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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 %
KAS
176
Kestra Advisory Services
Texas
$8.8M -$11M -227,437 -55%
GG
177
GenWealth Group
New Jersey
$8.66M -$333K -6,923 -4%
TFA
178
Transamerica Financial Advisors
Florida
$8.62M +$2.94M +61,050 +52%
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.58M +$140K +2,904 +2%
WWA
180
WCG Wealth Advisors
Nevada
$8.43M +$8.43M +174,988 New
MA
181
Mutual Advisors
Nebraska
$8.31M +$184K +3,812 +2%
PWG
182
Private Wealth Group
Florida
$8.24M -$3.47M -72,031 -30%
AWMG
183
Alliance Wealth Management Group
New Jersey
$8.22M +$46.2K +959 +0.6%
FWP
184
Firethorn Wealth Partners
Georgia
$8.18M +$101K +2,073 +1%
CWS
185
Cypress Wealth Services
California
$8.1M +$3.23M +67,123 +66%
AI
186
Atria Investments
North Carolina
$8.04M +$1.26M +26,079 +19%
BWG
187
Beta Wealth Group
California
$7.92M -$408K -8,473 -5%
FAIM
188
Financial Advocates Investment Management
Washington
$7.86M +$136K +2,832 +2%
AWA
189
Authentikos Wealth Advisory
California
$7.85M +$7.85M +174,499 New
V
190
Veritable
Delaware
$7.81M +$58.1K +1,206 +0.7%
FPWM
191
FSB Premier Wealth Management
Iowa
$7.75M -$313K -6,503 -4%
HWM
192
Horizon Wealth Management
Illinois
$7.66M -$525K -10,905 -6%
BAM
193
Belpointe Asset Management
Nevada
$7.57M -$1.39M -28,799 -15%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$7.39M +$3.08K +64 +0%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$7.37M -$2.12M -43,994 -22%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$7.13M -$59.6K -1,238 -0.8%
IRC
197
Investors Research Corp
Georgia
$7.12M +$325K +6,747 +5%
MFS
198
McNamara Financial Services
Massachusetts
$6.92M +$161K +3,352 +2%
CWG
199
Crown Wealth Group
North Carolina
$6.87M -$13.9M -289,622 -67%
VRM
200
Vectors Research Management
New York
$6.86M -$402K -8,350 -6%
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