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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 %
FFW
676
Fusion Family Wealth
New York
$202K – – –
PCIA
677
Prime Capital Investment Advisors
Kansas
$202K +$202K +4,017 New
RBC
678
Romano Brothers & Co
Illinois
$201K – – –
KFI
679
Key Financial Inc
Pennsylvania
$195K +$2.51K +50 +1%
3AM
680
3EDGE Asset Management
Florida
$193K +$193K +3,868 New
BlackRock
681
BlackRock
New York
$182K +$36.1K +719 +25%
SSB
682
Sandy Spring Bank
Maryland
$182K +$4.88K +97 +3%
OCM
683
Orion Capital Management
California
$176K +$176K +3,503 New
CA
684
Clearstead Advisors
Ohio
$175K -$25.5K -507 -13%
EWM
685
Evermay Wealth Management
Virginia
$166K +$142K +2,823 +588%
IPW
686
Impact Partnership Wealth
Georgia
$155K +$94.7K +1,885 +157%
PPWM
687
PFG Private Wealth Management
Florida
$153K -$52.5K -1,044 -26%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$140K – – –
BA
689
Ballast Advisors
Minnesota
$137K +$93K +1,850 +209%
SFA
690
Semmax Financial Advisors
North Carolina
$137K +$137K +2,639 New
PWM
691
Provident Wealth Management
Tennessee
$135K – – –
PB
692
Pinnacle Bancorp
Nebraska
$134K – – –
Franklin Resources
693
Franklin Resources
California
$127K -$9.7K -193 -7%
KFS
694
Kelly Financial Services
Massachusetts
$119K +$29.3K +584 +33%
GWS
695
Glassman Wealth Services
Virginia
$112K -$19.6K -390 -15%
HWP
696
Highline Wealth Partners
California
$107K +$107K +2,122 New
S
697
SignatureFD
Georgia
$102K +$37K +736 +57%
HNB
698
Huntington National Bank
Ohio
$101K -$104K – –
ITIM
699
Indiana Trust & Investment Management
Indiana
$101K +$101K +2,000 New
PCA
700
Providence Capital Advisors
North Carolina
$97.7K +$91.4K +1,819 +1,455%
26 27
28
29 30