SPLG icon

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 %
Invesco
801
Invesco
Georgia
$218K -$22.1K -395 -9%
LWM
802
LongView Wealth Management
Georgia
$217K +$217K +3,893 New
JWA
803
JFS Wealth Advisors
Pennsylvania
$216K -$93.2K -1,667 -30%
SBIA
804
Sheaff Brock Investment Advisors
Indiana
$214K +$214K +3,825 New
GSWM
805
Greenup Street Wealth Management
Michigan
$214K -$436K -7,802 -67%
MCA
806
MSH Capital Advisors
Arizona
$212K -$36.6K -655 -15%
HSWS
807
Higgins & Schmidt Wealth Strategies
Colorado
$212K +$212K +3,785 New
IPW
808
Impact Partnership Wealth
Georgia
$207K +$35K +626 +20%
CJ
809
Caitlin John
Michigan
$207K +$207K +3,694 New
OSAM
810
O'Shaughnessy Asset Management
Connecticut
$205K -$53.4K -955 -21%
Wealthfront Advisers
811
Wealthfront Advisers
California
$203K +$203K +3,632 New
FMI
812
F/M Investments
District of Columbia
$203K -$289K -5,170 -59%
FTA
813
Financial & Tax Architects
Missouri
$203K +$203K +3,631 New
SSB
814
Sandy Spring Bank
Maryland
$203K +$503 +9 +0.2%
IP
815
Ignite Planners
California
$203K +$203K +3,644 New
BWM
816
BCGM Wealth Management
Indiana
$201K +$201K +3,604 New
ACA
817
Aspire Capital Advisors
Washington
$200K +$200K +3,581 New
PPWM
818
PFG Private Wealth Management
Florida
$197K +$26.6K +476 +16%
OCM
819
Orion Capital Management
California
$196K – – –
CHA
820
Carmichael Hill & Associates
Maryland
$187K -$63.6K -1,137 -25%
AIM
821
Arcadia Investment Management
Michigan
$186K -$57.3K -1,025 -24%
PB
822
Pinnacle Bancorp
Nebraska
$174K +$24.5K +439 +16%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$156K – – –
Franklin Resources
824
Franklin Resources
California
$151K +$9.89K +177 +7%
PWM
825
Provident Wealth Management
Tennessee
$150K – – –
31 32
33
34 35