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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 %
BCMLT
701
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.7K – – –
NFSG
702
Newbridge Financial Services Group
Florida
$92.6K +$151 +3 +0.2%
FCG
703
Financial Connections Group
California
$91K +$50 +1 +0.1%
CP
704
Castleview Partners
Texas
$89.1K +$1.16K +23 +1%
GWM
705
Grand Wealth Management
Michigan
$86.4K – – –
SIS
706
Sound Income Strategies
Florida
$84.7K +$49.3K +981 +139%
VAG
707
VisionPoint Advisory Group
Texas
$84.2K +$47K +936 +127%
WP
708
WealthShield Partners
North Carolina
$78.7K -$4.83K -96 -6%
NC
709
NewSquare Capital
Pennsylvania
$73K +$1.96K +39 +3%
MFA
710
McClarren Financial Advisors
Pennsylvania
$72K +$301 +6 +0.4%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$65.3K – – –
CPA
712
Cardiff Park Advisors
California
$64.8K – – –
PAG
713
Paladin Advisory Group
Iowa
$63.1K -$6.74K -134 -10%
BCM
714
BluePath Capital Management
Georgia
$60.3K +$60.3K +1,199 New
MHR
715
Matthew Hamilton Rosenberg
$56.3K -$1.16K -23 -2%
CT
716
Colonial Trust
South Carolina
$56.2K – – –
HWA
717
HHM Wealth Advisors
Tennessee
$55.3K – – –
PA
718
Parallel Advisors
California
$53.7K -$3.62K -72 -6%
MRCM
719
M&R Capital Management
New Jersey
$49.4K -$8.55K -170 -15%
RIA
720
Realta Investment Advisors
Delaware
$47.4K – – –
WAS
721
Winch Advisory Services
Wisconsin
$47K -$1.35K -27 -3%
SL
722
Salomon & Ludwin
Virginia
$46.5K +$46.5K +925 New
GWSG
723
GPS Wealth Strategies Group
Colorado
$46K +$151 +3 +0.3%
ST
724
Smithfield Trust
Pennsylvania
$46K – – –
BHWM
725
Bay Harbor Wealth Management
Maryland
$44.3K – – –
27 28
29
30 31