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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.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+140
Holders Change %
+17.97%
% of All Funds
13.47%
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
Morgan Stanley
New York
$685M
2
LPL Financial
LPL Financial
California
$1.53B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$470M
4
ACM
Advance Capital Management
Michigan
$333M
5
Bank of America
Bank of America
North Carolina
$439M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
$907M
2
GWP
Gateway Wealth Partners
Wisconsin
$5.27M
3
BCM
Brookstone Capital Management
Illinois
$84.4M
4
SWM
SigFig Wealth Management
California
$98.7M
5
SMM
Stadion Money Management
Georgia
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Denver Wealth Management
Colorado
$24.9M +$1.93M +34,543 +8%
NA
127
Nottingham Advisors
New York
$24.5M +$3.45M +77,167 +16%
AIM
128
Astor Investment Management
Illinois
$24.4M -$2.9M -51,895 -11%
GAG
129
Goodman Advisory Group
Massachusetts
$24.4M +$4.4M +78,801 +22%
SB
130
Strategic Blueprint
Georgia
$24.3M +$504K +9,009 +2%
US Bancorp
131
US Bancorp
Minnesota
$24.3M +$2.07M +36,958 +9%
WAOI
132
Wealth Advisors of Iowa
Iowa
$23.4M -$8.31M -148,715 -26%
HI
133
Harbour Investments
Wisconsin
$23.3M +$3.08M +55,048 +15%
CWS
134
Cypress Wealth Services
California
$23.1M +$6.22M +111,200 +37%
LNC
135
Lincoln National Corp
Pennsylvania
$22.8M +$12.1M +215,640 +112%
RIS
136
Retirement Income Solutions
Michigan
$22.6M +$1.07M +19,161 +5%
TWM
137
Tradition Wealth Management
Minnesota
$22.4M +$2.79M +49,836 +14%
AWS
138
Atria Wealth Solutions
New York
$22.3M +$1.8M +32,231 +9%
PWM
139
Penobscot Wealth Management
Maine
$21.9M -$246K -4,409 -1%
SFP
140
Strategic Financial Partners
Oregon
$20.9M -$4.6M -82,288 -18%
HFA
141
Highland Financial Advisors
New Jersey
$20.7M +$1.8M +32,113 +9%
T
142
TNF
Montana
$20.2M +$598K +10,345 +3%
SPAS
143
Spectrum Planning & Advisory Services
California
$20.1M +$666K +11,922 +3%
MFA
144
Mayflower Financial Advisors
Massachusetts
$20.1M +$5.03M +89,978 +33%
MHWM
145
Montz Harcus Wealth Management
Louisiana
$20M -$902K -16,139 -4%
IA
146
IFP Advisors
Florida
$20M -$2.71M -48,561 -12%
AFP
147
Ausdal Financial Partners
Iowa
$19.9M +$1.41M +25,238 +8%
WWM
148
Western Wealth Management
Colorado
$19.8M +$1.52M +27,157 +8%
Principal Financial Group
149
Principal Financial Group
Iowa
$19.7M +$495K +8,859 +3%
AR
150
Apeiron RIA
Texas
$19.7M +$827K +14,799 +4%
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