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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
LPL Financial
California
$863M
2
OIA
OneDigital Investment Advisors
Kansas
$165M
3
ACG
Allen Capital Group
Nebraska
$40.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$100M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30.9M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
MWM
Moran Wealth Management
Florida
$0
3
BlackRock
BlackRock
New York
$152K
4
TC
Trilogy Capital
California
$1.17M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$827
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$14M -$5.1K -106 -0%
BPA
127
Beacon Pointe Advisors
California
$13.9M +$11M +228,530 +377%
TWM
128
Tradition Wealth Management
Minnesota
$13.8M -$334K -6,927 -2%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$13.5M +$2.43M +51,263 +22%
WA
130
WBH Advisory
Maryland
$13.4M +$13.4M +279,085 New
9WM
131
9258 Wealth Management
Ohio
$13.4M +$571K +11,851 +4%
AR
132
Apeiron RIA
Texas
$13.3M +$126K +2,626 +1%
SPAS
133
Spectrum Planning & Advisory Services
California
$13.3M -$2.07M -42,890 -13%
LFG
134
Larson Financial Group
Missouri
$12.9M +$14.6K +304 +0.1%
SRSA
135
S.R. Schill & Associates
Washington
$12.9M -$162K -3,363 -1%
AI
136
Arrien Investments
Idaho
$12.9M +$12.9M +267,225 New
AWM
137
Apollon Wealth Management
South Carolina
$12.9M +$12.6M +261,438 +4,759%
SS
138
Simplicity Solutions
Minnesota
$12.8M +$10.7M +223,225 +514%
HI
139
Harbour Investments
Wisconsin
$12.5M +$1.37M +28,391 +12%
Corient Private Wealth
140
Corient Private Wealth
Florida
$12.4M -$1.5M -31,236 -11%
UWM
141
USAdvisors Wealth Management
Minnesota
$12.3M -$1.15M -23,841 -9%
Principal Financial Group
142
Principal Financial Group
Iowa
$12.2M +$2.45M +50,970 +25%
Goldman Sachs
143
Goldman Sachs
New York
$12.1M +$277K +5,759 +2%
AF
144
Advisornet Financial
Minnesota
$12.1M +$625K +12,978 +5%
IA
145
IFP Advisors
Florida
$12M -$6M -186,217 -33%
WWM
146
Western Wealth Management
Colorado
$11.9M +$776K +16,120 +7%
LIA
147
Luken Investment Analytics
Tennessee
$11.8M -$181K -3,767 -2%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$11.7M -$47K -977 -0.4%
NWM
149
NEIRG Wealth Management
Massachusetts
$11.7M -$306K -6,365 -3%
DWM
150
Denver Wealth Management
Colorado
$11.6M -$1.58M -32,721 -12%
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