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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.

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

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
MWM
Moran Wealth Management
Florida
$0
3
BlackRock
BlackRock
New York
$152K
4
TC
Trilogy Capital
California
$1.17M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$827
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
726
Center For Asset Management
Florida
– -$451K -10,029 Closed
FFS
727
Founders Financial Securities
Maryland
– -$371K -8,243 Closed
RFP
728
RCS Financial Planning
Maryland
– -$344K -7,645 Closed
NCM
729
NCM Capital Management
New Jersey
– -$296K -6,583 Closed
RCM
730
Radnor Capital Management
Pennsylvania
– -$303K -6,409 Closed
FPCG
731
Fort Pitt Capital Group
Pennsylvania
– -$283K -6,287 Closed
CFA
732
Cahill Financial Advisors
Minnesota
– -$270K -6,011 Closed
HWM
733
Hohimer Wealth Management
Washington
– -$266K -5,914 Closed
CANC
734
Culbertson A N & Co
Virginia
– -$254K -5,648 Closed
EWA
735
Exencial Wealth Advisors
Oklahoma
– -$239K -5,315 Closed
OFS
736
OneAscent Financial Services
Alabama
– -$220K -4,885 Closed
BCM
737
Bayesian Capital Management
New York
– -$216K -4,796 Closed
CAMV
738
Concord Asset Management (Virginia)
Virginia
– -$216K -4,796 Closed
LW
739
Linscomb Wealth
Texas
– -$209K -4,646 Closed
TA
740
TFB Advisors
Kansas
– -$209K -4,638 Closed
SW
741
SMART Wealth
Nebraska
– -$205K -4,553 Closed
RBC
742
Romano Brothers & Co
Illinois
– -$180K -4,000 Closed
VCM
743
Vigilant Capital Management
Maine
– -$153K -3,400 Closed
HB
744
Horizon Bancorp
Indiana
– -$128K -2,850 Closed
BNP Paribas Financial Markets
745
BNP Paribas Financial Markets
France
– -$65.5K -1,456 Closed
FA
746
Fiduciary Alliance
South Carolina
– -$49.4K -1,099 Closed
AWM
747
Abound Wealth Management
Tennessee
– -$42.9K -953 Closed
RIA
748
Realta Investment Advisors
Delaware
– -$40.8K -908 Closed
BAAM
749
Baker Avenue Asset Management
California
– -$31.5K -700 Closed
KOMWMG
750
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$13K -297 Closed
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