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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$54.2M 1,078,591 -148,309 -12%
ACM
52
AlphaStar Capital Management
North Carolina
$52.8M 1,051,461 -90,813 -8%
SFS
53
Security Financial Services
Indiana
$50.5M 1,005,756 +92,293 +10%
NA
54
NewEdge Advisors
Louisiana
$50.5M 1,004,341 +205,497 +26%
SAM
55
Standpoint Asset Management
Arizona
$48.2M 958,500 +31,700 +3%
DA
56
Detalus Advisors
Missouri
$47.5M 945,462 +37,587 +4%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$47.3M 940,238 +14,265 +2%
PWA
58
Physician Wealth Advisors
Utah
$45.7M 899,504 +149,833 +20%
IWM
59
IHT Wealth Management
Illinois
$45.5M 905,494 +41,638 +5%
HWM
60
Horizon Wealth Management
Illinois
$45.3M 901,617 +231,153 +34%
ACG
61
Allen Capital Group
Nebraska
$44.1M 877,757 +15,337 +2%
ODG
62
O'Dell Group
Ohio
$43.8M 871,341 +19,774 +2%
RJA
63
Raymond James & Associates
Florida
$43.8M 870,580 -59,314 -6%
WANY
64
Wealthspire Advisors (New York)
New York
$43M 854,984 -44,016 -5%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$42.1M 837,854 +161,358 +24%
BFA
66
Brown Financial Advisory
Alabama
$42M 835,141 -8,755 -1%
GVAG
67
Great Valley Advisor Group
Delaware
$40.9M 814,527 +5,238 +0.6%
CW
68
CreativeOne Wealth
Kansas
$40.4M 803,207 -44,163 -5%
KAS
69
Kestra Advisory Services
Texas
$40.1M 798,753 +241,714 +43%
CWM
70
CCG Wealth Management
California
$39.9M 794,136 +165,220 +26%
Goldman Sachs
71
Goldman Sachs
New York
$39.4M 783,128 -36,269 -4%
DCM
72
Davidson Capital Management
Texas
$38M 756,111 -495,548 -40%
AI
73
Auour Investments
Massachusetts
$37.7M 739,340 -26,130 -3%
IWP
74
IAG Wealth Partners
Wisconsin
$36.8M 732,411 -10,419 -1%
FEG
75
Financial Enhancement Group
Indiana
$36.6M 714,189 -3,117 -0.4%
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