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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 %
WP
676
WealthShield Partners
North Carolina
$86.6K -$17.2K -330 -17%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$82.9K – – –
MFA
678
McClarren Financial Advisors
Pennsylvania
$74K +$311 +6 +0.4%
NC
679
NewSquare Capital
Pennsylvania
$73.7K – – –
PAG
680
Paladin Advisory Group
Iowa
$72.4K -$3.39K -65 -4%
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$67.7K – – –
S
682
SignatureFD
Georgia
$67.2K +$36.8K +706 +121%
CPA
683
Cardiff Park Advisors
California
$67.2K – – –
IPW
684
Impact Partnership Wealth
Georgia
$62.5K +$62.5K +1,199 New
LSA
685
Lansing Street Advisors
Pennsylvania
$62.3K – – –
MRCM
686
M&R Capital Management
New Jersey
$60.1K – – –
MHR
687
Matthew Hamilton Rosenberg
$59.6K – – –
PA
688
Parallel Advisors
California
$59.4K -$2.08K -40 -3%
CT
689
Colonial Trust
South Carolina
$58.3K – – –
HWA
690
HHM Wealth Advisors
Tennessee
$57.3K +$57.3K +1,100 New
KM
691
Kalos Management
Georgia
$53.4K – – –
WAS
692
Winch Advisory Services
Wisconsin
$50K +$207 +4 +0.4%
ST
693
Smithfield Trust
Pennsylvania
$48K – – –
GWSG
694
GPS Wealth Strategies Group
Colorado
$47.6K +$156 +3 +0.3%
RIA
695
Realta Investment Advisors
Delaware
$47.4K +$47.4K +909 New
BA
696
Ballast Advisors
Minnesota
$46.1K – – –
BHWM
697
Bay Harbor Wealth Management
Maryland
$45.9K – – –
RFA
698
Resurgent Financial Advisors
Georgia
$45K +$45K +863 New
PWMG
699
Prestige Wealth Management Group
New Jersey
$44.5K – – –
YAL
700
Your Advocates Ltd
Texas
$39.1K +$2.08K +40 +6%
26 27
28
29 30