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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

694 hedge funds and large institutions have $10.7B invested in SPDR Portfolio S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 294 increasing their positions, 234 reducing their positions, and 59 closing their positions.

Holders
694
Holders Change
–
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
142
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.07%
% of All Funds
2.27%
New
75
Increased
294
Reduced
234
Closed
59
Calls
$28.9M
Puts
$29.3M
Net Calls
-$398K
Net Calls Change
-$16.6M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$863M
2
OIA
2
OneDigital Investment Advisors
Kansas
$165M
3
ACG
3
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MWM
2
Moran Wealth Management
Florida
$0
3
BlackRock
3
BlackRock
New York
$152K
4
TC
4
Trilogy Capital
California
$1.17M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$827
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
76
Wealth Advisory Solutions
Indiana
$27.3M +$201K +4,171 +0.7%
CCFM
77
Clear Creek Financial Management
Washington
$26.8M +$12.4M +257,029 +86%
GVAG
78
Great Valley Advisor Group
Delaware
$26.6M -$3.19M -66,301 -11%
KP
79
Keel Point
Alabama
$26.5M – – –
SB
80
Strategic Blueprint
Georgia
$26.5M -$7.3M -151,600 -22%
LFAS
81
Level Four Advisory Services
Texas
$26.2M +$2.43M +50,529 +10%
GIA
82
Gladstone Institutional Advisory
Florida
$26.1M +$856K +17,773 +3%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$26M +$26M +539,213 New
NA
84
NewEdge Advisors
Louisiana
$24.9M +$7.27M +150,914 +41%
AFG
85
Affinia Financial Group
Massachusetts
$24.6M -$3.51M -72,277 -12%
AWE
86
Avidian Wealth Enterprises
Texas
$24.5M +$17M +353,984 +229%
KAM
87
Knightsbridge Asset Management
California
$24.4M +$1.73M +35,871 +8%
CWM
88
Cornerstone Wealth Management
Missouri
$23.3M +$23.3M +483,557 New
MML Investors Services
89
MML Investors Services
Massachusetts
$23.2M -$4.12M -85,471 -15%
NA
90
Nottingham Advisors
New York
$22M -$1.21M -25,124 -5%
TA
91
Tectonic Advisors
Texas
$21.8M +$1.47M +30,517 +7%
AA
92
Advisory Alpha
Michigan
$21.5M +$218K +4,518 +1%
EWM
93
Executive Wealth Management
Michigan
$21.2M +$1.47M +30,523 +7%
FFN
94
Focus Financial Network
Minnesota
$21M +$414K +8,597 +2%
PA
95
PSI Advisors
Florida
$20.4M +$1.1M +22,778 +6%
MFA
96
Mayflower Financial Advisors
Massachusetts
$20.1M +$3.04M +63,070 +18%
DAS
97
Dynamic Advisor Solutions
Arizona
$20M +$14.1M +292,323 +236%
LEFP
98
Leading Edge Financial Planning
Tennessee
$19.7M +$4.35M +90,432 +28%
SFP
99
Strategic Financial Partners
Oregon
$19.5M +$1.58M +32,746 +9%
PWM
100
Penobscot Wealth Management
Maine
$19.1M -$1.25M -25,917 -6%
2 3
4
5 6