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 %
FCA
901
FinTrust Capital Advisors
South Carolina
$4.36K – – –
EW
902
Element Wealth
Mississippi
$3.63K – – –
CSWM
903
Cassady Schiller Wealth Management
Ohio
$3.63K +$3.63K +65 New
GEA
904
Glen Eagle Advisors
New Jersey
$3.24K – – –
TFA
905
Transamerica Financial Advisors
Florida
$3K -$4.42K -56 -60%
OC
906
Oakworth Capital
Alabama
$2.96K – – –
SC
907
SouthState Corp
Florida
$2.85K +$2.85K +51 New
AAP
908
Arax Advisory Partners
Colorado
$2.8K -$18.4K -329 -87%
NRG
909
Nemes Rush Group
Michigan
$2.52K – – –
AIP
910
Ameritas Investment Partners
Nebraska
$2.4K – – –
NC
911
NewSquare Capital
Pennsylvania
$2.18K -$79K -1,414 -97%
HGERS
912
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
DCM
913
Davis Capital Management
Florida
$1.17K +$1.17K +21 New
SWM
914
Sanctuary Wealth Management
Idaho
$894 – – –
NSG
915
Nalls Sherbakoff Group
Tennessee
$576 – – –
MCM
916
Manchester Capital Management
Vermont
$562 – – –
OIA
917
Optimum Investment Advisors
Illinois
$559 – – –
VCM
918
Versant Capital Management
Arizona
$516 – – –
PGAM
919
Princeton Global Asset Management
New Jersey
$335 – – –
YAL
920
Your Advocates Ltd
Texas
$56 -$12K -215 -100%
WAS
921
Wealth Advisory Solutions
Indiana
– -$13.3M -265,093 Closed
CWA
922
Centennial Wealth Advisory
Michigan
– -$8.44M -167,852 Closed
G
923
GenTrust
Florida
– -$3M -59,680 Closed
CWM
924
Congress Wealth Management
Massachusetts
– -$2.78M -55,218 Closed
TRCT
925
Tower Research Capital (TRC)
New York
– -$2.48M -49,441 Closed
34 35 36
37
38