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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 %
AA
676
Apriem Advisors
California
$464K -$5.99M -107,153 -93%
LWM
677
Liberty Wealth Management
California
$463K -$580K -4,585 -56%
WI
678
Wintrust Investments
Illinois
$459K +$459K +8,209 New
OWA
679
ORBA Wealth Advisors
Illinois
$457K +$457K +8,175 New
EA
680
Emerald Advisors
Washington
$456K +$4.3K +77 +1%
RFP
681
RCS Financial Planning
Maryland
$455K +$19.3K +346 +4%
SCP
682
Stevens Capital Partners
Nebraska
$450K +$91.2K +1,632 +25%
PMFA
683
Plante Moran Financial Advisors
Michigan
$449K +$447K +8,001 +24,245%
GSIS
684
Global Strategic Investment Solutions
Arizona
$447K – – –
SIAS
685
Summit Investment Advisory Services
Minnesota
$440K +$129K +2,299 +41%
VCM
686
Virtue Capital Management
Tennessee
$437K -$135K -2,450 -24%
MAG
687
M3 Advisory Group
Massachusetts
$435K +$435K +7,777 New
CI
688
CX Institutional
Indiana
$433K +$71.2K +1,273 +20%
JSW
689
Journey Strategic Wealth
New Jersey
$431K -$6.49K -116 -1%
Citigroup
690
Citigroup
New York
$430K +$2.24K +40 +0.5%
DLHL
691
Donald L. Hagan LLC
Florida
$427K -$5.32M -95,172 -93%
MWM
692
MY Wealth Management
Maryland
$413K – – –
SI
693
Shaker Investments
Ohio
$413K +$413K +7,382 New
SAS
694
SMI Advisory Services
Indiana
$412K -$92.5K -1,651 -18%
CRI
695
Colonial River Investments
Virginia
$411K -$9.66M -172,735 -96%
TCPG
696
Trivant Custom Portfolio Group
California
$406K -$117K -2,093 -22%
TC
697
TAP Consulting
Missouri
$406K +$406K +7,256 New
3F
698
360 Financial
Minnesota
$405K +$405K +7,237 New
OIM
699
Opus Investment Management
Massachusetts
$402K -$241K -4,315 -38%
HNW
700
High Note Wealth
Minnesota
$401K +$401K +7,182 New
26 27
28
29 30