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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 %
AWM
751
AllSquare Wealth Management
New York
$8.04K – – –
TFGT
752
TS Financial Group (TSFG)
Illinois
$8K – – –
TVWM
753
Tower View Wealth Management
Wisconsin
$6K +$6K +119 New
PAI
754
Pittenger & Anderson Inc
Nebraska
$5.13K – – –
TFA
755
Transamerica Financial Advisors
Florida
$5K – – –
CT
756
Cambridge Trust
Massachusetts
$4.88K – – –
FCA
757
FinTrust Capital Advisors
South Carolina
$3.92K – – –
DF
758
DecisionPoint Financial
Arizona
$3.92K +$3.92K +78 New
EW
759
Element Wealth
Mississippi
$3.27K – – –
EWM
760
EPG Wealth Management
Georgia
$3.27K – – –
GEA
761
Glen Eagle Advisors
New Jersey
$2.92K – – –
HIA
762
Harbor Investment Advisory
Maryland
$2.66K – – –
OC
763
Oakworth Capital
Alabama
$2.66K +$2.66K +53 New
HGERS
764
Householder Group Estate & Retirement Specialist
Arizona
$2.51K +$2.51K +50 New
NRG
765
Nemes Rush Group
Michigan
$2.26K – – –
AIP
766
Ameritas Investment Partners
Nebraska
$2.16K – – –
FP
767
Financial Perspectives
Minnesota
$2.16K +$2.16K +43 New
MA
768
MCF Advisors
Kentucky
$2.01K +$2.01K +40 New
PMFA
769
Plante Moran Financial Advisors
Michigan
$1.65K +$1.65K +33 New
TWC
770
TD Waterhouse Canada
Ontario, Canada
$1.51K +$1.51K +30 New
SIS
771
Strategic Investment Solutions
Illinois
$1.47K +$1.47K +28 New
AIC
772
Archer Investment Corporation
Indiana
$1.41K – – –
SWM
773
Sanctuary Wealth Management
Idaho
$804 – – –
AFS
774
Annapolis Financial Services
Maryland
$754 – – –
WCAMG
775
Woodard & Company Asset Management Group
North Carolina
$680 -$97 -2 -13%
29 30
31
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