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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
+$136M
2
OIA
OneDigital Investment Advisors
Kansas
+$45.2M
3
ACG
Allen Capital Group
Nebraska
+$40.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.4M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$30.3M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$273M
2
MWM
Moran Wealth Management
Florida
-$111M
3
BlackRock
BlackRock
New York
-$110M
4
TC
Trilogy Capital
California
-$90.1M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLR
201
Great Lakes Retirement
Ohio
$6.83M +$6.83M +141,951 New
Geode Capital Management
202
Geode Capital Management
Massachusetts
$6.82M -$6.24M – –
WWP
203
WR Wealth Planners
Missouri
$6.71M +$49.3K +1,023 +0.7%
NC
204
NovaPoint Capital
Georgia
$6.64M +$397K +8,239 +6%
OPS
205
Orion Portfolio Solutions
Nebraska
$6.63M +$726K +15,083 +12%
BCI
206
Brinker Capital Investments
Pennsylvania
$6.63M +$5.91M +122,658 +811%
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$6.53M -$622K -12,909 -9%
TC
208
TownSquare Capital
Utah
$6.52M +$460K +9,545 +8%
WHCI
209
W.H. Cornerstone Investments
Massachusetts
$6.41M +$40.7K +845 +0.6%
Truist Financial
210
Truist Financial
North Carolina
$6.22M +$2.59M +53,758 +71%
LNC
211
Lincoln National Corp
Pennsylvania
$6.21M -$457K -9,490 -7%
MFA
212
Morling Financial Advisors
California
$6.21M -$47.7K -990 -0.8%
ACP
213
Aveo Capital Partners
Colorado
$6.2M +$530K +11,012 +9%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$6.14M -$156K -3,237 -2%
TFA
215
Teamwork Financial Advisors
Texas
$6.11M +$2.95M +61,219 +93%
GWM
216
Geneos Wealth Management
Colorado
$6.07M +$296K +6,142 +5%
MWM
217
Maripau Wealth Management
Indiana
$6.06M -$40.6K -844 -0.7%
AWA
218
ARQ Wealth Advisors
Arizona
$5.92M +$95.1K +1,975 +2%
VBFP
219
Valtinson Bruner Financial Planning
Minnesota
$5.84M +$955K +19,844 +20%
HC
220
HNP Capital
New York
$5.73M -$361K -7,505 -6%
AA
221
Apriem Advisors
California
$5.7M +$5.7M +118,394 New
AWA
222
Arete Wealth Advisors
Illinois
$5.69M +$5.69M +118,156 New
WP
223
WealthPLAN Partners
Nebraska
$5.65M +$154K +3,192 +3%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$5.64M -$285K -5,916 -5%
BTWM
225
Baker Tilly Wealth Management
Wisconsin
$5.64M -$281K -5,843 -5%
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9
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