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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 %
T
176
TCWP
Ohio
$10.2M -$456K -8,750 -4%
TCM
177
Towercrest Capital Management
Pennsylvania
$10.1M -$175K -3,365 -2%
UAS
178
United Asset Strategies
New York
$10.1M +$9.68M +185,731 +2,270%
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.74M +$450K +8,638 +5%
HCM
180
Hollencrest Capital Management
California
$9.66M -$309K -5,926 -3%
CWA
181
Centennial Wealth Advisory
Michigan
$9.62M -$424K -8,141 -4%
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$9.61M -$351K -6,731 -4%
CRI
183
Colonial River Investments
Virginia
$9.6M +$8.71M +167,089 +973%
CA
184
Continuum Advisory
Idaho
$9.47M +$3.82M +73,211 +67%
NRA
185
NSI Retail Advisors
Pennsylvania
$9.45M -$214K -4,100 -2%
FHA
186
Flagship Harbor Advisors
Massachusetts
$9.41M -$874K -16,764 -8%
Two Sigma Investments
187
Two Sigma Investments
New York
$9.36M +$9.36M +179,600 New
GG
188
GenWealth Group
New Jersey
$9.34M -$24.6K -473 -0.3%
FF
189
Financial Futures
New Jersey
$8.89M -$1.48M -28,357 -14%
MA
190
Mutual Advisors
Nebraska
$8.87M -$124K -2,383 -1%
SGI
191
Summit Global Investments
Utah
$8.74M -$9.74M -186,887 -53%
AWMG
192
Alliance Wealth Management Group
New Jersey
$8.66M -$237K -4,554 -3%
PCA
193
Pallas Capital Advisors
Massachusetts
$8.58M +$8.58M +161,833 New
FWP
194
Firethorn Wealth Partners
Georgia
$8.56M -$158K -3,038 -2%
V
195
Veritable
Delaware
$8.45M – – –
WWA
196
WCG Wealth Advisors
Nevada
$8.35M -$769K -14,763 -8%
FPWM
197
FSB Premier Wealth Management
Iowa
$8.33M -$64.1K -1,231 -0.8%
FAIM
198
Financial Advocates Investment Management
Washington
$8.32M -$178K -3,419 -2%
BCI
199
Brinker Capital Investments
Pennsylvania
$8.32M +$1.14M +21,941 +16%
OPS
200
Orion Portfolio Solutions
Nebraska
$8.32M +$1.14M +21,941 +16%
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