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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.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.47%
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
Morgan Stanley
New York
+$484M
2
LPL Financial
LPL Financial
California
+$258M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$228M
4
ACM
Advance Capital Management
Michigan
+$222M
5
Bank of America
Bank of America
North Carolina
+$130M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
-$191M
2
GWP
Gateway Wealth Partners
Wisconsin
-$77.8M
3
BCM
Brookstone Capital Management
Illinois
-$34.8M
4
SWM
SigFig Wealth Management
California
-$33.5M
5
SMM
Stadion Money Management
Georgia
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWS
726
Wellington Wealth Strategies
Indiana
$339K +$339K +6,070 New
OSNBOA
727
Old Second National Bank of Aurora
Illinois
$339K +$54.8K +980 +19%
Simplex Trading
728
Simplex Trading
Illinois
$339K +$2.01K +36 +0.6%
WS
729
Wedbush Securities
California
$332K +$332K +5,940 New
WBCM
730
Wilson & Boucher Capital Management
California
$330K +$50.3K +900 +18%
NRC
731
New Republic Capital
North Carolina
$325K +$17.3K +309 +6%
MIM
732
Macroview Investment Management
Maryland
$322K -$3.58K -64 -1%
DI
733
Diligent Investors
California
$320K -$23.9K -428 -7%
AFO
734
Arrowroot Family Office
California
$312K -$6.76K -121 -2%
AF
735
Affiance Financial
Minnesota
$311K +$311K +5,572 New
TFA
736
TPG Financial Advisors
Oregon
$311K – – –
BJL
737
Brighton Jones LLC
Washington
$309K +$309K +5,524 New
DC
738
Defender Capital
North Carolina
$307K -$307K -5,500 -50%
SWM
739
Silverlake Wealth Management
Vermont
$306K +$45.7K +818 +18%
PGF
740
Plan Group Financial
Oklahoma
$304K -$102K -1,832 -25%
NG
741
Northstar Group
New York
$302K – – –
SFS
742
Summit Financial Strategies
Ohio
$297K -$19.9K -356 -6%
FA
743
Fiduciary Alliance
South Carolina
$295K -$30.5K -546 -9%
LFG
744
Lockerman Financial Group
California
$295K +$295K +5,272 New
HR
745
Hardy Reed
Mississippi
$289K – – –
SF
746
SWP Financial
California
$289K +$289K +5,171 New
MLRA
747
Main Line Retirement Advisors
Montana
$288K +$288K +5,149 New
SF
748
Synovus Financial
Georgia
$288K +$288K +5,143 New
BBWP
749
Beacon Bridge Wealth Partners
Pennsylvania
$287K -$172K -3,068 -37%
EIA
750
Edgemoor Investment Advisors
Maryland
$287K – – –
28 29
30
31 32