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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.

Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.48%
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
1
Morgan Stanley
New York
$685M
2
LPL Financial
2
LPL Financial
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$470M
4
ACM
4
Advance Capital Management
Michigan
$333M
5
Bank of America
5
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
1
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
3
Brookstone Capital Management
Illinois
$84.4M
4
SWM
4
SigFig Wealth Management
California
$98.7M
5
SMM
5
Stadion Money Management
Georgia
$407M
Name Market Value Shares Shares
Change 		Shares
Change %
WWG
51
West Wealth Group
California
$79.1M 1,414,709 +64,323 +5%
OFS
52
OneAscent Financial Services
Alabama
$78.9M 1,411,704 +1,411,704 New
GRP
53
Global Retirement Partners
California
$76.9M 1,376,665 +199,731 +17%
Two Sigma Investments
54
Two Sigma Investments
New York
$75.6M 1,353,100 +1,024,733 +312%
MML Investors Services
55
MML Investors Services
Massachusetts
$75.2M 1,344,834 +745,750 +124%
NA
56
NewEdge Advisors
Louisiana
$74M 1,308,049 +303,708 +30%
OWA
57
One Wealth Advisors
California
$70.3M 1,257,805 +99,113 +9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$65.6M 1,173,234 +335,380 +40%
AAG
59
Armstrong Advisory Group
Massachusetts
$64.4M 1,151,529 +695,310 +152%
RJA
60
Raymond James & Associates
Florida
$63.7M 1,138,737 +268,157 +31%
RIG
61
RiverFront Investment Group
Virginia
$63M 1,127,147 +1,127,147 New
SFS
62
Security Financial Services
Indiana
$62.7M 1,121,346 +115,590 +11%
GP
63
Girard Partners
Pennsylvania
$62.1M 1,111,280 -11,230 -1%
CIA
64
Compass Ion Advisors
Pennsylvania
$60.3M 1,078,296 -46,026 -4%
PWA
65
Physician Wealth Advisors
Utah
$59.4M 1,043,706 +144,202 +16%
DA
66
Detalus Advisors
Missouri
$56.6M 1,012,456 +66,994 +7%
GVAG
67
Great Valley Advisor Group
Delaware
$55.9M 1,000,597 +186,070 +23%
CW
68
CreativeOne Wealth
Kansas
$55.5M 992,421 +189,214 +24%
SAM
69
Standpoint Asset Management
Arizona
$54.7M 978,800 +20,300 +2%
BPWM
70
Badgley Phelps Wealth Managers
Washington
$53.1M 950,608 +10,370 +1%
HWM
71
Horizon Wealth Management
Illinois
$51.9M 927,686 +26,069 +3%
AWE
72
Avidian Wealth Enterprises
Texas
$51.4M 919,397 +232,942 +34%
IWM
73
IHT Wealth Management
Illinois
$50.8M 909,581 +4,087 +0.5%
KAS
74
Kestra Advisory Services
Texas
$50.1M 895,848 +97,095 +12%
ACG
75
Allen Capital Group
Nebraska
$49.5M 885,612 +7,855 +0.9%
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