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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 %
LFG
151
Larson Financial Group
Missouri
$13.5M -$486K -9,322 -3%
Corient Private Wealth
152
Corient Private Wealth
Florida
$13.5M +$71.4K +1,370 +0.5%
AI
153
Atria Investments
North Carolina
$13.4M +$4.72M +90,627 +54%
AF
154
Advisornet Financial
Minnesota
$13.3M +$220K +4,229 +2%
9WM
155
9258 Wealth Management
Ohio
$13.2M -$1.28M -24,629 -9%
CWS
156
Cypress Wealth Services
California
$13.2M +$4.24M +79,966 +48%
KFP
157
KMG Fiduciary Partners
Ohio
$13.1M +$2.68M +51,400 +26%
SFI
158
SPC Financial Inc
Maryland
$13M +$748K +14,350 +6%
EH
159
Equitable Holdings
New York
$12.8M +$2.07M +39,770 +19%
TI
160
Tidal Investments
Wisconsin
$12.7M +$12.7M +244,492 New
American Century Companies
161
American Century Companies
Missouri
$12.7M +$2.76M +52,900 +28%
AP
162
Americana Partners
Texas
$12.7M +$9.51M +182,445 +301%
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$12.4M -$295K -5,668 -2%
FRA
164
FFG Retirement Advisors
Colorado
$12M -$114K -2,180 -0.9%
NWM
165
NEIRG Wealth Management
Massachusetts
$11.9M -$792K -15,201 -6%
WEPOG
166
Wealth Enhancement & Preservation of GA
Georgia
$11.7M +$1.95M +37,481 +20%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$11.5M +$3.49M +66,887 +44%
RC
168
RBF Capital
California
$11.2M – – –
AWMNH
169
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.1M +$7.38M +141,582 +199%
AWM
170
Apollon Wealth Management
South Carolina
$11.1M -$2.85M -54,599 -20%
AFAS
171
Acorn Financial Advisory Services
Virginia
$10.9M +$259K +4,974 +2%
MLA
172
My Legacy Advisors
Oregon
$10.9M +$1.16M +21,847 +12%
CA
173
CoreCap Advisors
Michigan
$10.9M +$10.9M +208,446 New
SW
174
SkyOak Wealth
Michigan
$10.5M +$435K +8,344 +4%
AAG
175
Armstrong Advisory Group
Massachusetts
$10.3M +$10.3M +197,677 New
5 6
7
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