SPLG icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PWMG
726
Prestige Wealth Management Group
New Jersey
$42.9K – – –
CG
727
Cutler Group
California
$40K +$40K +800 New
CSC
728
Caldwell Sutter Capital
California
$37.5K +$1.26K +25 +3%
DAC
729
Dividend Assets Capital
South Carolina
$35K – – –
VWM
730
Venturi Wealth Management
Texas
$31.2K +$31.2K +620 New
WWM
731
Wolff Wiese Magana
California
$28.3K – – –
Barclays
732
Barclays
United Kingdom
$25K +$12.5K +250 +100%
OP
733
ORG Partners
Indiana
$24.6K -$7.29K -145 -23%
CWC
734
Carolinas Wealth Consulting
North Carolina
$20.9K – – –
Amundi
735
Amundi
France
$20.1K – – –
TSWM
736
Tyler-Stone Wealth Management
Ohio
$20K +$10K +200 +100%
TFA
737
Toth Financial Advisory
Virginia
$19.8K – – –
AAP
738
Arax Advisory Partners
Colorado
$19K -$3.07K -61 -14%
FWM
739
Focused Wealth Management
New York
$17K +$3.97K +79 +31%
HB
740
Horizon Bancorp
Indiana
$15K -$1.72K -35 -10%
SCA
741
Stonebridge Capital Advisors
Minnesota
$14.2K +$100 +2 +0.7%
TAM
742
Tucker Asset Management
Colorado
$13.4K – – –
BWP
743
Baldwin Wealth Partners
Massachusetts
$13.3K – – –
APW
744
Atlantic Private Wealth
North Carolina
$13.2K +$50 +1 +0.4%
BCA
745
Bray Capital Advisors
Florida
$13.1K – – –
HFS
746
Hantz Financial Services
Michigan
$13K +$13K +255 New
SIC
747
Salem Investment Counselors
North Carolina
$12.1K – – –
YAL
748
Your Advocates Ltd
Texas
$10.9K -$26.9K -535 -71%
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$10K -$50 -1 -0.5%
PCMC
750
Private Capital Management (Colorado)
Colorado
$9.8K +$5.78K +115 +144%
28 29
30
31 32