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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 %
SW
751
SVB Wealth
Massachusetts
$287K +$287K +5,128 New
AF
752
Allworth Financial
California
$285K +$13.4K +239 +5%
IA
753
Inspire Advisors
Idaho
$283K -$78.2K -1,399 -22%
FA
754
FF Advisors
California
$280K +$280K +5,008 New
IWA
755
Inspirion Wealth Advisors
Illinois
$275K +$222 +4 +0.1%
CA
756
Claris Advisors
Missouri
$274K – – –
HWA
757
Heartwood Wealth Advisors
Virginia
$273K – – –
Jones Financial Companies
758
Jones Financial Companies
Missouri
$272K +$272K +4,873 New
SRB
759
Shotwell Rutter Baer
Michigan
$271K +$271K +4,840 New
SW
760
SMART Wealth
Nebraska
$271K +$271K +4,847 New
SGK
761
Steigerwald Gordon & Koch
Virginia
$269K – – –
KPWS
762
Kestra Private Wealth Services
Texas
$262K +$13.9K +249 +6%
WIM
763
Westside Investment Management
California
$259K – – –
EMAM
764
Encompass More Asset Management
California
$257K +$257K +4,599 New
KWA
765
Kingswood Wealth Advisors
California
$256K +$256K +4,586 New
PA
766
Pineridge Advisors
Missouri
$256K +$256K +4,580 New
Focus Partners Wealth
767
Focus Partners Wealth
Massachusetts
$256K +$256K +4,587 New
MG
768
Mather Group
Illinois
$256K -$70.4K -1,260 -22%
SEI Investments
769
SEI Investments
Pennsylvania
$255K -$224 -4 -0.1%
3AM
770
3EDGE Asset Management
Florida
$255K +$38.6K +691 +18%
TCMP
771
Thrive Capital Management (Pennsylvania)
Pennsylvania
$253K +$335 +6 +0.1%
TPA
772
Trivium Point Advisory
Connecticut
$251K +$7.99K +143 +3%
CSIA
773
Charles Schwab Investment Advisory
California
$251K +$251K +4,495 New
TCWM
774
Total Clarity Wealth Management
Illinois
$250K -$839 -15 -0.3%
CFAM
775
Center For Asset Management
Florida
$250K -$33.6K -602 -12%
29 30
31
32 33