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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$292M
2
LPL Financial
LPL Financial
California
$1.07B
3
SWM
SigFig Wealth Management
California
$124M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$222M
5
SMM
Stadion Money Management
Georgia
$551M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
KWB Wealth
California
$67M
3
ACM
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
Core Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
751
Allianz Asset Management
Germany
$1.15K -$52 -1 -4%
RFG
752
RFP Financial Group
Georgia
$959 +$959 +18 New
SWM
753
Sanctuary Wealth Management
Idaho
$834 +$834 +16 New
WCAMG
754
Woodard & Company Asset Management Group
North Carolina
$814 -$51 -1 -6%
AFS
755
Annapolis Financial Services
Maryland
$782 +$782 +15 New
OIA
756
Optimum Investment Advisors
Illinois
$521 -$1.82K -35 -78%
NSG
757
Nalls Sherbakoff Group
Tennessee
$500 – – –
VCM
758
Versant Capital Management
Arizona
$477 – – –
PGAM
759
Princeton Global Asset Management
New Jersey
$208 – – –
MCM
760
Manchester Capital Management
Vermont
$105 +$105 +2 New
BWM
761
BerganKDV Wealth Management
Minnesota
$53 -$73.9K -1,394 -100%
CWA
762
Core Wealth Advisors
Florida
– -$14.2M -294,114 Closed
GB
763
Gunma Bank
Japan
– -$5.06M -105,000 Closed
WA
764
Win Advisors
Florida
– -$2.7M -56,105 Closed
SCI
765
Stableford Capital II
Arizona
– -$1.34M -29,886 Closed
LCWP
766
Legacy Capital Wealth Partners
Arkansas
– -$1.16M -24,027 Closed
AAS
767
Ameritas Advisory Services
Nebraska
– -$963K -19,845 Closed
FCM
768
Fourpath Capital Management
Oklahoma
– -$757K -15,727 Closed
CIA
769
Capital Investment Advisors
Georgia
– -$484K -10,042 Closed
Charles Schwab
770
Charles Schwab
California
– -$323K -6,699 Closed
TA
771
TruWealth Advisors
Louisiana
– -$249K -5,168 Closed
PFBT
772
Parkside Financial Bank & Trust
Missouri
– -$146K -3,040 Closed
OCM
773
Orion Capital Management
California
– -$135K -2,811 Closed
3AM
774
3EDGE Asset Management
Florida
– -$97.3K -2,020 Closed
NECFA
775
New England Capital Financial Advisors
Connecticut
– -$81.2K -1,687 Closed
28 29 30
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