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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 %
FCA
701
FLC Capital Advisors
California
$400K -$537K -9,604 -57%
MA
702
MJP Associates
Connecticut
$398K +$115K +2,058 +41%
FEM
703
Fulcrum Equity Management
Texas
$396K +$21.1K +377 +6%
KCFA
704
Key Client Fiduciary Advisors
New Jersey
$394K +$67.5K +1,207 +21%
NAS
705
Nicolet Advisory Services
Wisconsin
$392K -$49.7K -903 -11%
LMKC
706
L.M. Kohn & Company
Ohio
$389K +$839 +15 +0.2%
SPC
707
Sigma Planning Corp
Michigan
$388K -$1.3M -23,295 -77%
DWP
708
Destiny Wealth Partners
Florida
$386K – – –
CCM
709
Crabel Capital Management
California
$373K +$373K +6,665 New
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
$373K – – –
M1FG
711
Mach-1 Financial Group
Arkansas
$371K +$18.4K +330 +5%
QCM
712
QRG Capital Management
Illinois
$371K +$371K +6,633 New
CIA
713
Cape Investment Advisory
Georgia
$370K +$84.4K +1,509 +30%
IAN
714
Integrated Advisors Network
Texas
$370K -$6.99K -125 -2%
MWM
715
MGB Wealth Management
Texas
$368K +$368K +6,585 New
RWP
716
RWA Wealth Partners
Massachusetts
$359K -$3.08K -55 -0.8%
CWM
717
Campbell Wealth Management
Virginia
$357K – – –
SWM
718
SFG Wealth Management
Maryland
$357K -$583K -10,426 -62%
RZH
719
Relyea Zuckerberg Hanson
Connecticut
$355K +$1.4K +25 +0.4%
NCM
720
NCM Capital Management
New Jersey
$354K +$354K +6,335 New
FA
721
Fortis Advisors
Pennsylvania
$345K +$108K +1,935 +46%
FFA
722
Founders Financial Alliance
North Carolina
$345K +$2.68K +48 +0.8%
BC
723
Brio Consultants
California
$342K -$9.5K -170 -3%
SWP
724
Strategic Wealth Partners
Ohio
$341K +$615 +11 +0.2%
TCOTS
725
Trust Company of the South
North Carolina
$340K +$340K +6,079 New
27 28
29
30 31