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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
+$118M
2
LPL Financial
LPL Financial
California
+$112M
3
Osaic Holdings
Osaic Holdings
Arizona
+$112M
4
OIA
OneDigital Investment Advisors
Kansas
+$111M
5
APTFM
AGUR Provident & Training Funds Management
Israel
+$103M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$145M
2
DJSG
D.J. St. Germain
Massachusetts
-$91.1M
3
BCM
Brookstone Capital Management
Illinois
-$28.4M
4
DCM
Davidson Capital Management
Texas
-$24.9M
5
EWA
EP Wealth Advisors
California
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
176
Pallas Capital Advisors
Massachusetts
$11.8M +$3.89M +79,602 +49%
CA
177
CoreCap Advisors
Michigan
$11.7M +$1.27M +25,196 +12%
EIA
178
Eldridge Investment Advisors
New Hampshire
$11.4M +$4.25M +84,627 +60%
CW
179
Connectus Wealth
Ohio
$11.1M +$10.9M +216,536 +4,190%
FHA
180
Flagship Harbor Advisors
Massachusetts
$10.8M +$1.72M +34,321 +19%
RC
181
RBF Capital
California
$10.8M – – –
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$10.6M +$10.6M +210,671 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$10.2M +$9.94M +197,854 +3,387%
AFAS
184
Acorn Financial Advisory Services
Virginia
$10.2M -$322K -6,411 -3%
FWP
185
Firethorn Wealth Partners
Georgia
$10.2M +$1.95M +38,759 +24%
SW
186
SkyOak Wealth
Michigan
$9.91M -$215K -4,281 -2%
UAS
187
United Asset Strategies
New York
$9.79M +$46.9K +934 +0.5%
KV
188
Kickstand Ventures
New York
$9.67M +$9.67M +192,348 New
LNC
189
Lincoln National Corp
Pennsylvania
$9.65M +$1.78M +35,317 +23%
PSFG
190
Prairie Sky Financial Group
Illinois
$9.63M +$9.63M +191,620 New
HCM
191
Hollencrest Capital Management
California
$9.31M -$1.71K -34 -0%
CA
192
Continuum Advisory
Idaho
$9.25M +$115K +2,294 +1%
MA
193
Mutual Advisors
Nebraska
$9.2M +$653K +12,991 +8%
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$9.19M -$78.6K -1,563 -0.8%
Truist Financial
195
Truist Financial
North Carolina
$9.17M +$2.24M +44,634 +32%
TCM
196
Towercrest Capital Management
Pennsylvania
$9.15M -$596K -11,864 -6%
CRI
197
Colonial River Investments
Virginia
$9.05M -$209K -4,160 -2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$9.03M +$2.51M +49,907 +38%
NRA
199
NSI Retail Advisors
Pennsylvania
$8.93M -$181K -3,600 -2%
PFO
200
Pathstone Family Office
New Jersey
$8.92M +$8.92M +177,570 New
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