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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.

Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.48%
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
1
Morgan Stanley
New York
$685M
2
LPL Financial
2
LPL Financial
California
$1.53B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$470M
4
ACM
4
Advance Capital Management
Michigan
$333M
5
Bank of America
5
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
1
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
3
Brookstone Capital Management
Illinois
$84.4M
4
SWM
4
SigFig Wealth Management
California
$98.7M
5
SMM
5
Stadion Money Management
Georgia
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
– -$911K -18,126 Closed
Wolverine Trading
927
Wolverine Trading
Illinois
– -$523K -10,400 Closed
NIC
928
Northwest Investment Counselors
Oregon
– -$512K -10,187 Closed
SFO
929
Stokes Family Office
Louisiana
– -$454K -9,036 Closed
KA
930
Kure Advisory
Minnesota
– -$399K -7,941 Closed
CAM
931
Cresset Asset Management
Illinois
– -$382K -7,596 Closed
CFS
932
Commonwealth Financial Services
West Virginia
– -$365K -7,253 Closed
AWA
933
Aaron Wealth Advisors
Illinois
– -$235K -4,669 Closed
EWA
934
EP Wealth Advisors
California
– -$234K -4,656 Closed
TA
935
TFB Advisors
Kansas
– -$229K -4,549 Closed
BCM
936
BluePath Capital Management
Georgia
– -$60.3K -1,199 Closed
HWA
937
HHM Wealth Advisors
Tennessee
– -$55.3K -1,100 Closed
RIA
938
Realta Investment Advisors
Delaware
– -$47.4K -909 Closed
SCA
939
Stonebridge Capital Advisors
Minnesota
– -$14.2K -282 Closed
HFS
940
Hantz Financial Services
Michigan
– -$13K -255 Closed
SIC
941
Salem Investment Counselors
North Carolina
– -$12.1K -241 Closed
PCMC
942
Private Capital Management (Colorado)
Colorado
– -$9.8K -195 Closed
PAI
943
Pittenger & Anderson Inc
Nebraska
– -$5.13K -102 Closed
DF
944
DecisionPoint Financial
Arizona
– -$3.92K -78 Closed
FP
945
Financial Perspectives
Minnesota
– -$2.16K -43 Closed
MA
946
MCF Advisors
Kentucky
– -$2.01K -40 Closed
TWC
947
TD Waterhouse Canada
Ontario, Canada
– -$1.51K -30 Closed
SIS
948
Strategic Investment Solutions
Illinois
– -$1.47K -28 Closed
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