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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 %
PPP
701
Private Portfolio Partners
New Jersey
– -$10.1M -224,659 Closed
MPW
702
MGO Private Wealth
California
– -$9.65M -214,563 Closed
BHB
703
Bank Hapoalim BM
Israel
– -$9.01M -200,400 Closed
JCM
704
Jacobi Capital Management
Pennsylvania
– -$7.27M -161,548 Closed
WIM
705
WealthPlan Investment Management
Nebraska
– -$5.54M -114,243 Closed
SCP
706
Syntal Capital Partners
Texas
– -$4.85M -107,905 Closed
BSG
707
Black Swift Group
Colorado
– -$3.75M -83,263 Closed
FFG
708
Ford Financial Group
California
– -$3.69M -82,111 Closed
SW
709
SteelPeak Wealth
California
– -$3.38M -75,128 Closed
LFA
710
LGT Financial Advisors
Texas
– -$3.02M -67,240 Closed
AA
711
Altman Advisors
Illinois
– -$3.09M -66,519 Closed
TDWM
712
Topel & Distasi Wealth Management
California
– -$2.15M -47,894 Closed
ERIM
713
Eagle Ridge Investment Management
Connecticut
– -$1.48M -32,875 Closed
OPOWM
714
One Plus One Wealth Management
Florida
– -$1.44M -31,970 Closed
RB
715
Renasant Bank
Mississippi
– -$1.35M -30,090 Closed
WF
716
Wayfinding Financial
Washington
– -$1.04M -20,563 Closed
SWM
717
SigFig Wealth Management
California
– -$921K -20,473 Closed
FPAS
718
Focus Partners Advisor Solutions
Missouri
– -$891K -19,817 Closed
DADC
719
D.A. Davidson & Co
Montana
– -$867K -19,274 Closed
CG
720
Corundum Group
Colorado
– -$793K -17,624 Closed
IMC Chicago
721
IMC Chicago
Illinois
– -$766K -17,033 Closed
WP
722
WealthSource Partners
California
– -$752K -16,727 Closed
RWA
723
Redhawk Wealth Advisors
Minnesota
– -$742K -16,505 Closed
Two Sigma Investments
724
Two Sigma Investments
New York
– -$634K -14,100 Closed
KIG
725
Kowal Investment Group
Wisconsin
– -$465K -10,330 Closed
27 28
29
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