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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 %
BFEC
851
Benjamin F. Edwards & Company
Missouri
$60K +$60K +1,065 New
TSWM
852
Tyler-Stone Wealth Management
Ohio
$58.7K +$36.3K +650 +163%
WAS
853
Winch Advisory Services
Wisconsin
$52.8K +$224 +4 +0.4%
ST
854
Smithfield Trust
Pennsylvania
$52K – – –
S
855
Sachetta
Massachusetts
$49.6K +$49.6K +888 New
BA
856
Ballast Advisors
Minnesota
$49.4K -$103K -1,850 -68%
PWMG
857
Prestige Wealth Management Group
New Jersey
$47.7K – – –
SL
858
Salomon & Ludwin
Virginia
$46.5K – – –
CPA
859
Cardiff Park Advisors
California
$44.2K -$28K -500 -39%
SAM
860
Smartleaf Asset Management
Massachusetts
$42.9K +$42.9K +765 New
CAM
861
Creekmur Asset Management
Illinois
$42.3K +$42.3K +757 New
CSC
862
Caldwell Sutter Capital
California
$41.8K – – –
SIS
863
Sound Income Strategies
Florida
$39.9K -$54.3K -971 -58%
DAC
864
Dividend Assets Capital
South Carolina
$39K – – –
RS
865
Rakuten Securities
Japan
$35.4K +$35.4K +634 New
VWM
866
Venturi Wealth Management
Texas
$34.7K – – –
TVWM
867
Tower View Wealth Management
Wisconsin
$34K +$27.4K +496 +417%
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.2K -$59.1K -1,176 -64%
WWM
869
Wolff Wiese Magana
California
$31.5K – – –
CCM
870
Chilton Capital Management
Texas
$31.5K +$31.5K +563 New
TFGT
871
TS Financial Group (TSFG)
Illinois
$31K +$22.3K +396 +255%
Barclays
872
Barclays
United Kingdom
$28K – – –
ACA
873
Atlas Capital Advisors
Wyoming
$28K +$28K +500 New
FWM
874
Focused Wealth Management
New York
$27.7K +$8.82K +158 +47%
AA
875
Ancora Advisors
Ohio
$24.3K -$365K -6,521 -94%
33 34
35
36 37