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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 Market Value Shares Shares
Change 		Shares
Change %
ACA
76
Aptus Capital Advisors
Alabama
$48M 858,433 -220,158 -20%
ODG
77
O'Dell Group
Ohio
$47.9M 856,094 -15,247 -2%
WANY
78
Wealthspire Advisors (New York)
New York
$46.7M 834,599 -20,385 -2%
BFA
79
Brown Financial Advisory
Alabama
$46.6M 833,733 -1,408 -0.2%
IF
80
Intrua Financial
Texas
$45.4M 812,416 +812,416 New
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$44.7M 799,446 +118,187 +17%
CCFM
82
Clear Creek Financial Management
Washington
$43.1M 771,107 +374,763 +95%
DCM
83
Davidson Capital Management
Texas
$42.9M 767,049 +10,938 +1%
AI
84
Auour Investments
Massachusetts
$42.6M 747,088 +7,748 +1%
PWG
85
Private Wealth Group
Florida
$42.6M 761,276 +206,477 +37%
IWP
86
IAG Wealth Partners
Wisconsin
$41M 733,939 +1,528 +0.2%
GLA
87
Good Life Advisors
Pennsylvania
$41M 733,775 +26,767 +4%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$40.5M 724,482 +181,509 +33%
DAS
89
Dynamic Advisor Solutions
Arizona
$39.9M 724,440 +24,397 +3%
PAS
90
Park Avenue Securities
New York
$39.5M 706,217 +8,785 +1%
SFA
91
Sequoia Financial Advisors
Ohio
$39M 696,880 +358,038 +106%
UBS Group
92
UBS Group
Switzerland
$38.8M 694,665 +62,965 +10%
FEG
93
Financial Enhancement Group
Indiana
$38.7M 697,160 -17,029 -2%
State Street
94
State Street
Massachusetts
$38.6M 690,800 +690,800 New
FFN
95
Focus Financial Network
Minnesota
$38.6M 690,604 +177,977 +35%
PWH
96
Priebe Wealth Holdings
Minnesota
$38.6M 689,840 +689,840 New
CWM
97
CCG Wealth Management
California
$38.2M 682,684 -111,452 -14%
FFWA
98
Forthright Family Wealth Advisory
Texas
$37.8M 676,127 +676,127 New
DLIC
99
Daido Life Insurance Company
Japan
$37.4M 669,441 – –
MW
100
Maia Wealth
Colorado
$36.4M 651,315 +651,315 New
2 3
4
5 6