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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.

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
1
LPL Financial
California
$863M
2
OIA
2
OneDigital Investment Advisors
Kansas
$165M
3
ACG
3
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MWM
2
Moran Wealth Management
Florida
$0
3
BlackRock
3
BlackRock
New York
$152K
4
TC
4
Trilogy Capital
California
$1.17M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$827
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$40.9M 850,280 +28,298 +3%
DA
52
Detalus Advisors
Missouri
$40.6M 844,161 +108,001 +15%
ACG
53
Allen Capital Group
Nebraska
$40.2M 834,180 +834,180 New
BFA
54
Brown Financial Advisory
Alabama
$39.3M 816,978 +40,061 +5%
IWM
55
IHT Wealth Management
Illinois
$39.2M 814,197 +598,387 +277%
CW
56
CreativeOne Wealth
Kansas
$39M 809,930 -105,485 -12%
SAM
57
Standpoint Asset Management
Arizona
$39M 809,800 +39,900 +5%
ACM
58
Advance Capital Management
Michigan
$38.8M 805,196 +10,393 +1%
B
59
Bridgeworth
Alabama
$38.6M 801,187 +150,752 +23%
RJA
60
Raymond James & Associates
Florida
$37.9M 786,103 +347,268 +79%
PWA
61
Physician Wealth Advisors
Utah
$36M 738,264 +47,105 +7%
C1AG
62
Client 1st Advisory Group
Florida
$33.8M 702,045 +56,869 +9%
BFG
63
Buttonwood Financial Group
Missouri
$33.1M 687,073 -126,891 -16%
CWM
64
CCG Wealth Management
California
$32.4M 673,914 -27,499 -4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$32.3M 669,859 -205,457 -23%
NRI
66
NFP Retirement Inc
California
$31.9M 663,206 +38,494 +6%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$30.9M 641,780 +629,627 +5,181%
GLA
68
Good Life Advisors
Pennsylvania
$30M 623,965 +6,842 +1%
UBS Group
69
UBS Group
Switzerland
$29.8M 618,600 +21,232 +4%
SCA
70
Snowden Capital Advisors
New York
$29.5M 612,267 -16,026 -3%
MFG
71
Merit Financial Group
Georgia
$28.7M 596,662 +136,102 +30%
AIM
72
Astor Investment Management
Illinois
$28.4M 589,027 -38,809 -6%
CWM
73
Cahaba Wealth Management
Georgia
$28.3M 587,927 +37,042 +7%
MGIA
74
Moneta Group Investment Advisors
Missouri
$27.8M 576,745 +48,237 +9%
PAS
75
Park Avenue Securities
New York
$27.7M 574,487 +43,788 +8%
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