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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.

New
Increased
Maintained
Reduced
Closed
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 %
AG
101
Ascent Group
Virginia
$19M +$262K +5,449 +1%
RWA
102
Rooted Wealth Advisors
Illinois
$18.8M -$425K -8,768 -2%
RIS
103
Retirement Income Solutions
Michigan
$18.3M +$1.5M +31,248 +9%
SFA
104
Sequoia Financial Advisors
Ohio
$18.1M -$195K -4,045 -1%
AFP
105
Ausdal Financial Partners
Iowa
$18.1M -$221K -4,588 -1%
WAOI
106
Wealth Advisors of Iowa
Iowa
$17.8M +$3.88M +80,669 +28%
SWM
107
Sugarloaf Wealth Management
Georgia
$17.7M +$531K +11,037 +3%
WCM
108
Windsor Capital Management
Arizona
$17.3M -$277K -5,761 -2%
AWS
109
Atria Wealth Solutions
New York
$17.2M +$344K +7,144 +2%
SGI
110
Summit Global Investments
Utah
$17.1M +$5.77M +119,814 +51%
MHWM
111
Montz Harcus Wealth Management
Louisiana
$17M +$450K +9,341 +3%
AWM
112
Adams Wealth Management
Utah
$16.6M -$5M -103,891 -23%
HFA
113
Highland Financial Advisors
New Jersey
$16.6M +$267K +5,549 +2%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$16.4M +$1.07M +22,287 +7%
US Bancorp
115
US Bancorp
Minnesota
$16.2M +$916K +19,019 +6%
BOSSRA
116
B.O.S.S. Retirement Advisors
Utah
$16.1M -$2.41M -50,013 -13%
FZCM
117
Flynn Zito Capital Management
New York
$16M +$1.96M +40,675 +14%
SFG
118
StrategIQ Financial Group
Indiana
$15.4M -$211K -4,384 -1%
VCM
119
Vivaldi Capital Management
Illinois
$15.3M -$1.46M -30,304 -9%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$15M +$585K +12,149 +4%
VPP
121
Vertex Planning Partners
Illinois
$14.8M +$5.08M +105,518 +52%
T
122
TNF
Montana
$14.2M -$156K -3,199 -1%
CWA
123
Core Wealth Advisors
Florida
$14.2M +$14.2M +294,114 New
CA
124
CSM Advisors
Pennsylvania
$14.1M +$8.93M +185,517 +172%
RA
125
RFG Advisory
Alabama
$14.1M +$23.5K +489 +0.2%
3 4
5
6 7