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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

759 hedge funds and large institutions have $13.3B invested in SPDR Portfolio S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 325 increasing their positions, 244 reducing their positions, and 32 closing their positions.

Holders
759
Holders Change
+65
Holders Change %
+9.37%
% of All Funds
11.97%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.48%
New
103
Increased
325
Reduced
244
Closed
32
Calls
$18.1M
Puts
$25.5M
Net Calls
-$7.46M
Net Calls Change
-$7.06M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$292M
2
LPL Financial
2
LPL Financial
California
$1.07B
3
SWM
3
SigFig Wealth Management
California
$124M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$222M
5
SMM
5
Stadion Money Management
Georgia
$551M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
2
KWB Wealth
California
$67M
3
ACM
3
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
4
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
5
Core Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$34.8M +$4.91M +94,131 +16%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$34.6M +$1.14M +21,804 +3%
BFG
78
Buttonwood Financial Group
Missouri
$34.4M -$2.25M -42,078 -6%
AA
79
Advisory Alpha
Michigan
$34M +$10.8M +207,170 +46%
GLA
80
Good Life Advisors
Pennsylvania
$33.4M +$840K +16,111 +3%
SCA
81
Snowden Capital Advisors
New York
$33.1M +$1.22M +23,399 +4%
CWM
82
CCG Wealth Management
California
$32.8M -$2.34M -44,998 -7%
C1AG
83
Client 1st Advisory Group
Florida
$32.3M -$4.24M -81,389 -12%
MFG
84
Merit Financial Group
Georgia
$32.3M +$1.16M +22,323 +4%
AWE
85
Avidian Wealth Enterprises
Texas
$32.2M +$5.72M +109,745 +22%
MML Investors Services
86
MML Investors Services
Massachusetts
$32.1M +$7.02M +134,777 +28%
JWM
87
Jackson Wealth Management
Florida
$31.9M +$31.9M +612,794 New
CWM
88
Cahaba Wealth Management
Georgia
$31.7M +$1.01M +19,469 +3%
UBS Group
89
UBS Group
Switzerland
$31.6M -$643K -12,337 -2%
WAOI
90
Wealth Advisors of Iowa
Iowa
$30.4M +$11.1M +213,071 +58%
MGIA
91
Moneta Group Investment Advisors
Missouri
$30.3M +$264K +5,057 +0.9%
WAS
92
Wealth Advisory Solutions
Indiana
$29.4M -$161K -3,083 -0.5%
KAS
93
Kestra Advisory Services
Texas
$29M +$19.5M +374,306 +205%
KP
94
Keel Point
Alabama
$28.7M – – –
AIM
95
Astor Investment Management
Illinois
$27.7M -$2.98M -57,143 -10%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$27.3M +$859K +16,488 +3%
AG
97
Ascent Group
Virginia
$26.8M +$5.97M +113,119 +29%
CCFM
98
Clear Creek Financial Management
Washington
$26.7M -$2.31M -44,238 -8%
CWM
99
Cornerstone Wealth Management
Missouri
$26.2M +$1M +19,286 +4%
AFG
100
Affinia Financial Group
Massachusetts
$25.3M -$1.53M -28,803 -6%
2 3
4
5 6