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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 %
AFS
826
Annapolis Financial Services
Maryland
$144K +$143K +2,564 +17,093%
AWM
827
Able Wealth Management
New Jersey
$137K +$137K +2,453 New
WCM
828
Winthrop Capital Management
Indiana
$132K +$132K +2,368 New
CP
829
Castleview Partners
Texas
$127K +$27.5K +492 +28%
GWS
830
Glassman Wealth Services
Virginia
$123K -$839 -15 -0.7%
KFS
831
Kelly Financial Services
Massachusetts
$121K -$11.1K -198 -8%
HWP
832
Highline Wealth Partners
California
$119K – – –
PFM
833
Phillips Financial Management
Indiana
$113K +$113K +2,025 New
S
834
SignatureFD
Georgia
$113K -$559 -10 -0.5%
HNB
835
Huntington National Bank
Ohio
$112K -$101K – –
ITIM
836
Indiana Trust & Investment Management
Indiana
$112K – – –
VAG
837
VisionPoint Advisory Group
Texas
$109K +$15.1K +271 +16%
GT
838
Glenmede Trust
Pennsylvania
$107K +$107K +1,915 New
NFSG
839
Newbridge Financial Services Group
Florida
$103K +$168 +3 +0.2%
FCG
840
Financial Connections Group
California
$102K – – –
WCAMG
841
Woodard & Company Asset Management Group
North Carolina
$101K +$99.8K +1,785 +12,750%
MRCM
842
M&R Capital Management
New Jersey
$99.7K +$44.8K +801 +81%
CA
843
Clearstead Advisors
Ohio
$97.5K -$96.8K -1,732 -50%
GWM
844
Grand Wealth Management
Michigan
$96.1K – – –
MFA
845
McClarren Financial Advisors
Pennsylvania
$80K +$333 +6 +0.4%
FMII
846
Farmers & Merchants Investments Inc
Nebraska
$72.7K – – –
CT
847
Colonial Trust
South Carolina
$62.6K – – –
MHR
848
Matthew Hamilton Rosenberg
$62.3K -$280 -5 -0.4%
OP
849
ORG Partners
Indiana
$62.2K +$34.8K +623 +127%
PAG
850
Paladin Advisory Group
Iowa
$61.3K -$8.94K -160 -13%
32 33
34
35 36