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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 Market Value Shares Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$25.8M 512,627 +66,014 +15%
CWG
102
Crown Wealth Group
North Carolina
$25.5M 508,315 +50,947 +11%
AIM
103
Astor Investment Management
Illinois
$24.6M 489,237 -42,647 -8%
LEFP
104
Leading Edge Financial Planning
Tennessee
$24M 478,134 +5,519 +1%
PA
105
PSI Advisors
Florida
$23.3M 463,986 +44,938 +11%
AAG
106
Armstrong Advisory Group
Massachusetts
$22.9M 456,219 +258,542 +131%
SFP
107
Strategic Financial Partners
Oregon
$22.9M 455,955 +26,240 +6%
SB
108
Strategic Blueprint
Georgia
$21.4M 426,187 +15,393 +4%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$20.7M 411,614 -20,757 -5%
DWM
110
Denver Wealth Management
Colorado
$20.7M 411,612 +149,048 +57%
IA
111
IFP Advisors
Florida
$20.4M 406,718 +31,638 +8%
VPP
112
Vertex Planning Partners
Illinois
$20.4M 406,038 +60,130 +17%
US Bancorp
113
US Bancorp
Minnesota
$20M 397,462 +62,849 +19%
PWM
114
Penobscot Wealth Management
Maine
$19.9M 396,799 -1,828 -0.5%
CCFM
115
Clear Creek Financial Management
Washington
$19.9M 396,344 -115,092 -23%
RIS
116
Retirement Income Solutions
Michigan
$19.3M 384,934 -2,201 -0.6%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$18.8M 374,614 +11,678 +3%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$18.8M 372,771 +82,665 +28%
NA
119
Nottingham Advisors
New York
$18.8M 469,740 -6,858 -1%
AWS
120
Atria Wealth Solutions
New York
$18.5M 367,245 +17,053 +5%
HI
121
Harbour Investments
Wisconsin
$18.1M 360,945 +34,394 +11%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$18M 358,294 +11,734 +3%
GAG
123
Goodman Advisory Group
Massachusetts
$18M 357,265 -69,804 -16%
SWM
124
Sugarloaf Wealth Management
Georgia
$17.9M 355,378 -16,731 -4%
TWM
125
Tradition Wealth Management
Minnesota
$17.7M 351,293 +59,334 +20%
3 4
5
6 7