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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 %
GIA
101
Gladstone Institutional Advisory
Florida
$36.3M 648,552 -44,793 -6%
SCA
102
Snowden Capital Advisors
New York
$35.5M 635,432 +8,862 +1%
AG
103
Ascent Group
Virginia
$35.1M 595,587 +43,870 +8%
MFG
104
Merit Financial Group
Georgia
$34.6M 619,024 -16,471 -3%
BFG
105
Buttonwood Financial Group
Missouri
$34.3M 613,537 +3,998 +0.7%
CWM
106
Cahaba Wealth Management
Georgia
$33.2M 594,568 -4,795 -0.8%
MSWMA
107
Market Street Wealth Management Advisors
Indiana
$33.2M 593,304 +484,474 +445%
VPP
108
Vertex Planning Partners
Illinois
$33M 590,753 +184,715 +45%
EWM
109
Executive Wealth Management
Michigan
$32.4M 579,168 +16,261 +3%
NRI
110
NFP Retirement Inc
California
$32M 573,324 +52,776 +10%
MGIA
111
Moneta Group Investment Advisors
Missouri
$31.1M 556,198 -22,830 -4%
KP
112
Keel Point
Alabama
$30.8M 550,171 -543 -0.1%
TWM
113
TSA Wealth Management
Texas
$30.4M 544,339 +544,339 New
CWG
114
Crown Wealth Group
North Carolina
$30.4M 543,340 +35,025 +7%
CWM
115
Cornerstone Wealth Management
Missouri
$30.2M 540,089 +19,117 +4%
AA
116
Advisory Alpha
Michigan
$29.9M 534,153 -48,543 -8%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$29.2M 522,560 -158,488 -23%
PA
118
PSI Advisors
Florida
$28.3M 506,962 +42,976 +9%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$27.9M 498,454 +204,592 +70%
LAS
120
Lloyd Advisory Services
Georgia
$27.7M 496,212 +496,212 New
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$27.6M 493,221 +81,607 +20%
LEFP
122
Leading Edge Financial Planning
Tennessee
$27.2M 487,462 +9,328 +2%
ES
123
Eagle Strategies
New York
$26M 465,314 +465,314 New
C1AG
124
Client 1st Advisory Group
Florida
$25.8M 462,406 -92,848 -17%
PS
125
Principal Securities
Iowa
$25.6M 458,846 +458,846 New
3 4
5
6 7