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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 %
BWM
151
Baystate Wealth Management
Massachusetts
$11.5M -$272K -5,651 -2%
SFI
152
SPC Financial Inc
Maryland
$11.3M -$3.39M -70,352 -23%
FRA
153
FFG Retirement Advisors
Colorado
$11.2M -$823K -17,087 -7%
RC
154
RBF Capital
California
$10.3M – – –
MOS
155
MGO One Seven
Ohio
$10.1M +$9.47M +196,598 +1,441%
EH
156
Equitable Holdings
New York
$9.89M +$1.55M +32,264 +19%
T
157
TCWP
Ohio
$9.85M -$2.29M -47,589 -19%
AFAS
158
Acorn Financial Advisory Services
Virginia
$9.85M +$181K +3,757 +2%
KFP
159
KMG Fiduciary Partners
Ohio
$9.59M +$722K +15,005 +8%
FF
160
Financial Futures
New Jersey
$9.58M -$1.47M -30,511 -13%
Citadel Advisors
161
Citadel Advisors
Florida
$9.54M +$3.03M +62,863 +46%
TCM
162
Towercrest Capital Management
Pennsylvania
$9.5M -$173K -3,596 -2%
FHA
163
Flagship Harbor Advisors
Massachusetts
$9.5M +$2.8M +58,160 +42%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$9.36M -$15.6M -323,810 -62%
SW
165
SkyOak Wealth
Michigan
$9.3M +$38.2K +794 +0.4%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$9.29M +$7.83M +162,623 +535%
CWA
167
Centennial Wealth Advisory
Michigan
$9.28M +$200K +4,159 +2%
HCM
168
Hollencrest Capital Management
California
$9.21M +$91.4K +1,899 +1%
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$9.2M +$452K +9,397 +5%
American Century Companies
170
American Century Companies
Missouri
$9.19M +$2.6M +54,100 +40%
BWFA
171
Baltimore-Washington Financial Advisors
Maryland
$9.09M -$63.9K -1,328 -0.7%
WEPOG
172
Wealth Enhancement & Preservation of GA
Georgia
$8.96M +$3.06M +63,537 +52%
NRA
173
NSI Retail Advisors
Pennsylvania
$8.93M +$8.93M +185,400 New
FP
174
Fiduciary Planning
Florida
$8.91M +$216K +4,486 +2%
MLA
175
My Legacy Advisors
Oregon
$8.89M +$575K +11,944 +7%
5 6
7
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