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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
+$484M
2
LPL Financial
LPL Financial
California
+$258M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$228M
4
ACM
Advance Capital Management
Michigan
+$222M
5
Bank of America
Bank of America
North Carolina
+$130M

Top Sellers

1
APTFM
AGUR Provident & Training Funds Management
Israel
-$191M
2
GWP
Gateway Wealth Partners
Wisconsin
-$77.8M
3
BCM
Brookstone Capital Management
Illinois
-$34.8M
4
SWM
SigFig Wealth Management
California
-$33.5M
5
SMM
Stadion Money Management
Georgia
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Core Wealth Advisors
Florida
$16.6M +$16.6M +297,395 New
RA
177
RFG Advisory
Alabama
$16.6M +$16K +287 +0.1%
NSAM
178
North Star Asset Management
Wisconsin
$16.4M +$15.1M +269,890 +1,162%
BOSSRA
179
B.O.S.S. Retirement Advisors
Utah
$15.8M -$841K -15,045 -5%
RFS
180
Retirement Financial Solutions
Tennessee
$15.8M +$15.8M +282,016 New
SFG
181
StrategIQ Financial Group
Indiana
$15.7M -$1.59M -28,450 -9%
KFP
182
KMG Fiduciary Partners
Ohio
$15.7M +$950K +16,993 +6%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$15.6M +$283K +5,061 +2%
SFI
184
SPC Financial Inc
Maryland
$15.6M +$866K +15,485 +6%
American Century Companies
185
American Century Companies
Missouri
$15M +$168K +3,000 +1%
FI
186
Financial Insights
Washington
$15M +$4.93M +88,228 +49%
TA
187
Tectonic Advisors
Texas
$14.9M +$570K +10,200 +4%
LFG
188
Larson Financial Group
Missouri
$14.7M +$619K +11,072 +4%
EH
189
Equitable Holdings
New York
$14.6M -$76.1K -1,361 -0.5%
CIC
190
Carnegie Investment Counsel
Ohio
$14.4M +$6.02M +107,644 +72%
EIA
191
Eldridge Investment Advisors
New Hampshire
$14.4M +$1.72M +30,760 +14%
BCI
192
Brinker Capital Investments
Pennsylvania
$14.4M +$6.04M +108,287 +73%
OPS
193
Orion Portfolio Solutions
Nebraska
$14.4M +$6.04M +108,287 +73%
SRSA
194
S.R. Schill & Associates
Washington
$14.3M +$526K +9,405 +4%
9WM
195
9258 Wealth Management
Ohio
$14.2M +$740K +13,240 +6%
Corient Private Wealth
196
Corient Private Wealth
Florida
$13.9M -$3.3M -58,995 -19%
JWM
197
Jackson Wealth Management
Florida
$13.8M -$663K -11,866 -5%
FAIM
198
Financial Advocates Investment Management
Washington
$13.6M +$3.35M +51,300 +33%
NRA
199
NSI Retail Advisors
Pennsylvania
$13.5M +$3.54M +63,400 +36%
GWM
200
Geneos Wealth Management
Colorado
$13.4M +$4.74M +84,874 +55%
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