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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$292M
2
LPL Financial
2
LPL Financial
California
$1.07B
3
SWM
3
SigFig Wealth Management
California
$124M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$222M
5
SMM
5
Stadion Money Management
Georgia
$551M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
2
KWB Wealth
California
$67M
3
ACM
3
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
4
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$48.5M 929,894 +143,791 +18%
SAM
52
Standpoint Asset Management
Arizona
$48.3M 926,800 +117,000 +14%
BPWM
53
Badgley Phelps Wealth Managers
Washington
$48.3M 925,973 +386,760 +72%
SFS
54
Security Financial Services
Indiana
$47.6M 913,463 +36,002 +4%
DA
55
Detalus Advisors
Missouri
$47.3M 907,875 +63,714 +8%
WANY
56
Wealthspire Advisors (New York)
New York
$46.8M 899,000 -11,834 -1%
ACM
57
Advance Capital Management
Michigan
$46.4M 891,279 +86,083 +11%
B
58
Bridgeworth
Alabama
$45.2M 867,447 +66,260 +8%
IWM
59
IHT Wealth Management
Illinois
$45M 863,856 +49,659 +6%
ACG
60
Allen Capital Group
Nebraska
$44.9M 862,420 +28,240 +3%
ODG
61
O'Dell Group
Ohio
$44.4M 851,567 +1,241 +0.1%
CW
62
CreativeOne Wealth
Kansas
$44.2M 847,370 +37,440 +5%
BFA
63
Brown Financial Advisory
Alabama
$44M 843,896 +26,918 +3%
Goldman Sachs
64
Goldman Sachs
New York
$42.7M 819,397 +568,229 +226%
GVAG
65
Great Valley Advisor Group
Delaware
$42.2M 809,289 +256,416 +46%
NA
66
NewEdge Advisors
Louisiana
$41.6M 798,844 +281,428 +54%
AI
67
Auour Investments
Massachusetts
$39.9M 765,470 +765,470 New
PWA
68
Physician Wealth Advisors
Utah
$39.1M 749,671 +11,407 +2%
IWP
69
IAG Wealth Partners
Wisconsin
$38.7M 742,830 -218,794 -23%
FEG
70
Financial Enhancement Group
Indiana
$38M 717,306 +645,877 +904%
NRI
71
NFP Retirement Inc
California
$36.8M 705,283 +42,077 +6%
DAS
72
Dynamic Advisor Solutions
Arizona
$35.5M 682,028 +265,928 +64%
LFAS
73
Level Four Advisory Services
Texas
$35.5M 680,534 +136,060 +25%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$35.3M 676,496 +6,637 +1%
HWM
75
Horizon Wealth Management
Illinois
$34.9M 670,464 +511,464 +322%
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