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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

779 hedge funds and large institutions have $14.8B invested in SPDR Portfolio S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 367 increasing their positions, 252 reducing their positions, and 46 closing their positions.

Holders
779
Holders Change
+20
Holders Change %
+2.64%
% of All Funds
12.42%
Holding in Top 10
163
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.82%
% of All Funds
2.6%
New
77
Increased
367
Reduced
252
Closed
46
Calls
$14.4M
Puts
$5.18M
Net Calls
+$9.21M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$365M
4
OIA
4
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
5
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$386M
2
DJSG
2
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
3
Brookstone Capital Management
Illinois
$107M
4
DCM
4
Davidson Capital Management
Texas
$38M
5
EWA
5
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$35.5M +$3.36M +66,932 +10%
DAS
77
Dynamic Advisor Solutions
Arizona
$35.2M +$905K +18,015 +3%
PAS
78
Park Avenue Securities
New York
$35.1M +$1.45M +28,814 +4%
GIA
79
Gladstone Institutional Advisory
Florida
$34.8M -$14.4M -287,171 -29%
AWE
80
Avidian Wealth Enterprises
Texas
$34.5M +$3.44M +68,398 +11%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$34.2M +$30.5M +606,043 +806%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$34.2M +$878K +17,464 +3%
DLIC
83
Daido Life Insurance Company
Japan
$33.6M +$33.6M +669,441 New
MFG
84
Merit Financial Group
Georgia
$31.9M +$830K +16,510 +3%
UBS Group
85
UBS Group
Switzerland
$31.7M +$1.28M +25,437 +4%
SCA
86
Snowden Capital Advisors
New York
$31.5M -$457K -9,096 -1%
CWM
87
Cahaba Wealth Management
Georgia
$30.1M -$404K -8,033 -1%
MML Investors Services
88
MML Investors Services
Massachusetts
$30.1M -$844K -16,786 -3%
BFG
89
Buttonwood Financial Group
Missouri
$29.9M -$1.74M -35,456 -5%
AA
90
Advisory Alpha
Michigan
$29.3M -$3.52M -70,024 -11%
MGIA
91
Moneta Group Investment Advisors
Missouri
$29.1M -$139K -2,774 -0.5%
WAOI
92
Wealth Advisors of Iowa
Iowa
$28.5M -$802K -15,952 -3%
EWM
93
Executive Wealth Management
Michigan
$28.3M +$5.48M +109,113 +24%
AG
94
Ascent Group
Virginia
$28.1M +$2.23M +43,636 +9%
C1AG
95
Client 1st Advisory Group
Florida
$27.9M -$3.29M -65,402 -11%
PWG
96
Private Wealth Group
Florida
$27.9M +$14.3M +285,260 +106%
KP
97
Keel Point
Alabama
$27.7M -$804 -16 -0%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$27.3M +$990K +19,691 +4%
CWM
99
Cornerstone Wealth Management
Missouri
$26.2M +$911K +18,129 +4%
NRI
100
NFP Retirement Inc
California
$26.2M -$9.28M -184,735 -26%
2 3
4
5 6