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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 %
FHC
151
First Heartland Consultants
Missouri
$19.6M +$173K +3,092 +0.9%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$19.4M +$10.4M +186,800 +116%
VCM
153
Vivaldi Capital Management
Illinois
$19.4M +$1.26M +21,695 +7%
SWM
154
Sugarloaf Wealth Management
Georgia
$19.4M -$495K -8,859 -2%
CA
155
CSM Advisors
Pennsylvania
$19.2M +$3.72M +66,544 +24%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$19.2M -$1.63M -29,088 -8%
Truist Financial
157
Truist Financial
North Carolina
$19.1M +$8.86M +158,523 +87%
T
158
Tidemark
California
$19M +$19M +340,367 New
SCM
159
Steele Capital Management
Iowa
$19M +$19M +340,165 New
AI
160
Atria Investments
North Carolina
$18.7M +$2.02M +36,066 +12%
KAM
161
Knightsbridge Asset Management
California
$18.6M +$3.03M +54,130 +19%
JF
162
Jump Financial
Illinois
$18.4M +$18.4M +328,605 New
MLA
163
My Legacy Advisors
Oregon
$18.4M +$1.08M +19,252 +6%
WCM
164
Windsor Capital Management
Arizona
$18.3M -$522K -9,331 -3%
AF
165
Advisornet Financial
Minnesota
$18.1M +$1.19M +21,262 +7%
BWM
166
Baystate Wealth Management
Massachusetts
$18M +$1.67M +29,844 +10%
FRA
167
FFG Retirement Advisors
Colorado
$18M +$2.16M +38,589 +14%
AP
168
Americana Partners
Texas
$17.7M +$204K +3,650 +1%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$17.5M +$5.72M +102,384 +49%
LFAS
170
Level Four Advisory Services
Texas
$17.4M +$525K +9,392 +3%
WA
171
WBH Advisory
Maryland
$17.3M +$881K +15,754 +5%
Allianz Asset Management
172
Allianz Asset Management
Germany
$16.8M +$3.71M +66,409 +28%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$16.8M +$5.38M +96,199 +47%
FHA
174
Flagship Harbor Advisors
Massachusetts
$16.7M +$4.67M +83,460 +39%
AI
175
Arrien Investments
Idaho
$16.7M -$271K -4,844 -2%
5 6
7
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