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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
$685M
2
LPL Financial
LPL Financial
California
$1.53B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$470M
4
ACM
Advance Capital Management
Michigan
$333M
5
Bank of America
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
Brookstone Capital Management
Illinois
$84.4M
4
SWM
SigFig Wealth Management
California
$98.7M
5
SMM
Stadion Money Management
Georgia
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
776
Thoroughbred Financial Services
Tennessee
$249K +$249K +4,471 New
SWIG
777
Strategic Wealth Investment Group
Kentucky
$248K -$63.3K -1,133 -20%
ODFS
778
O'Donnell Financial Services
California
$247K – – –
W
779
Wealthquest
Ohio
$247K -$88.3K -1,579 -26%
SPI
780
Santori & Peters Inc
Pennsylvania
$246K – – –
WA
781
Wealth Alliance
New York
$243K +$243K +4,341 New
Deutsche Bank
782
Deutsche Bank
Germany
$241K +$241K +4,312 New
TWP
783
Tempus Wealth Planning
California
$241K -$9.67K -173 -4%
CAMG
784
CWA Asset Management Group
Florida
$241K – – –
RWB
785
RMR Wealth Builders
New Jersey
$241K +$241K +4,310 New
RIM
786
Rockbridge Investment Management
New York
$240K +$240K +4,302 New
GW
787
GW & Wade
Massachusetts
$240K – – –
CA
788
Calton & Associates
Florida
$239K +$239K +4,270 New
ATC
789
Argent Trust Co
Tennessee
$235K +$235K +4,209 New
Empower Advisory Group
790
Empower Advisory Group
Colorado
$235K +$235K +4,205 New
VCP
791
Verus Capital Partners
Arizona
$232K -$19.1K -341 -8%
OBWG
792
Onyx Bridge Wealth Group
New York
$231K +$231K +4,125 New
FDS
793
Freedom Day Solutions
Texas
$230K – – –
FFW
794
Fusion Family Wealth
New York
$225K – – –
RBC
795
Romano Brothers & Co
Illinois
$224K – – –
GIA
796
Guyasuta Investment Advisors
Pennsylvania
$222K +$222K +3,976 New
WIM
797
WealthPlan Investment Management
Nebraska
$222K +$222K +3,971 New
BlackRock
798
BlackRock
New York
$220K +$17.8K +319 +9%
HAC
799
Harbor Advisory Corp
New Hampshire
$220K +$220K +3,936 New
PCS
800
Private Client Services
Kentucky
$220K +$220K +3,931 New
30 31
32
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