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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 %
CWC
876
Carolinas Wealth Consulting
North Carolina
$23.8K – – –
BOC
877
Bull Oak Capital
California
$22.4K -$18.7M -334,724 -100%
Amundi
878
Amundi
France
$22.1K – – –
TFA
879
Toth Financial Advisory
Virginia
$22K – – –
AIMA
880
Ables Iannone Moore & Associates
Georgia
$22K +$22K +394 New
CCA
881
Criterion Capital Advisors
Tennessee
$20.8K +$20.8K +372 New
HIA
882
Harbor Investment Advisory
Maryland
$20.3K +$17.3K +310 +585%
IHWM
883
Iron Horse Wealth Management
Iowa
$18.3K +$18.3K +327 New
TAM
884
Tucker Asset Management
Colorado
$16K +$1.17K +21 +8%
BWP
885
Baldwin Wealth Partners
Massachusetts
$14.8K – – –
APW
886
Atlantic Private Wealth
North Carolina
$14.7K +$56 +1 +0.4%
BCA
887
Bray Capital Advisors
Florida
$14.5K – – –
FWP
888
FAS Wealth Partners
Kansas
$14.3K +$14.3K +256 New
HWM
889
HighMark Wealth Management
Minnesota
$13.5K +$13.5K +241 New
GWSG
890
GPS Wealth Strategies Group
Colorado
$13.4K -$37.7K -676 -74%
PA
891
Parallel Advisors
California
$13K -$46.7K -836 -78%
GJIA
892
Glass Jacobson Investment Advisors
Maryland
$11.1K – – –
HB
893
Horizon Bancorp
Indiana
$11K -$6.12K -109 -36%
DF
894
Dunhill Financial
United Kingdom
$10.3K +$10.3K +184 New
VWWMG
895
Vermillion & White Wealth Management Group
Pennsylvania
$10.1K +$10.1K +181 New
BHWM
896
Bay Harbor Wealth Management
Maryland
$9.45K -$39.8K -712 -81%
AWM
897
AllSquare Wealth Management
New York
$8.94K – – –
EWM
898
EPG Wealth Management
Georgia
$8.2K +$4.42K +76 +117%
PCA
899
Providence Capital Advisors
North Carolina
$6.99K -$102K -1,819 -94%
CT
900
Cambridge Trust
Massachusetts
$5.42K – – –
34 35
36
37 38