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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 %
BWG
201
Beta Wealth Group
California
$8.31M -$254K -4,872 -3%
LNC
202
Lincoln National Corp
Pennsylvania
$8.17M +$1.45M +27,760 +22%
AO
203
Advisor OS
Illinois
$8.06M +$4.4M +84,496 +120%
IRC
204
Investors Research Corp
Georgia
$8.02M +$315K +6,048 +4%
FP
205
Fiduciary Planning
Florida
$7.96M -$1.68M -32,175 -17%
CAG
206
Csenge Advisory Group
Florida
$7.96M +$2.64M +50,724 +50%
GWM
207
Geneos Wealth Management
Colorado
$7.8M +$1.23M +23,636 +19%
NC
208
NovaPoint Capital
Georgia
$7.8M +$605K +11,617 +8%
BWFA
209
Baltimore-Washington Financial Advisors
Maryland
$7.78M -$2.05M -39,360 -21%
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$7.51M -$205K -3,931 -3%
MFS
211
McNamara Financial Services
Massachusetts
$7.48M -$6.4K -123 -0.1%
Geode Capital Management
212
Geode Capital Management
Massachusetts
$7.4M -$6.82M – –
EIA
213
Eldridge Investment Advisors
New Hampshire
$7.38M +$3.74M +71,866 +103%
ACP
214
Aveo Capital Partners
Colorado
$7.3M +$595K +11,424 +9%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$7.27M -$729K -13,986 -9%
Truist Financial
216
Truist Financial
North Carolina
$7.18M +$456K +8,758 +7%
WWP
217
WR Wealth Planners
Missouri
$7.17M -$91.3K -1,753 -1%
CIC
218
Carnegie Investment Counsel
Ohio
$7.09M +$1.13M +21,634 +19%
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$7.09M +$24K +461 +0.3%
WHCI
220
W.H. Cornerstone Investments
Massachusetts
$7.06M +$118K +2,258 +2%
VBFP
221
Valtinson Bruner Financial Planning
Minnesota
$7.01M +$687K +13,182 +11%
TFA
222
Teamwork Financial Advisors
Texas
$6.91M +$303K +5,806 +5%
MSRI
223
Michael S. Ryan Inc
New York
$6.89M +$6.89M +131,888 New
MWM
224
Maripau Wealth Management
Indiana
$6.86M +$302K +5,804 +5%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$6.76M +$1.23M +23,521 +22%
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