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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$505M
2
LPL Financial
LPL Financial
California
$1.15B
3
Osaic Holdings
Osaic Holdings
Arizona
$365M
4
OIA
OneDigital Investment Advisors
Kansas
$303M
5
APTFM
AGUR Provident & Training Funds Management
Israel
$987M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$386M
2
DJSG
D.J. St. Germain
Massachusetts
$7.72M
3
BCM
Brookstone Capital Management
Illinois
$107M
4
DCM
Davidson Capital Management
Texas
$38M
5
EWA
EP Wealth Advisors
California
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$17.5M +$13.6M +270,301 +347%
SPAS
127
Spectrum Planning & Advisory Services
California
$17.4M +$3.62M +72,118 +26%
Principal Financial Group
128
Principal Financial Group
Iowa
$17.3M +$2.81M +55,827 +19%
FZCM
129
Flynn Zito Capital Management
New York
$17.1M -$96.3K -1,916 -0.6%
T
130
TNF
Montana
$17M +$2.06M +41,166 +14%
SFA
131
Sequoia Financial Advisors
Ohio
$17M -$873K -17,379 -5%
HFA
132
Highland Financial Advisors
New Jersey
$17M +$80.1K +1,593 +0.5%
AR
133
Apeiron RIA
Texas
$17M +$3.08M +61,288 +22%
WCM
134
Windsor Capital Management
Arizona
$16.9M -$617K -12,279 -4%
BOC
135
Bull Oak Capital
California
$16.8M +$16.8M +335,125 New
MFT
136
Moisand Fitzgerald Tamayo
Florida
$16.8M -$394K -7,837 -2%
AFP
137
Ausdal Financial Partners
Iowa
$16.6M -$350K -6,967 -2%
AWM
138
Adams Wealth Management
Utah
$16.6M +$986K +19,627 +6%
Two Sigma Investments
139
Two Sigma Investments
New York
$16.5M +$7.48M +148,767 +83%
WWM
140
Western Wealth Management
Colorado
$16.4M +$873K +17,361 +6%
VCM
141
Vivaldi Capital Management
Illinois
$15.7M -$266K -5,283 -2%
SFG
142
StrategIQ Financial Group
Indiana
$15.6M -$151K -3,011 -1%
AP
143
Americana Partners
Texas
$15.5M +$3.42M +69,076 +28%
Corient Private Wealth
144
Corient Private Wealth
Florida
$15.5M +$2.45M +48,821 +19%
MLA
145
My Legacy Advisors
Oregon
$15.5M +$5.1M +101,756 +49%
AF
146
Advisornet Financial
Minnesota
$15.2M +$2.4M +47,717 +19%
AI
147
Arrien Investments
Idaho
$15.2M -$620K -12,338 -4%
LFAS
148
Level Four Advisory Services
Texas
$15.2M -$19M -377,922 -56%
CWS
149
Cypress Wealth Services
California
$15.2M +$2.72M +54,125 +22%
AI
150
Atria Investments
North Carolina
$15M +$2.05M +40,770 +16%
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