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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 %
SGI
151
Summit Global Investments
Utah
$15M +$6.53M +130,006 +78%
BOSSRA
152
B.O.S.S. Retirement Advisors
Utah
$15M +$174K +3,455 +1%
RA
153
RFG Advisory
Alabama
$14.9M +$232K +4,611 +2%
WA
154
WBH Advisory
Maryland
$14.8M +$993K +19,761 +7%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$14.8M +$3.71M +73,895 +34%
BWM
156
Baystate Wealth Management
Massachusetts
$14.7M +$1.41M +28,153 +11%
FRA
157
FFG Retirement Advisors
Colorado
$14.2M +$2.61M +51,922 +22%
KAM
158
Knightsbridge Asset Management
California
$14M +$884K +17,582 +7%
CA
159
CSM Advisors
Pennsylvania
$13.9M -$312K -6,200 -2%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$13.8M -$793K -15,783 -5%
MFA
161
Mayflower Financial Advisors
Massachusetts
$13.5M -$5.14M -102,330 -28%
WAS
162
Wealth Advisory Solutions
Indiana
$13.3M -$15M -299,018 -53%
KBC
163
Key Bridge Compliance
$13.3M +$13.3M +265,093 New
American Century Companies
164
American Century Companies
Missouri
$13.3M +$1.06M +21,000 +9%
SFI
165
SPC Financial Inc
Maryland
$13.3M +$718K +14,278 +6%
KFP
166
KMG Fiduciary Partners
Ohio
$13.3M +$659K +13,107 +5%
EH
167
Equitable Holdings
New York
$13.2M +$918K +18,271 +7%
JWM
168
Jackson Wealth Management
Florida
$13M -$17.8M -354,345 -58%
TA
169
Tectonic Advisors
Texas
$12.9M -$10.8M -214,367 -46%
LFG
170
Larson Financial Group
Missouri
$12.7M -$346K -6,879 -3%
SRSA
171
S.R. Schill & Associates
Washington
$12.4M -$1.04M -20,721 -8%
UWM
172
USAdvisors Wealth Management
Minnesota
$12.3M -$807K -16,055 -6%
9WM
173
9258 Wealth Management
Ohio
$12.1M -$656K -13,056 -5%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$12M – – –
Allianz Asset Management
175
Allianz Asset Management
Germany
$11.8M +$11.8M +234,896 +1,067,709%
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