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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.

New
Increased
Maintained
Reduced
Closed
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
Clark Capital Management Group
Pennsylvania
$292M
2
LPL Financial
LPL Financial
California
$1.07B
3
SWM
SigFig Wealth Management
California
$124M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$222M
5
SMM
Stadion Money Management
Georgia
$551M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$134M
2
KW
KWB Wealth
California
$67M
3
ACM
AlphaStar Capital Management
North Carolina
$59.5M
4
RWA
Rooted Wealth Advisors
Illinois
$2.44M
5
CWA
Core Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
126
Highland Financial Advisors
New Jersey
$17.5M -$443K -8,494 -2%
US Bancorp
127
US Bancorp
Minnesota
$17.4M -$125K -2,399 -0.7%
HI
128
Harbour Investments
Wisconsin
$17M +$3.49M +66,883 +26%
VCM
129
Vivaldi Capital Management
Illinois
$16.5M -$36.6K -703 -0.2%
AI
130
Arrien Investments
Idaho
$16.4M +$2.51M +48,096 +18%
SFG
131
StrategIQ Financial Group
Indiana
$16.3M -$370K -7,094 -2%
AWM
132
Adams Wealth Management
Utah
$16.2M -$1.83M -35,079 -10%
WWM
133
Western Wealth Management
Colorado
$16.1M +$3.25M +62,298 +25%
T
134
TNF
Montana
$15.5M +$377K +7,231 +2%
BOSSRA
135
B.O.S.S. Retirement Advisors
Utah
$15.3M -$2.07M -39,703 -12%
RA
136
RFG Advisory
Alabama
$15.2M -$5.52K -106 -0%
TWM
137
Tradition Wealth Management
Minnesota
$15.2M +$318K +6,096 +2%
WCFA
138
Walkner Condon Financial Advisors
Wisconsin
$15.1M -$9.54K -183 -0.1%
Principal Financial Group
139
Principal Financial Group
Iowa
$15M +$1.86M +35,647 +14%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$14.9M +$287K +5,566 +2%
CA
141
CSM Advisors
Pennsylvania
$14.8M -$511K -9,812 -3%
AR
142
Apeiron RIA
Texas
$14.4M +$365 +7 +0%
SPAS
143
Spectrum Planning & Advisory Services
California
$14.4M -$23.4K -449 -0.2%
WA
144
WBH Advisory
Maryland
$14.3M -$241K -4,630 -2%
PWG
145
Private Wealth Group
Florida
$14M +$5.13M +98,443 +58%
SRSA
146
S.R. Schill & Associates
Washington
$14M +$25K +479 +0.2%
BWM
147
Baystate Wealth Management
Massachusetts
$13.8M +$1.28M +24,613 +10%
DWM
148
Denver Wealth Management
Colorado
$13.7M +$1.08M +20,712 +9%
KAM
149
Knightsbridge Asset Management
California
$13.6M -$12.8M -244,752 -48%
UWM
150
USAdvisors Wealth Management
Minnesota
$13.6M +$250K +4,780 +2%
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