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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 %
CWP
776
Concord Wealth Partners
Virginia
$603 -$36.3K -722 -98%
NSG
777
Nalls Sherbakoff Group
Tennessee
$516 – – –
OIA
778
Optimum Investment Advisors
Illinois
$503 – – –
MCM
779
Manchester Capital Management
Vermont
$503 +$402 +8 +400%
VCM
780
Versant Capital Management
Arizona
$462 – – –
PGAM
781
Princeton Global Asset Management
New Jersey
$302 +$101 +2 +50%
TI
782
Tidal Investments
Wisconsin
– -$12.7M -244,492 Closed
NWM
783
NEIRG Wealth Management
Massachusetts
– -$11.9M -227,917 Closed
V
784
Veritable
Delaware
– -$8.45M -162,190 Closed
WP
785
WealthSource Partners
California
– -$2.57M -49,301 Closed
Renaissance Technologies
786
Renaissance Technologies
New York
– -$2.43M -46,700 Closed
FAAM
787
First Ascent Asset Management
Colorado
– -$1.45M -27,909 Closed
Jane Street
788
Jane Street
New York
– -$1.36M -26,109 Closed
JFG
789
Jefferies Financial Group
New York
– -$1.29M -24,823 Closed
Lido Advisors
790
Lido Advisors
California
– -$800K -15,351 Closed
TI
791
Trexquant Investment
Connecticut
– -$752K -14,422 Closed
MAWAG
792
Mid-American Wealth Advisory Group
Missouri
– -$731K -13,943 Closed
IIC
793
Integrated Investment Consultants
Michigan
– -$537K -10,300 Closed
ARC
794
Advisor Resource Council
Texas
– -$496K -9,517 Closed
CBFP
795
Cedar Brook Financial Partners
Ohio
– -$480K -9,217 Closed
CWM
796
Centric Wealth Management
Illinois
– -$419K -8,110 Closed
BSG
797
Black Swift Group
Colorado
– -$376K -7,210 Closed
Rockefeller Capital Management
798
Rockefeller Capital Management
New York
– -$371K -7,123 Closed
BWM
799
Brown Wealth Management
Illinois
– -$358K -6,876 Closed
IC
800
Innealta Capital
Texas
– -$358K -6,865 Closed
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32
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