%
HIA
684
Harbor Investment Advisory
Maryland
$2.55K – – –
VWM
685
Venturi Wealth Management
Texas
$2.41K +$2.41K +50 New
OIA
686
Optimum Investment Advisors
Illinois
$2.17K +$1.69K +35 +350%
AIP
687
Ameritas Investment Partners
Nebraska
$2.07K -$1.24M -25,682 -100%
CA
688
Crewe Advisors
Utah
$2.02K – – –
CSC
689
Caldwell Sutter Capital
California
$1.73K +$1.73K +36 New
AIC
690
Archer Investment Corporation
Indiana
$1.35K – – –
BWL
691
Bogart Wealth LLC
Virginia
$1.2K – – –
Allianz Asset Management
692
Allianz Asset Management
Germany
$1.11K +$96 +2 +10%
WCAMG
693
Woodard & Company Asset Management Group
North Carolina
$827 -$61.2M -1,258,643 -100%
NSG
694
Nalls Sherbakoff Group
Tennessee
$483 +$483 +10 New
VCM
695
Versant Capital Management
Arizona
$439 – – –
PGAM
696
Princeton Global Asset Management
New Jersey
$193 – – –
CCMG
697
Clark Capital Management Group
Pennsylvania
– -$273M -6,061,309 Closed
MWM
698
Moran Wealth Management
Florida
– -$111M -2,469,225 Closed
BOC
699
Bull Oak Capital
California
– -$28.7M -639,120 Closed
BCMIO
700
Beacon Capital Management Inc (Ohio)
Ohio
– -$13.3M -296,570 Closed
26 27
28
29 30