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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 Market Value Shares Shares
Change 		Shares
Change %
NA
101
Nottingham Advisors
New York
$24.8M 476,598 +20,561 +5%
LEFP
102
Leading Edge Financial Planning
Tennessee
$24.6M 472,615 +64,079 +16%
TA
103
Tectonic Advisors
Texas
$24.5M 470,422 +16,690 +4%
CWG
104
Crown Wealth Group
North Carolina
$23.8M 457,368 +314,747 +221%
EWM
105
Executive Wealth Management
Michigan
$23.6M 453,794 +13,883 +3%
FFN
106
Focus Financial Network
Minnesota
$23.3M 446,613 +9,777 +2%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$22.5M 432,371 +238,027 +122%
SFP
108
Strategic Financial Partners
Oregon
$22.4M 429,715 +24,287 +6%
GAG
109
Goodman Advisory Group
Massachusetts
$22.3M 427,069 +427,069 New
PA
110
PSI Advisors
Florida
$21.8M 419,048 -5,418 -1%
SB
111
Strategic Blueprint
Georgia
$21.4M 410,794 -139,584 -25%
PWM
112
Penobscot Wealth Management
Maine
$20.8M 398,627 +1,906 +0.5%
RIS
113
Retirement Income Solutions
Michigan
$20.2M 387,135 +6,080 +2%
IA
114
IFP Advisors
Florida
$19.5M 375,080 +2,173 +0.6%
SWM
115
Sugarloaf Wealth Management
Georgia
$19.4M 372,109 +4,375 +1%
MFA
116
Mayflower Financial Advisors
Massachusetts
$19.4M 371,393 -46,208 -11%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$18.9M 362,936 +10,595 +3%
SFA
118
Sequoia Financial Advisors
Ohio
$18.6M 356,221 -19,565 -5%
AWS
119
Atria Wealth Solutions
New York
$18.2M 350,192 -7,181 -2%
WCM
120
Windsor Capital Management
Arizona
$18.1M 348,227 -11,133 -3%
ATPW
121
Ashton Thomas Private Wealth
Arizona
$18.1M 346,560 +34,942 +11%
VPP
122
Vertex Planning Partners
Illinois
$18M 345,908 +39,027 +13%
FZCM
123
Flynn Zito Capital Management
New York
$17.9M 342,792 +11,080 +3%
MFT
124
Moisand Fitzgerald Tamayo
Florida
$17.8M 341,929 +328 +0.1%
AFP
125
Ausdal Financial Partners
Iowa
$17.6M 337,503 -37,443 -10%
3 4
5
6 7